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 behind, paying off credit cards instead of doing the things that are important to you.
Afraid that you’re never going to be able to take that bucket list trip with your parents, buy a house in a good school district, or eat at restaurants with white tablecloths. That your stomach will always tie itself in knots when an unexpected expense shows up — because you know it will swallow your savings.
You’ve read the books, listened to podcasts, downloaded YNAB, watched YouTube videos.…
BUT DESPITE YOUR EFFORTS, YOU STILL FEEL STUCK.
You feel like you can’t buy the things you want, have dinner out with friends, or go on date nights — because you’re “on a budget”. You’re smart and capable — so you’re frustrated that you can’t seem to figure this out.
Welcome to a space where practical financial strategies meet mindset, clarity, 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 — the reason you’re stuck is not you.
Cookie-cutter advice from books, courses, apps like YNAB and YouTube videos doesn’t work, because we’re not all the same.
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 different perspective on money that is unique to you. Your parents’ and grandparents’ money stories have a deep effect on your relationship with money.
Knowing what to do isn’t enough — you need a system that works for you: your life, your interests, your goals, your challenges — not one that just looks good on paper.
You need a personal approach. As a financial coach, I bring the practical and mindset pieces together and give you the support, accountability, and personalized guidance you need to finally get unstuck and make real progress.
“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
Practical wisdom, 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
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When I worked at a big Wall Street firm, I saw firsthand how many people were shut out of getting financial guidance because they didn’t meet the $250K minimum.
I started this business because I believe personalized financial guidance should be accessible and affordable. My 1:1 coaching services range from a $75 1-hr Money Personality Assessment and Session to $325 for my mid-tier Financial Foundation program, and $275/month for 3 months for my comprehensive Money Masteryprogram.
1:1 coaching may cost more than an online course — but the personalized guidance you get can change everything.
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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, lets you manage your finances in less than an hour a month.
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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 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 mindset and practical strategy sides of money – you need both working together to get the full picture. Otherwise, it’s like playing the piano with one hand instead of two.
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My work isn’t theory. It’s not centered around money manifestation or motivational quotes, but on practical strategies that make a profound difference in how your money works with your life.
You’ll get personalized support, flexible systems, insight, and clear steps that we’ll implement together for your money, so you create traction — and finally start seeing results.
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After more than two decades in the financial world, I’ve helped thousands of people get on top of their money. I’ve seen just about everything — which means when you tell me your story, I’m not surprised or judging.
I’m listening for the patterns, the opportunities, and using my experience to help you make the small shifts that can lead to big 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
explore what’s possible
You’ve probably been thinking about getting your finances in order for a while. But it’s easy to put it off—and nothing changes. Maybe now is the right time.
If the thought of talking to someone about your finances feels a little scary, you’re not alone. I’m not here to judge—I’m here to understand your goals and challenges, and provide perspective on what’s really going on and how coaching might help.
If you’re seeking more clarity, direction, or a simpler way to manage your finances, this is your invitation. Book a free, no-pressure, 20-minute Zoom or phone call and let’s chat.