Build a Spending Plan That
Supports the Life you Want
Financial Clarity Foundations
The first step to sustainable, values-based budgeting—whether you’re working with us 1:1 or going DIY
This course includes the same foundational exercises we 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 income, expenses, and what your money can realistically support
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 a clear picture of your finances but aren't sure where to begin.
You're looking for a simple, practical framework for making financial decisions.
You're not quite ready for 1:1 coaching but want trusted guidance to get started.
You and your partner want to get on the same page financially.
If you decide to work with us 1:1, we'll apply your $99 course purchase toward your Financial Clarity Intensive.
What’s Included:
Reflective worksheets and prompts to clarify your priorities
13 instructional videos that walk you through each step
Downloadable tools to map your personal plan
Lifetime access
Pricing & 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 we 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 Emily created this course:
Over the last decade I've helped hundreds of individuals and couples create spending plans that support both their current lives and future goals.
I've found that the biggest obstacle for most people isn't a lack of motivation—it's a lack of clarity.
Before we can make confident decisions about spending, saving, debt repayment, or future goals, we need a clear picture of what's happening today and what matters most moving forward.
That's why every one of my 1:1 clients completes this process before we begin working together. It helps us start from a place of clarity, intention, and realistic planning.
Now, you can work through that same process at your own pace, whether you're planning to work with us or simply want a trusted framework for managing your money.
“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.”