Financial Coaching Services

​​

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.

 

                                Duration: 2 hours (may run longer if needed)

Investment:  $399 (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 - What Comes Next

Your Financial Insight Session is where the path forward becomes clear. For most clients, that's the Financial Groundedness Coaching Program, a focused engagement with a set number of sessions at your pace. For a woman whose financial life keeps producing decisions, with one month heavy and the next quiet, a Strategic Financial Coaching Retainer fits better because the support flexes with her life rather than being counted out in sessions. Together, we'll decide which one suits where you are, and either way, this is the beginning of an ongoing relationship.

 

The Financial Groundedness Coaching Program

​Becoming grounded in yourself and your numbers,

with the guidance of a financial coach.

​​​​

This is where the real work happens, and it's built around your life instead of a fixed calendar. Maybe the cards are maxed out, the numbers feel impossible to face, and a deadline, like a refinance or a divorce settlement, won't wait. Or maybe there's no crisis at all. You earn well, the bills get paid, and you're simply done winging it because working this hard with nothing steady beneath you has worn you out. Both women belong here, and the program meets each of them where she is.

​

The structure is the same for both: twelve one-hour sessions, completed at your pace within six months. If your situation is urgent, we'll meet weekly at the start, get a full picture of your finances without shame or panic, and handle the heavy lifting first. If your work is about lasting change rather than a fire to put out, we'll spread the sessions so there's room to build, reflect, and let each change settle before the next. The pace is yours, and we'll set it together after your Financial Insight Session.

​

Either way, we'll build a clear picture of where every dollar goes and what you can afford, create ADHD-informed systems that work with your brain rather than against it, and craft a financial structure and habits that move with you through real life. Between sessions, you're not on your own: I keep a second set of eyes on the work, sit with you through the tasks you've been putting off, coordinate with your lender, attorney, or advisor when a decision calls for it, and I'm reachable by text or email when something comes up. Avoidance is a coping mechanism, not a character flaw. We face the scary parts together, shame-free and judgment-free.

​​

Duration: Up to 6 months                       

Sessions: 12 one-hour coaching calls, used at your pace                             

Investment: $3,594 program fee, payable in full or as six monthly payments of $599 

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 structure for paying down debt and building toward your goals,

• 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 Financial Insight Session before you commit to anything.

​

​​​​​​When the program ends, you choose what comes next. Some clients step down to monthly Sustain and Grow coaching to maintain momentum. Some re-enroll for another round because their season calls for it. And some are simply done, with the door always open.

​​​

The Strategic Financial Coaching Retainer

Moving forward on your terms, with a steady thinking partner who knows your whole picture and provides a second set of eyes for every financial decision.

​

There's a particular kind of tired that comes from being the only one who sees the whole picture. You know what's in every account, what's owed, what's coming, and how it all fits together. You make every consequential decision yourself, then wonder afterward whether you got it right because nobody around you knows enough to tell you.

​

This is for the woman whose financial life keeps producing decisions. Your compensation has been restructured, but your spending hasn't been reduced. There's equity, a K1, or a business, and a tax question you're not sure who to ask. A divorce is coming or has just ended, and there are assets to divide, along with a CDFA and an attorney to choose between. Your child's needs reshape what your money has to do, and your own brain has never worked the way the advice assumes.

​

None of that arrives in tidy monthly increments, which is why this engagement isn't measured in sessions. Some months you'll need me often, when a decision won't wait or everything lands at once. In other months, you'll be traveling or heads down and won't need me at all. Both are fine because you aren't buying my hours. You're buying a second mind on your money, one that already knows your whole picture and doesn't need to be brought up to speed. When something arrives, you write to me, and I answer with everything in view.

​

That flexibility also makes room to go deeper. Alongside the numbers, we'll work with the Positive Intelligence practices that quiet the part of you that's always scanning for what could go wrong, and we'll do so with the consistency that work requires.

​

Duration: A twelve-month engagement, with the relationship continuing after
Sessions: Scheduled as your situation calls for them, with a monthly slot reserved for you and a closer rhythm through the first quarter
Investment: Discussed individually, entered by fit.
Format: Virtual 1:1 coaching. Travel to you is available and billed separately.
Availability: Limited, and entered by fit

​

This is for you if you want:

​

• Support that flexes with your life, without a session count to ration it​.

• Text and email access between sessions, with a response within 48 hours, usually sooner.

• Positive Intelligence coaching in depth, including a Saboteur Discovery session.

• ​A forward-looking cash flow map built out for a full year, with your account structure set up together.

• A quarterly review of your numbers, whether or not you've needed my help

• Values work, so what you do with your money reflects what truly matters to you​.

• A financial quarterback: when you need a CDFA, a tax professional, an insurance specialist, or a family attorney, you come to me first​.

​

Together, we'll figure out during your Financial Insight Session whether this is the right ​fit for your life.

 

​

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 starting at $375/month for 1 hour of coaching, prorated accordingly. Some clients prefer monthly check-ins, while others scale back as their confidence increases. Either way, you won’t be navigating your finances on your own. 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. ADHD-informed.