About Me
My happy place is helping clients find financial
freedom.
I have experience teaching personal finance classes, coaching family, friends, and clients, and becoming a You Need a Budget (YNAB) certified coach, and I want to share my experience with others trying to sort out their financial futures.
Who should work with me? Individuals and couples who want advice from a feminist perspective, who want to make changes in how they see themselves and their money. My coaching is supportive.
I have been deeply invested in the personal finance space since 2016, when I started using YNAB and started to learn how to climb out of $47,000 of debt. I have learned many lessons along the way, and I share it with my coaching clients now.
Using tools and methods that have proven successful, I can help you to get out of debt, budget, and plan for the future. Your goals are in reach!
I love teaching personal finance classes and coaching. Learning how the system works and is how to win in it.
What to Expect With Coaching
Everyone is different when it comes to money, so as a budgeting coach, I customize my coaching to the individual. Personal finance sessions are weekly or biweekly over Zoom, and can last one to six months.
The topics we will cover will be unique to you and your situation but may include:
MONEY MINDSET
Before making changes to your budget and savings plan, we will work together to identify your current money mindset and explore your future savings and spending goals. This gives your coach insight into how to build your plan.
BUDGETING
Whether you’re on your own or budgeting with a partner, we’ll explore your current spending habits and strategize how you can cut expenses to have more money for doing the things you love and investing in your future.
ELIMINATING DEBT
Throughout our meetings we’ll evaluate your current debt and develop a plan to reduce and eventually eliminate your debt. My judgement free approach will leave you feeling confident about reaching your financial goals.
INVESTING AND SAVING
From buying a house to saving for retirement, our customized plan will help you reach your goals all while optimizing your income.
Frequently Asked Questions
Will my information be kept safe?
As a financial coach, I know how important privacy is, and part of the plan is to protect your financial information. Information shared will remain private, encrypted, and safe.
What is discussed in the meetings?
During our meetings, we will discuss your progress towards reaching your financial goals, and review and revise your approach to spending and saving.