Financial Coaching Services

Step 1 - Your Money Conversation Call ( free, 20 minutes)

We talk about what is happening with your money and whether coaching is the right fit. No pressure, no judgment. If it's a good fit, we'll book your Financial Insight Session.​

​

Step 2 - Your Financial Insight Session ($299, 2 hours)

Required for all clients. We dig into your money story and get a crystal-clear picture of your full financial situation. This session sets the foundation for everything that follows.

​​

Step 3 - Financial Stability or Financial Momentum Coaching

Depending on your situation, we place you in the program that best suits you. Three months of intensive support for those facing financial crisis or six months of consistent habit-building for those ready to create lasting change.

​

Step 4 - Sustain & Grow Coaching (ongoing)

After your program, you set the pace. Ongoing coaching at a frequency that matches where you are, so you never have to navigate the next chapter alone.

​

 

​

Step 1 - Start Here

Your Free Money Conversation Call

 

In 20 minutes, we’ll discuss what’s happening with your finances and what led you here. I will listen, ask questions, and help you understand what’s really going on beneath the surface. 

 

You’ll also get a clear idea of how I work and whether coaching feels like the right next step for you. If so, we can discuss booking your Financial Insight Session. 

​

If it’s not the right fit, I’ll be honest about that and suggest other options. No pressure. No judgment. Just an honest conversation with someone who won’t shame you for where you are.

​

Here's what my clients say about working with me: They find peace with their relationship with money. They build a solid financial foundation. They feel safe asking questions without judgment. And most importantly, they go from fear and shame to confidence and faith in themselves. Ready to get started? 

​

 

Step 2 - Required for all Clients

Your Financial Insight Session

​​

Before we start coaching, we need the full picture. This 2-hour session is where we combine your money story with your actual numbers, so we know exactly what we are working with and where to focus first.

​

Investment:  $299 (due at booking)                                      

Format: Zoom, or in-person in the Greater Austin area by request                                                                     ​

Prep work and instructions will be sent via email after booking. Please add my email to your safe sender list so nothing ends up in spam.

​

Ready to explore if we're a good fit? Book your free Money Conversation Call.

​

Step 3 - Choose Your Path

​Two Programs. One Right Fit for Where You Are.

 

After your Financial Insight Session, we transition into the coaching

program that suits your needs. Here's how to determine which one is right for you.

​

3-Month Program - Financial Stability Coaching

Your cards are maxed out, you're falling behind, and you need traction now. This is intensive, front-loaded support designed to give you a clear picture of your money and a debt payoff roadmap quickly. We face the difficult parts together, starting in month one.

See more details below.
 

6-Month Program - Financial Momentum Coaching

You have debt, but you're not in crisis. You know real change takes time,

and you're ready to build systems and habits that last. We work steadily,

side by side, creating a financial roadmap that fits your real life. 

See more details below.

​

3-Month Program

Financial Stability Coaching

 

When your cards are maxed out, and the numbers seem impossible to confront, you don't need a slow, gradual process. You need to know exactly where your money is going, what you can afford, and how to start recovering. That is what we do together. Month one is where we handle the heavy lifting. We meet four times so we can see the full picture of your finances without shame or panic, build the ADHD-informed systems your brain needs to actually use, and begin mapping your path to stability. Months two and three, we meet twice each to maintain momentum, troubleshoot issues, and solidify your debt payoff plan. You are not behind because you are irresponsible. You are here because the situation became overwhelming faster than anyone could have prepared for. We face the scary parts together, shame-free and judgment-free.

​​

Duration: 3 months                       

Sessions: 8 (four in Month 1, two in Months 2 and 3)                              

Investment: $599/month, ($1,797 total)    

Format: Virtual 1:1 Coaching

                                                    ​

• A clear, complete picture of where every dollar is going and what you can afford

• ADHD-informed money systems designed for how your brain works

• A personalized debt payoff roadmap

• Shame-free, judgment-free sessions at every step

• A real partner in your corner, not just advice from a distance

​

We will confirm this is the right fit during your Money Conversation Call and Financial Insight Session before you commit to anything.

​

​​

​

6-Month Program

Financial Momentum Coaching

 

You're not in crisis, but you recognize that something needs to change. You have credit card debt you'd like to pay off, and you're done winging it. You understand that lasting change takes time, and you're prepared to do the work to build a system that fits your life. Over six months, we'll develop a clear understanding of where your money goes and what you can afford, create ADHD-informed systems that work with your brain rather than against it, and craft a financial road map that moves with you through real life. Two sessions a month allow us to build, reflect, and implement habit changes that truly stick. Avoidance is a coping mechanism, not a character flaw. We won't pretend the work is easy. We'll face it together, side by side, at a pace that fosters real and lasting change.

​

Duration: 6 months                       

Sessions: 12 (two sessions per month)                                  

Investment: $499/month, ($2,994 total)     

Format: Virtual 1:1 Coaching

                                             

• A clear, complete overview of where your money goes each month and what you can afford

• ADHD-informed systems you can maintain long-term

• A personalized financial roadmap and debt payoff plan

• Habit and mindset work to ensure changes truly stick

• Steady, consistent support as you build competence and confidence

​

We will confirm this is the right fit during your Money Conversation Call and Financial Insight Session before you commit to anything.

​

​

​​

Step 4 - Keep Going

Sustain & Grow Coaching​

 

Finishing your coaching program is not the end of the road; it’s the moment you realize what you have built and how far you’ve come. Sustain & Grow Coaching offers ongoing support that you can step into from either program. You determine the frequency based on your current needs and goals, with pricing prorated accordingly. Some clients prefer monthly check-ins, while others scale back as their confidence increases. Either way, you won’t be navigating this alone. We can discuss what this support might look like for you as your program concludes, or you’re welcome to bring it up during your Money Conversation Call.

​​

Ready to Take the First Step?

​

Book your free 20-minute Money Conversation Call today. We will figure out where you are, what you need, and what the right path forward looks like. No pressure. No judgment. Shame-free.