Personal Finance Coaching

Get a Clearer Picture of Your Money
(and Feel Good About It)

If you’re working hard but still feel like you’re barely keeping up, it might be time to take a closer look at what’s really going on with your money.

This personal finance coaching service is all about helping you make sense of your income, expenses, and habits — and creating a plan that actually works for your life.

This isn’t wealth management. It’s real-life coaching for everyday people who want to get organized, get out of debt, and feel better about their financial future.

personal finance coaching

This Is For You If...

You’re making decent money but don’t know where it all goes

You’re tired of the paycheck-to-paycheck cycle

You’ve tried budgeting… and gave up

You want a realistic plan to pay off debt

You just want to feel more in control — not more restricted

Not Sure Where to Start?
Take Our Money Personality Quiz!

Want to get started with something fun and low-pressure?

This quick quiz is a fun way to learn more about your money habits — no judgment, just insight. You’ll walk away with a better understanding of how you approach spending, saving, and decision-making.

personal finance coaching

What's Included

Every personal finance coaching session is personalized based on your goals. During our first meeting, we’ll take a full inventory of your income, expenses, savings, and any debts. From there, we’ll work together to create a realistic strategy that fits your current lifestyle — not someone else’s idea of a perfect budget.
personal finance coaching

A Budget That Works for Your Life

No rigid spreadsheets here — we’ll build a realistic, flexible budget based on your actual lifestyle and spending patterns. You’ll have a clear plan that helps you stay on track without feeling restricted.

personal finance coaching

Clarity on Your Full Financial Picture

Get a complete understanding of your income, expenses, and where your money is really going. This insight is often the first step toward breaking old habits and making better financial choices.

personal finance coaching

A Debt Payoff Plan That Makes Sense

Whether you’re tackling credit cards, student loans, or other debt, we’ll create a strategy that feels doable — not overwhelming. You’ll know exactly what to prioritize and how to move forward.

personal finance coaching

Confidence & Tools You Can Actually Use

Walk away with tools, resources, and support that empower you to make smarter financial decisions. You'll start seeing progress — and feel more confident in managing your money long-term.

What You'll Walk Away With

It’s totally okay if you don’t have it all figured out yet — that’s what I’m here for. We’ll take a look at your numbers together and build a plan that’s realistic, personalized, and focused on what you want.

With personal finance coaching, you’ll start to understand how your money habits impact your daily life — and how to shift them in a way that actually works. Whether your goals are short-term or long-term, we’ll create a strategy that fits you and gives you the tools to make lasting progress.

Financial Clarity & a Realistic Plan

Understand exactly where your money goes, create a flexible budget that fits your life, and build a debt payoff strategy that won’t make you miserable.

Confidence, Tools & Visible Progress

Learn how to reduce overspending without restriction, feel more confident in your financial decisions, and track real, meaningful progress over time.

Relief & Motivation from Day One

Most clients leave their first session feeling clearer, more motivated, and relieved — because now they finally have a plan. No more spinning in circles or second-guessing every money decision.

Ready to Start Personal Finance Coaching?

We’ll start with a short discovery call to make sure this is a good fit. If you decide to move forward, I’ll send over a quick checklist to gather the details we’ll need. From there, we’ll build your plan step by step — with optional check-ins if you want ongoing support.