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Financial Services

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Individual/Couples Coaching

Feeling overwhelmed by your financial situation? There is a way out, so let's get ready for the financial freedom you deserve. The initial introduction session is always free!

Coaching sessions are 45 minutes and are tailored to your goals. We will focus on getting your budget organized (putting you in control of your finances) and discuss ways to save, increase your credit score, pay down debt and general education. You will be surprised at what you can learn, and how organized things can be, in just a couple of sessions!

Wedding Budget Planning

Are you excited about your upcoming wedding, but feel overwhelmed by the costs? 
Planning sessions will be 45 minutes and we will start by creating a budget for your dream wedding! I will help you establish budget friendly solutions to ensure your wedding is not only an awesome time, but also doesn't break the bank. We will also discuss your general monthly budget so we can find ways to start saving for your special day! An initial introduction session is free.

Image by Jeremy Wong Weddings

Quarterly Accountability Meetings

Perhaps you feel like you have a good handle on your finances. You have a spending plan and feel pretty good about where you are, but would like an accountability partner to keep up the motivation and good habits. Then my Quarterly Accountability Meetings are perfect for you! We will meet 4 times a year, each quarter, to check in around where your finances are. This is your time to ask questions and make sure your finances are where you want them to be. 

Please fill out the Contact form to learn more!

Financial Wellness Presentation

Did you know that confident people are more likely to be motivated? I am happy to help your staff build up their confidence around financial education, which will lead to more motivated employees. A Lunch and Learn or an all-staff meeting would be a great time to bring in this type of presentation. My topics include credit scores and reports, paying off debt, and money mindset. I am also happy to create a program that fits the needs of your staff. Virtual and in-person presentations available.

Please fill out the Contact form to learn more!

Image by Marcos Luiz Photograph
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