Build a Spending Plan that
aligns with your life
Financial Clarity Foundations
The first step to sustainable, values-based budgeting—whether you’re working with me 1:1 or going DIY
This course includes the same foundational exercises I require of all 1:1 coaching clients before we work together. Whether you’re preparing for personalized support or want to work independently, this self-paced experience helps you:
Connect with your "why" and define what matters most to you
Understand your current income and what it makes possible
Identify recurring and irregular expenses
Make a plan for your savings and debt repayment goals
Build a flexible, values-based spending plan you can stick to
This is for you if:
You feel overwhelmed when trying to figure out where your money goes
You want to understand your full financial picture, but don’t know where to start
You're not quite ready for 1:1 support, but want trusted tools to get going
You’re a couple working to get on the same financial page
Thinking you’d like 1:1 coaching later?
Your $99 investment will be applied toward your first 1:1 session, should you decide to work together.
What’s Included:
Reflective worksheets and prompts to clarify your priorities
13 instructional videos that walk you through each step
Downloadable spreadsheet to map your personal plan
Lifetime access
Pricing & Guarantee
30-Day Money-Back Guarantee: Complete the course,
and if you don’t find it valuable, we’ll refund your $99—no questions asked.
Get $99 toward a 1:1 Financial Clarity Intensive should you choose to continue on with coaching, as this course includes the required prep work!
Considerations:
Though I feel this is a great starting point for anyone, those with more nuanced situations, or who need support with business planning, would more than likely benefit from continuing on with a 1:1 Intensive.
Why I created this course:
I’ve worked with hundreds of individuals and couples on building a sustainable, values-based spending plan; a tool that they can change as their life, priorities, and expenses naturally change over time. I’ve noticed that for financial coaching to be successful, nearly everyone needs to start by gathering the same information and asking themselves questions about what they want for their money, and their life. This course includes the prep work I require of any 1:1 coaching client before we get started, in order to make the most of our time together.
“I felt better about money as a whole. Really looking in depth at how to allocate my money mindfully, made financial planning go from intimidating, scary, and overwhelming to fun, exciting and accessible.”
“This work was so illuminating and empowering! Talk about financial clarity! It is so nice to have everything organized and presented right before my eyes. Did it take some work? A bit. Was it worth it? Absolutely! Doing this felt like I was a Queen rediscovering parts of my domain that I didn’t even know I had!”
“I feel relieved that now I have a good picture of my finances in one place. I’m grateful I can make informed choices from here.”