Explore the services I offer

Financial confidence doesn’t come from rigid rules or one-size-fits-all plans. It comes from understanding your money, your habits, and your goals — and having the right support along the way.

At Balance & Bloom, I offer personalized financial coaching designed to help you:

  • Feel confident making financial decisions

  • Create a plan that fits your real life

  • Build sustainable habits without guilt or pressure

Whether you’re looking for clarity, structure, or ongoing support, there’s an option designed to meet you where you are — and help you move forward with confidence.

Services

  • Investment:

    $350 for a 2-hour strategy session

    Financial Snapshot & Clarity

    • Pre-session intake review of income, expenses, and goals

    • A clear picture of where money is going—and where it could go

    Personalized Action Plan

    • A customized spending framework aligned with real life (not perfection)

    • Prioritized action steps to improve cash flow and confidence

    • Identification of immediate “quick wins”

    Guided Strategy Session (2 hours)

    • Live review of your financial picture

    • Collaborative problem-solving and decision support

    • Space to ask questions you’ve been carrying but haven’t had a place to ask

    Take-Home Materials

    • Written Strategy Summary (key insights + next steps)

    • Personalized cash flow tool

  • Structured Coaching Support

    • Weekly sessions for the first 6 weeks

    • Bi-weekly sessions for the remainder of the program

    Customized Financial Systems

    • A fully built, sustainable budget

    • Cash-flow planning that adapts to real-life changes

    • Tools for tracking, reflection, and decision-making

    Habit & Mindset Work

    • Support in creating consistent money habits

    • Reframing stress, guilt, or avoidance around money

    • Confidence-building around day-to-day decisions

    Accountability & Between-Session Support

    • Reliable and regular email support and communication between sessions

    • Check-ins to keep momentum going

  • Everything in the 3-month program, plus:

    Extended Coaching & Support

    • Weekly sessions for the first 2 months

    • Bi-weekly sessions for the final 4 months

    Advanced Planning

    • Planning and support for longer term goals

    Behavioral & Emotional Work

    • Deeper work on money beliefs and patterns

    • Further strengthening self-trust and long-term confidence

    Refinement & Optimization

    • System refinement as life evolves

    • Increased ease, consistency, and resilience

  • Available to clients who have completed a 3- or 6-month coaching program

    • Monthly Support Sessions
      Continued guidance, accountability, and space to navigate real-life money decisions as they come up.

    • Quarterly Check-Ins
      A seasonal financial reset to review progress, adjust goals, and stay aligned with your priorities.

    • Semi-Annual Financial Tune-Ups
      A deeper review of your finances to ensure your systems are still working for your life and future plans.