1:1 online Financial Coaching Services
Stand-alone 1:1 session
Money Personality
$75 Single, $100 Couples
A one-hour, zero shame assessment, report and interpretation session to uncover your natural financial traits before looking at any numbers.
Money Personality is currently available to US and Canadian residents only.
1:1 Financial Coaching Programs
all programs are delivered via zoom
Discover a more sustainable approach to your personal finances. As a hands-on partner, I’ll help you make considered decisions about your finances, looking beyond traditional rigid advice, conentrating on what feels right for you, how you’re wired, and what kind of life you want your finances to support.
financial foundation
$320 - Two Payments of $160
A focused four session coaching program that builds the core building blocks of financial security. You'll get clear on your goals, organize your finances, and build simple systems that feel manageable — without overwhelm.
money maps
$420 - Two Payments of $210
Real life doesn’t fit in a spreadsheet. Money Maps is a proprietary, structured, flexible cash management system rooted in your core values that adapts easily to change — giving you room for guilt-free spending with a plan to meet your goals.
money mastery
$630 = Three Payments of $210
Get everything included in Financial Foundation and Money Maps in one comprehensive coaching program that brings together your numbers, money mindset, and a proprietary money management system.
How it works
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01 - explore the programs
Click the Learn More button on any coaching program to read the details, and consider the right path for your situation and budget.
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02 - schedule your call
Book a free 20-minute phone call to discuss your needs and goals - and my approach, structure, and programs, to see if we’re a good fit.
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03 - Decide the next step
After our conversation, take all the time you need. The choice to proceed is entirely yours. There is never any pressure.