Set Up a Budget
- Budget planning that fits real life
- Needs vs. wants clarity
- Minimalist money mindset
- Per-paycheck spending plans
How We Help
Talking about money is vulnerable — and it's not always easy.
I know, because I've been there. As your financial coach, I've built a judgment-free environment to help guide you from struggling to thriving with your money.
The 4 Pillars
This program is right for you if you need to learn how to:
Whether you're starting from zero or fine-tuning a working plan, we'll customize the path to your stage of the journey.
Save Money
- Developing savings habits
- Emergency funds done right
- Sinking funds for big goals
- Automating the boring parts
Pay Off Debt
- Credit score improvement
- Good vs. bad debt decisions
- Big purchase planning
- Snowball & avalanche strategies
Build Wealth
- Investing & real estate
- Retirement planning
- Passive income strategy
- Legacy & generational wealth
Customized For You
Built for your needs — not a one-size-fits-all template.
We offer multiple options for gaining (or regaining) control of your finances. The goal is simple but effective strategies for reaching your money goals.
Below is a snapshot of our typical offerings. We understand that finances may be difficult — please don't let the fear or shame of affording our programs turn you away from financial independence.
We just need a conversation to figure out what works best for you in your current situation. Take the first step.
Coaching Programs
Choose the level of support that fits
Every program is delivered virtually — phone, video, and text — so you can coach from anywhere life takes you.
Budget Checking
Review · Adjust · Stay on Track
Month-to-month
Already have a budget but want a second set of eyes? A lighter-touch option to keep your plan honest with regular check-ins — no long-term commitment.
- Monthly budget review session
- Spending check-ins & course-correction
- Accountability between reviews
- Email & text support
- Upgrade to full coaching anytime
Foundation & Plan
Refocus · Gain Control · Set a Plan
3-month commitment
The starting place for most clients. Weekly working sessions to build your budget, change your habits, and put a real plan in motion.
- Weekly support meetings
- Budget review & adjustment
- Habit change coaching
- Goal setting & planning
- Call & text support between sessions
Foundation Plus
Deep Dive · Build · Sustain
3-month commitment +
For families ready to go all-in. A 2-hour deep dive, then weekly sessions, plus bonus resources and access to a vetted network of pros.
- 2-hour intensive deep dive
- 1-hour follow-up session
- Weekly 30–60 min sessions (3 months)
- Assistant Coach video library
- 15-min Spending Plan, Priority List & more
- Network of trusted partners
Continued Growth
Refine · Maintain · Accelerate
For graduates
Ongoing accountability after you complete a foundation program. Keep the momentum going as your goals get bigger and your life gets more complex.
- 1–2 meetings per month
- 30–60 minute sessions
- Cadence adjusts with your goals
- Investment & wealth conversations
- Major life decision support
Pricing is shared on our assessment call once we understand your situation and what you actually need. No surprises, no upsells.
The Process
A simple, structured path forward
Coaching isn't magic — it's a repeatable process of clarity, plan, action, and accountability.
Free Assessment
A 30-minute call to talk through where you are, what's stuck, and what you want. No pressure, no obligation — and you'll walk away with at least one immediate idea you can try.
Build the Plan
We dig into your numbers, goals, and the deeper "why" behind them. By the end of our first working session you'll have a budget you understand and a 90-day roadmap.
Weekly Coaching
Every week we check the plan, adjust the plan, and tackle whatever life threw at you. Calls and texts between sessions keep the momentum going.
Honest Answers
Common questions, before we get on a call
Is this just for people drowning in debt?
Not at all. About half of our clients are doing "fine" on paper but feel like their money has no direction. We coach people across the spectrum — from heavy debt to high earners building wealth.
How is a coach different from a financial advisor?
Financial advisors typically manage your investments. A coach helps you build the habits, budget, and mindset that make investing possible in the first place. Most clients eventually need both — and we partner with vetted advisors when you're ready.
Do you coach individuals or only couples?
Both. Many of our most powerful sessions are with couples (because alignment changes everything), but plenty of individuals work with us solo, including young professionals, single parents, and retirees.
Is everything virtual?
Yes — sessions happen over Zoom or phone, with email and text in between. That means you can coach from anywhere in the country, and we can work around your real schedule.
What if I can't afford it right now?
Have the conversation anyway. We have multiple program tiers and we'd rather find a fit than turn you away. The free assessment is genuinely free, no card required.
Ready? Send me a message.
Book a free 30-minute assessment call. We'll figure out where you are, where you want to go, and whether we're the right team to get you there.