Your Questions, Answered

  • Financial coaching helps you understand your money, make confident financial decisions, and create a plan that aligns with your goals. Whether you’re managing day-to-day finances or working through a specific challenge, coaching helps you feel empowered and in control of your financial future.

  • Financial coaching focuses on behavior, habits, and day-to-day money decisions.

    • Financial advisors typically focus on investments and wealth management.

    • Financial planners often create long-term financial plans and projections.

    • Financial coaches help you manage cash flow, build confidence, and take consistent action toward your goals.

    Coaching is ideal if you want clarity, structure, and support — without being sold financial products or told what to do.

  • I primarily work with:

    • Individuals who need help strategizing debt, savings goals, and day to day money management

    • People who feel overwhelmed or stuck financially

    • Those who want structure, clarity, and confidence

    • Clients who want support without judgment or sales pressure

  • Not at all.
    My clients range from people just starting to get organized to those earning solid incomes but wanting better systems, direction, or confidence.

    If you’re motivated to improve your relationship with money, you’re in the right place.

  • Sessions are practical, supportive, and customized to you. We may:

    • Review your income, expenses, and cash flow

    • Create or refine a spending plan

    • Work through financial stress or decision fatigue

    • Set goals and action steps

    • Build habits that actually stick

    You’ll always leave with clarity and next steps.

  • Yes. I offer a 2-hour Strategy Session for clients who want:

    • A financial reset

    • A second set of eyes on their money

    • Clear next steps without a long-term commitment

    Many clients use this as a starting point before moving into a longer program.

  • Coaching sessions are performed virtually.

  • No. I do not provide investment management, tax preparation, or legal advice.

    However, I do help you:

    • Understand your options

    • Ask better questions

    • Prepare for conversations with financial or tax professionals

    • Make informed decisions with confidencetem description

  • The best place to start is by scheduling a free Q&A call.
    We’ll talk through your goals, see if we’re a good fit, and decide next steps together.