Financial coaching is for individuals and couples who feel they are earning decent money but want more clarity, confidence, structure, and progress with their money.

Not at all. You can reach out wherever you are. We’ll discuss your situation, priorities, and the type of support you’re looking for.

The first consultation is a focused conversation about where you are, what you’re working through, and whether private financial coaching is the right fit. This Zoom meeting is free and there is no obligation to sign up for coaching.

Yes. I provide a 3.5 hour deep-dive into your business to find out what is working well and where you can make improvements. We can then decide if ongoing coaching is needed.

Yes. All of my coaching sessions are conducted online. There are some exceptions where it may be better to meet in-person but almost all sessions are online.

If coaching is the right fit, private coaching typically begins with either a four- or six-month engagement. There are times where the issue needing attention may only require a couple of sessions but that is on a case by case basis. Specific sessions, support, and investment are discussed during the consultation.

Financial coaching focuses on helping you understand your money habits, create clarity around your goals, and build practical systems to make confident financial decisions. It is about creating awareness, accountability, and lasting change. I am no longer a financial advisor so I do not provide investment advice. I have very good relationships with financial advisors that I recommend my clients to when the time is right.

Coaching is based on your unique situation. I do not have a set program since everyone’s needs are different. During our introductory meeting, we will talk about what you would like to achieve and set the focus on that. Topics often include spending habits, debt, financial goals, money mindset, planning for the future, and creating a clearer path forward based on your unique situation.

Not at all. Many clients are successful, high earners who want more clarity, better systems, and a stronger connection between their money and the life they want to build. Many people are very good at what they do but struggle with managing their money.

The first step is scheduling a private consultation. This gives us time to understand your goals, discuss what you’re looking for, and determine the best next step for your situation.