Build a Solid Financial Foundation
A simple, structured way to get clear and confident with your money
If your finances feel scattered or uncertain, this 3-session program helps you create a solid foundation — one that’s simple to manage and rooted in your real life.
You’ll learn exactly where your money is going, set up an easy system that puts every dollar to work, and start aligning your spending with what actually matters to you.
Why Financial Foundation Works
Simple systems. Real insight. Lasting results.
The Financial Foundation Program blends practical steps with mindset work — so you don’t just organize your finances, you understand them. By the end, you’ll feel grounded, confident, and equipped with a money system that finally makes sense.
Without a strong financial foundation, everything else feels harder.
It’s easy to lose track, overspend, or feel stuck in place. The Financial Foundation program gives you the support, structure, and system you need to finally feel in control. You’ll learn the essential habits and tools that bring clarity and confidence—so your finances stop running you, and start working for you.
Why Financial Foundation?
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A practical 4-week, 3-session framework that helps you organize your money with ease and confidence.
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This isn’t about complex spreadsheets or restrictive budgets — it’s about creating a system that actually fits your day-to-day life.
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You’ll uncover the habits and beliefs that shape your financial decisions, so your system sticks.
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Each step builds on the last, helping you make progress as wel go, without feeling buried in details.
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When you finish, you’ll have a clear, repeatable plan that keeps your finances steady long after the program ends.
What You’ll Cover
You’ll get three private 1:1 one-hour coaching sessions over four weeks, designed to help you clarify your goals, shift your mindset, and create a spending plan that actually works in real life — plus a bonus 30-minute touch-base session to help you stay on track and fine-tune your plan after you’ve put it into action.
Clarify Your Money Goals
Walk through your Dream Session to define your life dreams, clarify your values, and connect your goals to what matters most. We’ll create your net worth statement, check your credit score, and look at where your money is going so you can start structuring it for greater security and stability.
Set Up Your System
Create a simple, user-friendly system for your everyday finances. We’ll set up your bank accounts, automate your money so it goes exactly where you want it to, and make sure you always know how much you can spend. You’ll learn how to plan for unexpected expenses and keep everything running smoothly with minimal effort.
Master Your Money Mindset
Uncover the beliefs and habits shaping your financial decisions. In this session, you’ll learn to recognize old money patterns, understand how past experiences influence your current approach, and identify the behaviors that may be holding you back. You’ll gain awareness and practical tools to reshape your mindset—so you can make confident, intentional financial choices moving forward.
It’s Easy to Get Started
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Schedule a Free Intro Call
Book a free call to see if the Financial Foundation program is right for you. We’ll talk about where you’re feeling stuck and how this 3-session program can help you get clear, and confident with your money.
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Book Your First Session
Once you’re ready to move forward, you’ll get a private link to schedule your first session and pay for the Financial Foundation program, and then you’ll be on your way to officially begin building your foundation.
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Complete the Pre-Work
After you book your first session, you’ll receive simple pre-work to help you reflect on your current finances and clarify your goals. This gives us a strong starting point so you can get the most out of each session.
Why Learn From Me?
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I've got 20+ years of experience in financial services.
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I don't believe anyone should be judged - we've all made mistakes.
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My superpower is making money easy to understand and fun.
Why start now? Because you’re ready for real support.
You’ve been trying to manage your finances on your own, but feeling stuck — and what you really need isn’t another app or cookie-cutter course.
You need 1:1 support, structure, and a system customized just for you.
If you’re seeking clarity, direction, and an easier way to manage your money — this is your invitation to learn more.
Financial Foundation
A 4-Week, 3-Session 1:1 Financial Coaching Program
Two Payments of $150
(first payment due at the time of booking, 2nd payment due two weeks later )
You will receive:
A personalized Financial Foundation Snapshot
Three 1:1 coaching sessions to create structure and confidence
Clear action steps after each session
Email support between sessions for accountability
A bonus 30-minute “Touch Base” session at end of program
Frequently asked questions
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There are no refunds, so please consider your purchase carefully. That’s why we have a free intro call up front, so that you can ask any questions and make sure Financial Foundation is the right fit for you.
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No—this is a live, personalized coaching experience. You’ll meet 1:1 with me over Zoom, and together we’ll tailor a plan that fits your life. You’ll have accountability, guidance, and real-time feedback, not cookie-cutter pre-recorded lessons.
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If you are in Canada, yes. My coaching services are currently available to US residents nationwide and Canadian residents.
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Yes! Couples are welcome. It’s a great way to get on the same page financially and strengthen your relationship. We’ll incorporate both perspectives and help you create a system that works for both of you.