Embedded Files
There's no one-size-fits-all when it comes to money — and there's no one-size-fits-all when it comes to working with me.
There's no one-size-fits-all when it comes to money — and there's no one-size-fits-all when it comes to working with me.
Every option below starts with one thing: understanding your life, your goals, and what you actually need.
Every option below starts with one thing: understanding your life, your goals, and what you actually need.
Then we build from there.
Then we build from there.
Why "leadership"?
Why "leadership"?
Because managing money well takes the same things that make someone a good leader: clear decisions, the ability to delay gratification, honest communication under pressure, and the willingness to own the outcome — good or bad.
Most people were never taught to see it that way. They think of money as something you’re either naturally good at or not. It’s not. It’s a skill — and like every other leadership skill, it can be learned.
That’s the lens behind everything below. Whether you’re here for one focused session or the full coaching program, we’re not just fixing a budget. We’re building your capacity to lead your own financial life.
Start here
The Financial Focus Session
The Financial Focus Session
One question. One focused session. One clear answer
$250
Sometimes you don't need a full overhaul — you just need a clear answer to one specific question.
Maybe you're facing a major financial decision and don't know when or how to move forward. Maybe a big tax bill caught you off guard and you're not sure how to handle it. Maybe you feel like you're juggling too many financial priorities at once and can't figure out which one to tackle first. Or maybe you've just realized that no one ever actually taught you how money works — and you're tired of figuring it out alone.
Bring your question. We'll dig into your specific situation together, and you'll leave with a clear answer and a concrete next step — not a generic checklist that doesn't fit your life.
Includes:
· 60-minute focused session
· Written summary and next steps
Best for: Anyone with a specific question or decision — no commitment required
Not the right fit if: you’re looking for an ongoing relationship or a comprehensive plan. The Masterplan is the better starting point for that.
✓ Credit your $250 toward the Financial Masterplan if you decide to go deeper
Available up to twice per year per client
Most popular starting point
The Financial Masterplan
The Financial Masterplan
See the full picture. Build your foundation.
$500
Before you can design the financial life you want, you need to know exactly where you're starting from. The Financial Masterplan gives you a complete, honest picture of your financial situation — and a personalized roadmap for where you want to go.
This isn't a generic plan pulled from a template. It's built around your values, your goals, and your life. You'll leave knowing exactly what your priorities are and what to do first.
Includes:
· 90-minute deep-dive session
· Full financial review
· Cash flow analysis
· Top 3 priorities
· Personalized action plan
Best for: Anyone wanting clarity and a real starting point
Not the right fit if: you already know your priorities and need help actually following through. That’s exactly what the Coaching Program is built for.
✓ Included at no extra cost in the Coaching Program
Most comprehensive
The Coaching Program
The Coaching Program
Based on the Financial Leadership by Design™ methodology
Build the money system designed for your life.
$667/mo
Knowing what to do and actually doing it are two different things. The coaching program is where real change happens — through consistent support, accountability, and a system built specifically around how you live, what you value, and where you want to go.
You're not following my plan. We're building yours. Together we'll create a money system you actually believe in — one with the habits, mindset, and communication skills to keep it working long after we're done.
Includes:
· Financial Masterplan
· Biweekly coaching calls
· Accountability support
· Personalized money management system
· Financial literacy, mindset and behavior coaching
· Habit tracking and tools
Best for: Anyone ready to stop reacting to money and start designing a financial life that works
Not the right fit if: you’re in the middle of an acute financial crisis — significant debt collection, bankruptcy, or emergency. I can point you to the right resources, but this program is built for people who are stable and ready to build, not in triage.
✓ Save 10% when paid in full upfront
Most clients work with me for 3–6 months. We'll figure out the right fit for you.
Frequently Asked Questions
Frequently Asked Questions
What if I can't afford this right now — but I know I need it?
What if I can't afford this right now — but I know I need it?
I hear this a lot — and I take it seriously. Financial coaching is an investment, and it's okay to think carefully before committing.
Here's what I'd ask you to consider: if you could reduce the stress money causes in your life and relationship, how much would that be worth to you? For most people, the cost of not addressing it — in dollars, stress, and conflict — far outweighs the cost of getting help.
And practically speaking, you don't have to start big:
The free Financial Health Assessment costs nothing and takes 10 minutes. Start there.
The Financial Focus Session ($250) is a complete, useful hour with no further commitment required.
If budget is a real barrier, let's talk — I'd rather find the right entry point for where you are than have you wait for a moment that never quite arrives.
What’s the difference between coaching/counseling and a financial advisor?
What’s the difference between coaching/counseling and a financial advisor?
A financial advisor manages investments and recommends financial products. I don’t do that. I help you understand how money works, examine your relationship with it, and build the mindset and systems to lead your financial life well. Think ‘how to think about money,’ not ‘where to put your money.’
Do I need to have my finances in order before reaching out?
Do I need to have my finances in order before reaching out?
No — and that’s usually exactly why people reach out. You don’t need it together to start. You just need to be willing.
My partner and I aren’t on the same page about money. Can you work with both of us?
My partner and I aren’t on the same page about money. Can you work with both of us?
Yes — this is one of the most common reasons couples come to me. You don’t both need to be equally enthusiastic. You just both need to show up.
Are sessions in person or online?
Are sessions in person or online?
If you are able and willing to do in person, I LOVE being in person.
If you are not able or willing to do in person, sessions will be done thru video conferencing. I do ask that you have the ability to be on camera, which allows for a better session for both of us.
This allows me and you the freedom of working together in your preferred setting.
Are you a fiduciary?
Are you a fiduciary?
Yes — as an AFC® (Accredited Financial Counselor), I’m bound by a professional code of ethics that puts your interests first. I don’t sell financial products or earn commissions.
Ready to Take the First Step?
Ready to Take the First Step?
That's exactly what the consultation call is for — an honest conversation about where you are and what you actually need.
Not Quite Ready to Dive In?
Not Quite Ready to Dive In?
Start by taking the Financial Health Assessment to see where you are at and what areas of financial planning you may need to focus on to create the lifestyle you want.
Page updated
Report abuse