Plan
Together we will understand your financial picture and make a plan to create the future you want. This can feel vulnerable, but always remember, we’re partners.
Save
We’ll dive deep into your goals and the finances you need to get there. Whether you’re starting a business, planning to travel, or saving for retirement, we’ll begin saving for your future.
Spend
This is the fun part! Your money is a tool that can help you create the life you want to live. We’ll review your current spending and ways you can adjust your habits to save while doing the things you love.
About Me
personal finance with a partner and coach
Managing money is not easy in our complex financial world. Everyone has a unique financial situation with an individual set of resources and challenges. I’m Eileen, and I am here to be a partner with you as you navigate your goals, habits, and motivation to get you to the financial future you want. Every step, no matter how small, is progress. Afterall, pennies make dollars.
How it works
Here is what to expect
Budgets are not one-size fits all. Everyone is unique and our approach merges your current finances with your long-term goals. We partner to develop a plan to get you there.
1.
Explore
Step one is diving into your personal money story. We will look at the numbers, but we will focus on why your situation looks the way it does and what your goals are to make changes.
2.
Evaluate
Together we’ll discover how we can reimagine your savings and spending habits to reach your goals.
3.
Execute
We’ll follow up to chat about your progress and make adjustments as needed.
Client Testimonials
My clients are all unique and have their own individual needs. Our partnership has helped them to rethink the ways they save and spend.
Before I met Eileen, I was completely overwhelmed and in $50,000 of credit card debt. I was embarrassed about how out of control things had gotten and she was patient, calm and nonjudgemental.
With her expert help, we got YNAB working for me and my very complex finances in about a month. In only 3-4 months, she was able to show me how much progress I was making in my life with her helpful coaching. My net worth increased $14,000 in those few months. I can’t believe that I no longer count the minutes until my next paycheck. I haven’t had to make drastic cuts but I am finally easily living within my means just by understanding the situation better. She shows me how to find answers, provides some advice/options and lets me make my own decisions.
Lauren
I’m newly retired and moving to a fixed income can be a challenge. Eileen gave me the confidence I needed to tackle the job at hand. We were able to inventory my fixed and variable expenses and she also was able to make suggestions for additional income streams. Having someone like Eileen working with me as an accountability partner gave me what I needed to move forward with confidence.
Nancy
retired
One of the best decisions of my financial journey was hiring Eileen. Thank you so much!