Book an appointment

Are you ready for a personalized money plan that works for you and your lifestyle? Let’s begin by scheduling the right appointment for you!

Q&A Call

This is the best place to start.

This free 15-minute Q&A call is a chance for us to connect and see if working together makes sense. You can briefly share what’s been feeling challenging, and I’ll determine whether I’m the right person to help.

This call is just as much for me as it is for you. I’m intentional about who I work with because the right fit matters for both of us. This is a mutual fit conversation, not a financial review session.

Financial Clarity Session ($395 Personal; $495 Business & Personal)

This is where we finally make sense of it all!

In this session, we take a deep dive into your finances, especially the day-to-day flow that often gets overlooked. This is where most people feel stuck, even when everything else is in place.

We’ll look at what’s coming in, what’s going out, and why it hasn’t been feeling clear or settled. From there, we’ll build a simple, practical plan that actually works with your life—one that can handle fluctuating expenses, busy seasons, and real-world decisions.

By the end, you’ll have a clear path forward and a way to start making decisions with confidence instead of second-guessing.

Because prep work is involved, we recommend you book 7-10 days out. Business owners may want to book 10-14 days out since there is extra prep work. Detailed instructions are included in booking confirmation email.

Ongoing Coaching

After your Financial Clarity Session, if it’s a strong fit, I may invite you into ongoing coaching.

This is where we take what we’ve started and fully integrate it into your real life. We build and refine a simple, flexible system for your money with my support and accountability to boost your financial wellness.

Life Coaching ($125)

While most of my work focuses on financial coaching, I’m also a Certified Professional Coach, and I offer life coaching as a separate service.

Book a Life Coaching Session to begin to get “unstuck” in any area of life. This is a powerful session where you bring a topic, and we will partner in a thought-provoking and creative process that inspires you to maximize your personal and professional potential.

This is a different type of work, but still rooted in the same goal: helping you create a life that feels aligned and supported.