Build better money habits and learn to manage your money well

Every financial journey is a unique one. No matter your starting point or end goal, financial counseling can help.

Schedule a consulation

Build better money habits and learn to manage your money well

Every financial journey is a unique one. No matter your starting point or end goal, financial counseling can help.

Schedule a consulation

Financial Counseling

$497

Includes 6 weekly or biweekly 1 hour meetings, unlimited email support, and documented recommendations

$1197

Includes 6 months of biweekly meetings, unlimited email support, and documented recommendations

Financial counseling is ideal for clients who feel “stuck” or who need financial accountability. If you often feel like you’re treading water or “just getting by”, financial counseling can help you relearn the basics of money management in order to build your financial foundation – the right way. Together we’ll tackle the three pillars of personal finance – your day-to-day spending, your financial preparedness for emergencies, and your ability to meet future goals.

  • Set short-term and long-term goals based on your values

  • Develop a working budget and stick to a spending plan

  • Establish an emergency fund

  • Pay down debt and live within your means

  • Understand and improve your credit score

The Financial Counseling Process

1. Let's chat

The first step in working together is getting to know one another. Through a free 20 minute consultation call, we’ll briefly discuss what services you are interested in and address any process questions you may have. This is your opportunity to make sure I’m a good fit for you.

2. Evaluate your current financial situation

Together we will take a deep dive into your current financial situation. You’ll share income documentation, answer a series of qualitative questions, and provide the background information needed to move forward.

3. Determine your wants and needs and set goals

You can’t get to where you want to be if you don’t know explicitly where that is. Setting goals is what sets up the rest of your plan for success so we’ll spend plenty of time discussing your values and long-term vision.

4. Analyze your current course of action

What is currently working for you? What is definitely not? Here we’ll determine which behaviors should continue and develop alternative behaviors and courses of action to improve your day-to-day financial life.

5. Design your financial plan

After I put together a complete outline of recommendations, we’ll go over the plan together so that you are clear on each objective and what each step entails. We can make minor tweaks to cover “what-if” scenarios and to make sure your plan suits you.

6. Implement your plan

No plan is complete without action. This is where changes start to take place and you begin to see your efforts pay off. Change is not without challenges though, which is why I’ll be right beside you the whole way to answer any questions or concerns you have.

Money stress?

What money stress?

Relieve your financial anxiety. Schedule a free consultation and let me show you how.

What is an Accredited Financial Counselor®?

An Accredited Financial Counselor® is certified through the Association for Financial Counseling & Planning Education® (AFCPE®) which ensures the highest level of knowledge, skill, and integrity of the personal finance profession. An AFC® operates under the fiduciary standard, working in the client’s best interest – always – and never their own. That means no gimmicks and no sales commissions.

As an AFC®, I help you address your immediate money challenges. Together, we discuss your financial concerns, uncover your money scripts, set goals, and create a plan to achieve those goals. My role is to guide you in building a solid financial foundation that will establish long-term financial well-being and allow you to sleep well at night.