Work With Me & Transform Your Financial Future.
This Coaching May Be Right for You If:
• You feel stuck or overwhelmed by financial decisions
• You want a clearer strategy for managing money
• You’re navigating a financial transition or major life change
• You want accountability and guidance as you work toward long-term goals
My Coaching Approach
I believe that financial wellness is about more than just numbers—it’s about building a life of choice and security. My coaching philosophy is rooted in:
-
Personalized guidance – No one-size-fits-all solutions.
-
Practical, real-world strategies – Easy-to-implement plans that work for your lifestyle.
-
Support & accountability – A structured approach with ongoing check-ins to keep you on track.
-
Empowerment & education – Helping you make confident financial decisions that serve your future.
Explore My Coaching Programs
I offer four levels of coaching, each designed to meet you where you are and help you achieve your next financial milestone.
Quick-Start Financial Power Session – $199
A one-time, focused session for immediate financial clarity and action.
Best for: Individuals needing fast, expert advice on budgeting, debt payoff, or savings.
Includes:
- 60-Minute Coaching Session
- Immediate Action Steps
- Email/text support for 2 weeks Â
Financial Wellness Plan – $1,499
A 10-week program designed to create a strong financial foundation with structured support.
Best for: Individuals seeking financial clarity, budgeting help, and a solid debt reduction/savings plan.
Includes:
- 15-minute intake call
- Digital workbook & in-depth interview
- Custom financial wellness plan
- Plan activation call (30 min)
- 4 plan check-in calls (Day 14, 30, 60, 90 + off-boarding)
- Ongoing text & email supportÂ
Financial Freedom Accelerator – $4,999
A 6-month, deep-dive program to execute and optimize your financial strategy.
Best for: High achievers looking to build wealth, refine tax strategies, and optimize their business or personal finances.
Includes:
- 90 minute initial strategy session
- Custom financial plan
- Plan activation call (60 min)
- 5 monthly check-ins
- Priority text & email supportÂ
Wealth Momentum Membership--Exclusive to Coaching Graduates
An ongoing financial strategy & accountability membership, available only to coaching graduates.
Best for:Â Individuals who have completed prior coaching and want continued expert guidance.
Includes:
- Monthly 45-min strategy sessions
- Quarterly financial reviews
- Continuous financial plan updates
- Priority text & email supportÂ
What a Coaching Session Looks Like
During our sessions, we’ll talk through your current financial situation, identify your priorities, and develop practical strategies you can start using right away.
My goal is to help you move from uncertainty to clarity, with actionable steps and supportive accountability.
Book Your Coaching Session Today
Most new clients begin with the Financial Power Session, a focused conversation designed to give you clarity on your biggest financial question and help you take the next step forward. Looking for continued support and momentum?  I also offer 10-week and 6-month coaching programs designed for individuals who want ongoing guidance, stronger financial stability, and the chance to refine their financial strategy over time.
Not Sure Where to Start?
Sometimes the best first step is simply having a conversation.
Schedule a free 15-minute consultation, and we can talk through what’s going on, where you’d like to go, and whether working together might make sense.