What is Financial Coaching?

Financial coaching is a personalized and supportive approach to mastering your personal finances. In one-on-one sessions, I will work with you to set clear financial goals and develop a tailored plan to achieve them. Whether you’re looking to build better financial habits, reduce debt, or better understand financial products, I will be your guide and accountability partner. Working together, we can transform your relationship with money.

Unlike financial advisors or insurance agents, I don’t work on commission or sell products. Therefore, you can be confident my guidance is entirely focused on the goals that are best for you. While many people have felt intimidated or undervalued by traditional financial institutions, my goal is to make you feel comfortable and confident with your plans for the future.

How Does Financial Coaching Work?

My coaching plans are always guided by what the client needs. Coaching sometimes begins with education on personal finance fundamentals, but the ultimate goal is always to create a plan that align with your values and aspirations. I empower my clients to take ownership of their financial decisions while providing encouragement and accountability throughout the journey. I will provide tools and resources and may collaborate with financial institutions to ensure that your accounts, credit, and other financial products suit your needs, not the institution’s needs.

Why Choose a Financial Coach?

The relationship with a coach is highly personalized and client focused. I will work with you to explore your habits, emotional connection to money, and overall goals. I will also help you envision success—whether that’s building savings, eliminating debt, or achieving financial independence—and support you at every step toward making those goals a reality.

Having a strong, experienced coach means you’re never alone in your journey to your financial goals. I will keep you motivated, help you overcome obstacles, and hold you accountable to the goals you’ve set for yourself. Ultimately, you’ll be empowered to make informed decisions and take control of your financial future.