take control of your finances for good - with money mastery
Take control of your finances — so you can focus on what matters
With a simple structure, practical systems, and a plan for your money that brings clarity, order, and direction, this program includes 6 intensive sessions and 3 months of maintenance coaching to ensure lasting success.
“Debbie was there for me with all the support I could possibly need.”
Now, I’m saving money automatically (and not backsliding into overspending), I know I have enough money to travel, and I’m confident that I have what I need to pay the bills even when I have a lower income month. She’s amazing.
Lauren V. - Copywriter
Like many of my clients, you’ve probably been trying to make traditional budgeting work for you — but something’s off.
Intuitively, you know there must be a easier way to manage your money — one that gives you control without having to spend all your time managing it.
And your search for answers has led you here.
At last, you can exhale. Through this practical, transformative program, you’ll get clear on your money and build a simple values-aligned plan that runs smoothly in the background — so you can spend less time worrying about your money and more time living your life.
you’ve tried to get your finances in order before… but nothing seems to stick
have you created a budget that looks good on paper, but once you’re in it, you feel restricted?
Most budgets look solid in theory — neat categories, precise numbers, everything accounted for. But once you start living with it, reality doesn’t cooperate.
A dinner out with friends, a surprise repair, a slower business month — real life doesn’t stick to the plan. Budgets built around “perfect months” or static spending quickly feel unrealistic, and that’s when frustration sets in.
Many plans also underestimate the small things that make life enjoyable — the morning coffee, the streaming subscription, the spontaneous lunch that keeps you sane after a long week. On paper, cutting them seems reasonable. In practice, it feels like deprivation.
And when there’s no buffer for life’s unpredictability, every curveball becomes a setback. It’s not you — it’s the structure. Most budgets are too rigid to handle real life.
The system you use to manage your money needs to be realistic and flexible enough to accommodate real life, rather than a rigid plan that causes constant feelings of deprivation.
reimagining your finances
We’ll work through three essential pillars that transform how your finances operate — from mindset to systems, to creating a clear, values-aligned roadmap that finally feels sustainable.
Money Mindset
Exploring your money personality, emotions, patterns, and money story — with compassion, not judgment. Together, we identify beliefs that no longer serve you and replace them with ones that support calm, confident financial choices.
Systems
Create a strong foundation for security — and a simple, values-based system for spending, saving, and planning. You’ll bring structure to your money with proprietary tools, and form new habits that make managing finances feel easy.
Money Mapping
Design a clear financial roadmap that reflects your priorities and lifestyle — no rigid budgets required. Learn to navigate curveballs, make values-based decisions, and use your money to support the life you truly envision.
“I’m really glad we used Debbie. She builds a system with you that brings you happiness.”
“My wife and I have struggled coming up with a financial system that works for us. My wife works in finance and we've tried many different approaches. We looked into the Ramsey courses and I'm really glad we used Debbie. She takes a holistic approach to your finances and builds a system with you that brings you happiness.”
Jon B. - Education Administrator
how this program is stuctured and how you’ll be supported
Six one-hour 1:1 core coaching sessions
You’ll receive six 1:1 sessions over 7 weeks, designed to help you master both the emotional and practical sides of money. We’ll dig into what’s working, what’s not, and where your system needs to adapt — so you can finally feel clear and in control of your finances.
proprietary money management software
You’ll get access to a proprietary, easy-to-use system that brings all your numbers into one place — so you can see your spending, saving, and progress clearly without complex spreadsheets. It’s the same structure I use myself to feel clear and in control.
24/7 Implementation guidance
You’ll have ongoing email support (during business hours) between sessions in case you hit a snag as you complete your exercises, and a weekly accountability check-in — to make sure you’re staying on track, so you’ll always have access to help when you need it.
sessions recaps via email with action items
After each session, you’ll receive a recap email with clear next steps — no wondering what to do next and no worrying about having to take notes in sessions. These practical, bite-sized actions keep you focused and moving forward without feeling overwhelmed.
session exercises and worksheets
Each session comes with access to my propriety templates and worksheets that make putting into practice what you’ve learned in each session easy. This isn’t just theory, it’s building your system in real life, a week at a time, so you have a complete system at the end.
three months of included maintenance coaching
At the end of the 7-week core program, you’ll receive one 30-minute coaching session a month for 3 months, to check your progress, answer questions, and ensure things are working smoothly in real life. This helps solidify the habits and structure you’ve built.
transform Your finances in just 7 Weeks
The commitment: Spend just two hours a week — that’s it.
Each one-hour session includes about an hour of exercises between meetings — no videos, no extra material to wade through, and help available when you need it.
With three months of included support after the core 7-week Money Mastery program concludes, you’ll have the space and guidance to fine-tune and strengthen your entire system.
After that, maintenance of your new system should take less than 90 minutes a month.
why start now? Because you’re here for a reason.
You’ve probably been thinking about this for a while — and something in you knows it’s time to get your finances working for you, not against you.
If you’ve been craving structure, clarity, or a calmer relationship with money, this is your sign to begin.
If you’re ready for a system that actually fits your life, this is the right place to start.
How it works
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Book a free 20-minute Clarity Phone Call to ask questions, share your goals, and see if it’s a fit. If we both feel good, you’ll get the next steps to move forward.
When you book your call, there will be a few simple questions to answer so that we can make the most of our session.
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If you decide to move forward, you’ll complete a client agreement, and then will receive a link to book your first appointment. The first month’s investment is due at this time.
After you’ve paid, you’ll get some pre-work to complete 1 week ahead of our first meeting. -
At your scheduled time, just click the Zoom link in your confirmation email and come ready for a fun, eye-opening session as we start by digging into your dreams and get you on the path to more clarity, confidence and control of your finances.
