Coaching Services
Whether you're stuck in a financial rut or ready to dream bigger, I’ve got your back.
The Fuel Up Session is where your journey starts and where your wildest goals begin to take shape.
From there, I offer Long Term Coaching to help you stay on track to meet your goals while more deeply exploring specific areas of your finances.
Fuel Up Session
A 2-hour, 1-on-1 session to review your past spending habits and create an action plan that addresses your most pressing issues and helps you achieve your goals. Let’s fuel up your finances!
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We will analyze your past 3 months of spending habits with a shame-free attitude to identify what does and doesn’t align with your deeper values and goals.
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We will work together to figure out what gets you jazzed about life and help you set realistic and exciting goals. It’s not about what you spend money on, but why.
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We will work together to create a personalized plan that sets you up to achieve your goals, whether that is paying down debt, going on a dream vacation, saving for a home, or more! My process is based on the Plan-Ahead Method™ from the Financial Coach Academy®, created by Kelsa Dickey. This method will help you see how your decisions today might affect your finances in the next pay period and beyond. It takes the guesswork—and stress—out of budgeting.
Long Term Coaching
After your Fuel Up Session, we can begin to tackle specific areas of your finances, diving deeper into your goals and pain points, increasing your financial literacy, and creating customized solutions that work for you. This coaching typically lasts 3 months. Let’s work together to help you live a life that is free of financial stress!
Getting out of credit card debt
This is the usual culprit in your debt lineup—and it's time to knock it down. I'll help you get out from under high-interest credit cards quickly with smart, streamlined strategies that actually work.
Debt pay-down plans
Feeling buried under multiple debts? Let’s bring clarity to the chaos. I’ll help you figure out what to tackle first and brainstorm realistic and manageable ways to pay everything down faster.
Changing bad spending habits
Old habits die hard but you don’t have to face them alone. I’ll shine a light on the spending choices that are tripping you up and we’ll work together to build smarter, healthier ones that stick.
Values-based goal setting
Budgets tend to break down when they ignore what really matters to you. I’ll help you uncover your core values and build financial goals that reflect them—so your spending feels intentional and empowering, not restrictive.
Emergency fund strategy
Your money should work as hard as you do—and knowing where to store it matters. With savings options constantly shifting, I’ll keep you updated on the smartest places to protect and grow your emergency fund.
Investing basics
Investing can feel like a foreign language but we’ll help translate it. While I don’t give specific investment advice, I’ll walk you through what’s out there and how to open a brokerage account, so you can take that first step with confidence.
For Travelers
Preparing for a long-term trip
Dreaming of a months-long adventure or a meaningful sabbatical? Let’s make sure your finances can keep up. We’ll build a smart plan to cover your travel costs, protect your savings, and keep everything running smoothly while you’re off making memories.
Traveling on a budget
Big dreams, tight budget? No problem. Whether it’s a weekend road trip or a passport-worthy getaway, I’ll help you stretch your dollars and travel smarter so you can make memories without financial regrets.
