Step 1: Book a Consultation

• Complete a short application and provide some basic information for me to review (current situation, financial goals, etc.)

• After reviewing, I will contact you to schedule a consultation within 2 business days.

Step 2: Connect with your Coach

• 20 minute consultation

• Review your financial situation and provide a brief overview

• Talk through what coaching will look like (format, frequency, etc.)

• Answer open ended questions and determine if we're a good fit

Step 3: Discovery Call

• Deeper dive into your financial picture

• Discuss your current situation and pain points

• Clarify your goals and what you would like to get out of coaching

• Summarize and review your options

Step 4: Start your Plan

• Select the program that best fits your needs and begin partnership!

Core Coaching Areas

• Clarifying financial goals and building a personalized roadmap
  
  

• Mindset and behavioral coaching to improve confidence in your financial decisions

• Creating a sustainable savings plan that supports your life goals

• Debt reduction strategies and payoff planning
  
  

• Financial organization and simplification

• Accountability, structure and consistent financial check-ins

• Foundational investment education

  
  

• Reducing financial stress and creating peace of mind around everyday financial decisions

• Improving credit and understanding the benefits of long term credit health

• Planning for major life milestones (career changes, home purchases, retirement, etc.)

Coaching Philosophy

Nurturing Long-Term Growth

Planting the Seeds

Laying the Foundation

We start by clearing the clutter and understanding your full financial picture—income, expenses, habits, goals, and stress points. This phase creates a solid foundation so growth can actually take root.

Together, we implement practical strategies and behaviors tailored to your life—budgeting systems, goal planning, debt strategies, and cash-flow management. These are the intentional actions that set your finances in motion.

Through ongoing guidance, accountability, and refinement, we strengthen those habits over time. Like a growing tree, your financial confidence, stability, and clarity compound steadily and sustainably.