Because coaching is unique we start with a free, no-obligation assessment.
Feel Confident and Clear About Money Decisions
Find Balance Between Living For Today and Saving For The Future
Be Content With Your Spending
Not Just Survive...But Thrive In The Life That You Want
Make Money Fun And Easy
Live Abundantly And Pursue The Passion You've Neglected
Find Peace In Your Finances
"I totally did it...paid off my last credit card! Thanks for cheering me on these last few months. I have a person to refer to you. I am so incredibly blessed to call you my friend." — Elissa
Design a personal wealth definition that declares what happiness means to you.
The cornerstone to building wealth and achieving sustainable results is a strong, passionate Why.
Understand your relationship with money, identify roadblocks and opportunities.
Build sustainable habits and behaviors by injecting customized tools, education and accountability.
You'll have a step-by-step, easy to follow, long-term plan for success.
Move forward confidently knowing that decisions you make are in alignment with what's important.
Accountability is the glue that ties commitment to the result.
Ongoing coaching provides a healthy push so you will maintain and increase your momentum.
Gain Control Of Your Finances
Have Peace Knowing You’ll Not Only Survive, but Will Thrive
Have a Spending Plan That Is Aligned With Your Beliefs, Isn’t Restrictive and Helps You Accomplish Your Goals
No Longer Live Under A Blanket of Stress, Shame, or Fear of The Future
Go On Vacation Knowing It’s Paid For...Allowing You To Fully Relax and Re-energize
Make Purchases Without Guilt or Judgement
Live For The Experiences of Today While Securing Your Financial Future
Program Results
- Peace Within 30 Days*
- Improved Relationships
- $600+ Per Month Average Cash Flow Improvement
- Emergency Fund Within 45 Days
- Proprietary coaching processes and systems
- Online courses
- Forms, guides, resources & support materials
- A network of experts
- 118+ Training Modules
- 100+ Hours of Coursework
- 46 Hours of Application
- Extensive 1:1 Mentoring
- Professional Responsibility & Ethics Pledge
- International Financial Coaching Conference
- Continuing Education
"Thank you for sharing your knowledge with me. You gave me hope!" — Katie
I've struggled with the roller coaster of the debt cycle. I repeatedly went from large savings to large debt without a real understanding of why the cycle continued.
I finally found the understanding and passionate reasons to get off this cycle and am blessed to help others get out or avoid this altogether.
I have 16 years of personal experience in blended families, with several years experience as a single parent and 21 years and counting, loving the blessings children bring.
I love the opportunity to share my knowledge and guide people through the blessings and difficulties of blended families.
I look forward to talking with you to see if coaching is right for you.
I'm a member of the Accountable Network, an industry leader since 2009.
This network provides access to a team of the best financial coaches in the world which gives me an endless resource of knowledge and expertise to help navigate anything you can throw at me.
Using the proprietary tools and resources available through the Accountable Network allows my clients to move quickly past basic budget and debt reduction conversations to strategic coaching that results in sustainable and transformational growth.
Because coaching is unique we start with a free, no-obligation assessment.
The combination of getting to know you, learning how you work with money, uncovering obstacles and giving you customized tools are something that only a coach can do. Books, courses and other guidance can only cover the low hanging fruit of financial tips. Coaching provides that deep-dive solutions that provide sustainable results and the accountability you need to make it happen. I will cut through all the generic financial tips, suggestions and advice to deliver the information that’s right for you.
I work with you and your schedule. At a minimum, we will have an initial two-hour intake session followed by seven coaching sessions. The duration of the sessions is usually 30-60 minutes and they are held by-weekly.
If we need to connect outside of these times, you will be able to set additional meetings as necessary.
Because I don't sell insurance or investments, clients find my unbiased approach refreshing.
I focus on education, mindset, behavior and habits. My role is to help you understand the importance of surrounding yourself with wise counsel, answering any questions you may have, etc. but I do not provide advice on products to choose.
If we determine a need for an educational program, online course, or coaching program, there may be an additional charge for those services.
While there are some foundational habits and behaviors everyone needs to master, the benefit of my coaching process and extensive training is I will adapt the concepts, principles, action items and resources to your unique needs. While the tools and resources may be similar from client to client, how they are implemented varies so they actually work for the long term.
Most coaching is performed virtually via Zoom but if you are local, I'd be open to meeting in person.
What happens in a coaching session, stays in a coaching session.
I also don’t collect any personal data (social security number, bank account info, etc.). I do not share your email or any other contact information with any outside agency, vendor or partner without your approval.
You need to feel safe in the coaching relationship and I do everything I can to make you feel comfortable.
This is a judgement free zone.
Coaching is about moving forward, not beating ourselves up over past mistakes. Regret, embarrassment, and guilt are common feelings clients share with me, but my job is to offer solutions that empower and uplift you.
Results vary by client and the effort they put in, but most clients report that ‘peace’ has started even after their first meeting. It’s also common for my clients to experience improvement in their relationships and sleeping within 45 days. Financially, clients fully implementing the program report an average improvement of cash flow of $600 per month.
*Individual results may vary. Every person has unique experiences and applies the information in a different way. Thus, the experiences that we share from other people may not reflect the typical clients’ experience or guarantee that anyone will achieve the same or similar results.
This publication is designed to provide accurate and authoritative information with regard to the subject matter covered. It is the understanding that the publisher is not engaged in rendering legal, accounting, or other professional advice. If legal advice or other expert professional assistance is required, the services of a competent professional person should be sought.
From a Declaration of Principles jointly adopted by a Committee of the American Bar Association and a Committee of Publishers and Associations
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