Financial Coaching

Do you feel overwhelmed by all things money? Are you in debt or struggling to save? Do you live paycheck to paycheck? Are you worried about your financial future?

I am pleased to offer financial coaching exclusively to women, racial, and ethnic minorities, as well as the LGBTQIA+ and neurodivergent communities. Historically, you’ve been excluded from financial privileges and services. I’m here to help you improve your financial health. 

When I entered the financial world, I felt like a stranger who had arrived from a foreign land. I understand how overwhelming and scary it can feel to face your financial situation. 

I’m happy to share information on foundational personal finance, help with goal setting, and be your accountability partner. 

Financial coaching is time-limited, and focuses on working towards specific, measurable goals. It differs from financial therapy, where money matters are explored in depth, with consideration given to your emotional and relational histories with money. You may decide that financial therapy would be beneficial to you and we can discuss a transition of your care. 

Here are some of the concerns we can address together:

Understanding financial terms (i.e. your bills, insurance, loans, credit statements, employer benefits)

Clarifying your current financial picture 

Setting goals for your financial future

Outlining a spending plan (budgeting)

Planning to reduce/payoff debt

Improving your ability to save

Making financial decisions confidently

Ending the paycheck-to-paycheck cycle

I welcome those who 

✔️are motivated to improve their financial health, 

✔️currently have little financial know-how, and 

✔️are committed to working together. 

In the event your concerns fall outside the scope of financial coaching or therapy, I am happy to support you in working with an appropriate professional. 

Financial coaching is not a substitute for your own financial education, or for the services provided by financial, tax, and investment advisors. 

Individual session: $150/50 minutes

4 session bundle $550/50 minutes each ($50 discount)

6 session bundle $825/50 minutes each ($75 discount)

Payment for bundles is received at the initial visit. Coaching sessions are scheduled weekly. Coaching is not reimbursable through health insurance. Bundles are priced use-it-or-lose-it and are nonrefundable.