bringing low country hospitality to financial transformatioN
With personalized 1:1 financial coaching.
Based in Charleston, SC — serving clients nationwide across the US and Canada via Zoom.
Welcome to a place where practical financial systems meet money psychology and a whole lot less stress
About quest financial coaching
What sets Quest apart isn’t just my process — it’s the integration of both the psychological and practical sides of money. My financial coaching is shaped by a clear sense of purpose: to help you create a personalized plan for your money — and to help you achieve lasting results — so that you can you build a life that feels as good as it looks on paper.
After 20 years in finance seeing people struggle with their money, Quest was born from the desire to show people that managing money doesn’t need to be difficult. I believe in keeping things simple, and making a lasting impact. This isn’t just a business, it’s a reflection of what I believe in — that money isn’t just about numbers — it should be a reflection of what we value most.
“We are less stressed and feel much more comfortable and confident.
We were struggling with coming up with a system that was efficient and still allowed some freedom. We felt incredibly stuck and unsure how to even start.
There was absolutely no judgment, and the system was incredibly easy to follow once set up."
— Kaeli B. - Admin
Who I am
Hi, I’m Debbie, founder of Quest Financial Coaching.
I started my career on Wall Street, and have spent the last two decades as a financial professional helping people develop new financial tools, habits and mindsets. My approach is clear, practical, and always infused with kindness and compassion (no judgment here).
With a calm, encouraging style, I have a passion for making money concepts simple to understand and free of industry jargon.
Having a strong focus on process — and progress — I help you move from where you are to where you want to be, one step at a time. I believe that growth happens when you feel both challenged and supported.
Practical wisdom, personalized strategy, and a proven process.
Years in finance — making money simple to understand and manage.
Clients’ lives transformed by a behavioral and practical approach to money.
Couples, singles, and solopreneurs finally achieving lasting results.
how i’m different
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My career in finance began in 1998 as a financial advisor at Smith Barney. I’ve managed the investment program for a billion dollar bank, and served as the financial plan manager for a high-end planning firm.
While I loved the investment world, I fell in love even more with the human side — and helping people manage the money that fuels their daily lives, not just their investments.
Throughout my career, I always knew I someday wanted my sole focus to become helping people with the financial choices that shape their daily lives.
Quest is the realization of that dream — to take high-level financial expertise and bring it home to you.
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Many people wonder if hiring a financial coach is a smart investment — or if it’s just throwing money at a problem. But they also realize they need the support, structure, and a system to finally feel in control of their finances.
Unlike podcasts, books, or budgeting apps, 1:1 coaching is a highly personalized, deeply transformative experience that pays dividends for a lifetime.
After decades of seeing people shut out of professional financial help because they didn't meet a corporate "minimum," I believe this level of guidance should be accessible. My goal is to provide the expert tools you need to create lasting change — at a price that makes sense for your life.
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Traditional budgeting can be frustrating, because it usually doesn't last, and then people think the problem lies with them. But a system that relies on willpower, deprivation, and requires you to track every penny — is rarely sustainable. Much like a crash diet: eventually, you give in and eat all the cake.
My approach is different. I use a flexible system designed to encompass your true cost of living — and how you actually live your life. Your money becomes easy to manage and fits your life instead of boxing you in.
I have used this exact system to manage my own money for the last 20 years. When my clients tell me it has changed not only the way they will manage their money for a lifetime, but also has changed their life, I know it works.
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You can have a color-coded spreadsheet that would make your CPA swoon, but if you don't understand the money psychology running in the background — and how it drives your behavior — you’ll keep repeating the same patterns.
That’s why my practice integrates both the psychology and the practical side of money. You need both working together to not only get results, but to ensure they are lasting.
Otherwise, it’s like playing the piano with one hand. You’re missing out on the full composition, and in the case of your finances, you’re only addressing half the picture — and getting half the results.
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My financial coaching isn’t theory. It’s not centered around money manifestation or motivational affirmations, but on the practical steps we implement together that make a profound difference in how your money works in your life.
Knowledge is only potential power; true power comes from applying what you learn to your own life. That’s why each session in my programs provides both insight and new concepts, followed by expert guidance and support on how to incorporate them into your own unique situation.
Much like a pilot navigating a plane through turbulence, as you build new habits and implement changes, I am there to steer you through life’s challenges — so that you can finally create traction and see lasting results.
“i really needed the accountability of a coach.
Being self-employed with my income varying month to month, I really wanted a better idea of how much we needed to cover our expenses and save toward our goals. As an accountant, I could have done this on my own, but I really needed the accountability of a coach.
I have a way better idea of where our money goes now, which gives me peace of mind. Having clarity was a great eye-opener. And now we have a plan in place, which we’re excited about.”
— Tom L. - Mens' Success Coach
are you ready to finally take control of your finances?
There’s a reason you landed on this site. You’ve likely been thinking about getting your finances in order for a while. Maybe now is the time to move beyond thinking about it.
You’re smart and capable; you just need support, structure, and the right system to finally feel in control of your finances. I’d love to show you how simple that can actually be.
This is your invitation to take the first step. No strings, no pressure, no obligation. Just a conversation about where you’re stuck and how financial coaching might be able to help.