With Money Mastery, you'll gain the clarity and direction you need to make meaningful, lasting changes for a complete financial transformation.
Please Note: This program is currently limited to U.S. and Canadian residents.
This program is for women, couples, and service-based solopreneurs who want:
A simple system to manage your everyday money—without spending hours tracking expenses—so you always know where your money is.
To find a balance between enjoying life, saving, and paying off debt.
To save automatically so you can stop worrying about every unexpected expense and feel more financially secure.
To spend more intentionally so you have more for the things that truly matter to you.
An easier way to manage unpredictable income so you can pay yourself monthly, cover expenses, build a reserve, and stabilize your finances.
why learn from me?
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I started my career in finance back in 1998, trained by industry giant Smith Barney. Since then, I’ve managed the investment program for a billion-dollar bank, and worked as the financial plan manager for a boutique financial planning firm.
Throughout these two decades, I have personally counseled thousands of clients on the practical, everyday money management that leads to financial health. My Linked In profile has all the details if you’d like to explore my experience further.Please Note: I am not a registered investment advisor. My services are limited exclusively to financial coaching, and do not include the management of assets or the provision of investment advice.
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We don’t just look at numbers. True financial transformation happens when we marry the emotional and the practical. We combine money mindset and psychology (your behaviors and beliefs) with the practical side of money (systems and money mapping) to ensure a comprehensive, lasting approach that works for you.
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I cut through the industry jargon and complexity. I’ve taken the best of my two decades in corporate finance and financial planning, and refined it into clear steps that actually work for real life. This isn’t theoretical; it’s a proven system designed to give you the clarity and control you need without the headache of complicated spreadsheets and rigid budgets.
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Everything I teach, I am actually doing myself. I have tried dozens of budgeting approaches over my career, and found that most were too rigid or complex. I created this unique method out of a personal need for flexibility and sustainability and it’s what I have passed on to thousands of clients over my two decades in finance. I practice what I preach, so you can trust the system is battle-tested and effective.
A look inside the modules…
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In this module, you'll uncover and define your dreams and core values, putting numbers to those dreams to give them shape.
We’ll create a net worth statement to establish a clear starting point, then start building a strong financial foundation that sets the stage for the journey ahead.
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Uncover your money stories, identify and understand your money mindset, and discover your unique Money Personality. Learn how these factors work together to influence your financial decisions and how to work with them instead of them working against you.
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Build a plan that ensures intentional and purposeful use of your money with my easy-to-use Cash Management System that takes the place of a restrictive budget.
It’s about aligning your spending with your goals and values (what’s most important to you) while still taking care of your future self.
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We’ll dig deep to find the things that bring you the most happiness, and find a way to incorporate more of those things into your life, not less.
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What do you do when everything seems like a priority? Should you pay off debt first or save more? How can you build a solid plan to become a homeowner or do those home renovations or buy that new car?
We’ll prioritize all of your financial goals, set up a plan to finally achieve them, and create a clear roadmap for you to follow.
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Bumps in the road along your financial journey are inevitable. Learn best practices to handle the curveballs life throws your way, and build in the flexibility that allows long-term, continued success.
Frequently asked questions
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The Clarity Call is a free, 20-minute phone call designed for mutual fit. We’ll chat about your current situation, your goals, and what’s been getting in the way. I’ll also answer any questions you have about coaching or the Money Mastery program to help you decide if this is your best next step.
This is a casual, no-pressure chat intended to provide you with genuine insight and options, not a hard-sell sales call. Because coaching requires a real commitment of your time and energy, at the end of our call, if we both agree it's a fit, I actually encourage you to sleep on it before making a decision to move forward. Once you’re 100% sure you want to proceed, I’ll send over the details for you to get started.
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Yes! In fact, I highly encourage it. Navigating this program together is a powerful way to build a shared money language and improve your communication, which strengthens your relationship regardless of your individual "money styles."
I always advise that both partners have a clear, intimate understanding of the family's financial picture—even if one person handles the daily logistics. This ensures true teamwork and, most importantly, continuity. Should the primary manager be unable to handle finances due to illness or other life events, you’ll both have the confidence and knowledge to keep your household moving forward without added stress.
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If you are in Canada, yes. My coaching services are currently available to US residents nationwide and Canadian residents. If you do not reside in the US or Canada, this service is not available to you at this time.
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A financial advisor focuses on retirement planning, selling investments, and assets under management. As a financial coach, the only fee you will pay is the fee for the coaching program you choose. I don’t sell any products, and I don’t deal with investments or insurance. My focus is on your everyday money, systems, and behaviors. We work on foundational money management as well as money mindset so that the changes you make are lasting.
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This program is different because it’s non-judgmental, flexible, and customized to your life and values. Instead of a rigid system, you build a resilient system that accommodates real life and focuses on behavior change, not restrictive budgets.
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A course is typically self-study with generic videos and worksheets. Money Mastery is a personalized coaching program with direct 1:1 interaction, system building, and hands-on guidance. You get 24/7 implementation support via email, weekly check-ins, and three months of maintenance coaching — ensuring you succeed, not just learn theory.
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You can certainly learn from free content, but it won’t be customized to your life or hold you accountable. Podcasts and videos provide general information, while the Money Mastery program provides 1:1 coaching to build a system specifically for your unique income, goals, and situation, with a coach holding you accountable every step of the way.
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I offer a conditional cancellation policy after the first session to ensure we’re the right fit, but the initial session payment is non-refundable once you receive the pre-work.
money mastery
A 7-week, 6-session 1:1 core Financial Coaching Program
including 3 months of monthly maintenance coaching calls (30-minutes each)
5 monthly Payments of $150/month
(Your first payment is due at the time of booking, with subsequent monthly payments starting the following month. )