How We Help

When it comes to money, we all have questions.  

For example, how can I stop living paycheck to paycheck, how can I be more intentional with my money, how can I go from managing debts to growing net-worth and wealth, or how can I start my own business? 


Having a personal financial confidant to partner with will help you make better financial decisions, increase your financial literacy, improve your accountability, and be more intentional with your money.

Personal finance can be boiled down to 20% knowledge and 80% behavior.  

Financial Coaching is designed to help you with your money habits and money scripts (money beliefs). 

Over the course of our engagement together, we will work through the following nine financial areas based on your specific needs.

Woman working on bills.


Where does my money go each month?


We help you get control of your money.  We work with you to determine the best budgeting process and personal spending plan.

Debt Free

How do I get out of debt?


We help you better manage your debts while considering a plan to be completely debt free.  Eliminating debt allows you to redirect those monies toward your individual goals.

Redhead woman celebrating being debt free
Starting a family. Family with baby.

Starting a Family

How do I plan for starting a family?  Can one of us afford to stay home?  How can I plan ahead for my growing family's expenses?


A growing family changes everything.  We work with you to plan for any necessary budget adjustments ahead of time so your stress is lower, and your focus is on your child and this exciting season of life.

Home Purchase

Can I purchase a home?

What's the best way to save for a downpayment?


Buying a home is typically one of the largest purchases of your lifetime.  We assist you in planning for your downpayment, choosing the financing options, and adjusting your budget for home ownership.

Young couple moving and packing.
University Campus and Students walking to class

College Planning

What's the best way to plan for college?

How do I limit student loans or handle repayment?

We help you with strategies to continue your education.  For parents, we assist you in saving for your child's college to avoid excessive student loans.  For college graduates, we assist you in managing your student loan debt

while starting your career.

Retirement or

Financial Independence


Am I investing enough for the future?


Whether you are focused on retirement, 

financial independence, or entrepreneurship, we can help you work toward attaining this goal.  In addition, we will also assist you in managing and minimizing your financial risks.

Couple walking on beach.