about Quest financial coaching

Where practical strategy meets money mindset to create lasting change.

How many hours have you spent combing through credit card statements wondering WHAT HAPPENED?

You’re worried that you’re always going to be paying off credit cards instead of doing the things that are important to you. That you’re never going to be able to take that bucket list trip, buy a house in a good school district, or eat at restaurants with white tablecloths.

Every time an unexpected expense shows up your stomach ties itself in knots, because you know it will swallow your savings.

You’ve read the books, listened to podcasts, watched YouTube videos and spent hours trying to figure out YNAB. But despite all your efforts, you still feel stuck.

You’re smart and capable, so you’re frustrated that you can’t figure this out.

Welcome to a space where practical financial systems meet money psychology and a whole lot less stress

Hi, I’m debbie. i’ve spent 20+ years in the financial industry.

And I’m here to tell you that the reason you’re stuck is not you.

  • Cookie-cutter advice from books, courses, YouTube videos and apps like YNAB don’t work, because they’re not personalized to you.

  • Your circumstances and challenges are unique, like having the variable income of a solopreneur, or having a partner that’s not on the same page with financial priorities.

  • Your financial backstory creates a perspective on money that is unique to you. Your money stories and money personality have a deep effect on your relationship with money.

Go beyond books and podcasts. Get the guidance that lets you finally take control of your finances so you can start enjoying your money. I’d love to help you do that.

book a consultation

“I have so much more clarity and confidence than I did before.”

"At first, I wasn’t sure if hiring a financial coach was a smart use of money—or just me throwing more money at a problem. But I realized I needed support, structure, and a system to finally feel in control of my finances.

Working with Debbie turned out to be absolutely worth it. I have so much more clarity and confidence than I did before."

— Jen Z., Hypnotherapist

experience, judgment-free guidance, and a proven process

Years in finance - making money management simple, practical, and flexible.

Clients’ lives transformed through a values-aligned approach to money.

Women, couples and solopreneurs finally feeling in control of their finances.

how i’m different

  • Working at a major Wall Street firm, I saw firsthand how many people were shut out of getting financial guidance just because they didn’t meet the $250K minimum.

    I started this business because I believe personalized financial guidance should be affordable accessible to everyone. My 1:1 coaching services range from a $75 1-hr Money Personality Assessment and Session to $300 for my mid-tier Financial Foundation program, and $225/month for for my 3-month comprehensive Money Mastery program.

    1:1 coaching may cost more than an online course — but the personalized guidance and accountability you get can change everything.

  • Traditional budgets don’t work — because they’re built around restriction and willpower, which creates a “financial diet” mindset that rarely lasts. Eventually, life happens — a car repair, a slow month, a medical bill, more spent on groceries than planned — and the whole system falls apart.

    My approach is different. I use an easy, flexible money management system — especially helpful for anyone with variable income. It focuses on planning ahead, and lets you manage your finances in less than an hour a month.

  • You can have a color-coded spreadsheet that would make your CPA swoon – but if you don’t understand the money stories running in the background, the emotions those stories create, and how those emotions drive your financial behavior, you’ll keep repeating the same patterns.

    That’s why we dig into both the psychology and practical side of money – you need both working together to get the full picture. Otherwise, it’s like playing the piano with one hand.

  • My work isn’t theory. It’s not centered around money manifestation or motivational quotes, but on practical steps that we implement together, that make a profound difference in how your money works with your life.

    You’ll get personalized support, flexible systems, clarity and a plan for your money, so you create traction — and finally start seeing results.

  • After more than two decades in the financial industry, I’ve helped thousands of people take control of their money. And I’ve seen just about everything, which means when you tell me your story, I’m not surprised or judgmental.

    I’m listening for the patterns, the opportunities, and using my experience to help you make the shifts that can lead to big results.

schedule a consult

“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

A smartphone with a nature-themed lock screen, a glass of coffee, and a notebook placed on a round woven rattan table.

explore what’s possible

There’s a reason you’re here. You’ve probably been thinking about getting your finances in order for a while. But then work and life get in the way, and you’re reacting to everything again. Maybe now is that time.

If you’re seeking clarity, guidance, and a simpler, more flexible way to manage your money, this is my invitation to book a free, no-pressure, 20-minute Zoom or phone call.

Stop hoping that things will be different. Let’s make sure that they finally are.

Book a call