FAQs
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Because money isn’t just about math, it’s about behavior. A COACH helps you create a plan, stay consistent, and break through the habits that keep you stuck. Investing in a coach is just that, an investment. It’s not a quick fix, but a strategic step that brings long-term results like clarity, confidence, and real financial traction over time.
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It is easier to say first what it is not. It is not a financial advisor, tax professional, CPA, or attorney. We don’t offer legal, tax, or investment advice. (Although any of these professions could also be a financial coach).
A Financial Coach is someone who provides guidance, encouragement, and practical tools to help you manage your money, build healthy financial habits, and reach your personal financial goals.
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I offer flexible coaching options to fit your needs. Each session is 60 minutes, and you can choose between single sessions or multi-session packages. Some clients benefit from ongoing support, while others prefer to invest in long-term coaching. You’ll have the freedom to choose what best aligns with your goals and we’ll go over all the details during your gifted session.
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I help shape healthy financial habits and day-to-day money decisions rather than managing investments or creating comprehensive financial or legal plans. I won’t provide legal, tax, or investment advice.
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Yes, the gifted session is a 45-minute introductory experience where we hear your story, identify your biggest financial pain points, and offer a few small, actionable solutions. Regular sessions are 60 minutes and allow us to go deeper, exploring your money habits, building lasting systems, and creating a personalized action plan tailored to your goals.
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That depends on your goals. Some relationships last just a few sessions to get unstuck, while others continue over several months. Transformation and healthy habits take time to instill.
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Marriage is a covenant and a partnership and financial unity is a crucial part of that. Because of this, I only enter into a coaching relationship when both spouses are fully on board. The gifted session is a great opportunity to explore any questions or hesitations together, but I do not move forward with a coaching agreement unless both of you are ready and committed to the process.
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While coaching isn’t regulated, I’ve completed accredited and respected coaching training through Dave Ramsey’s Financial Peace Master Training (FPMT).
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Absolutely! Our conversations are confidential unless there’s a legal obligation or threat to safety. Your trust and privacy are a priority.
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Yes! Remote coaching via phone call or video call as opposed to in person can be just as effective, offering flexibility and frequent check-ins to support your progress. I do require that our first session whether the gifted one or the one after to be video call if I have not met you.
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Clients who take changing their financial future serious and do what needs to be done get a fresh vision for their life and/or their family life.
They see better budgeting habits, reduced stress with money, progress in debt repayment or savings, and enhanced confidence in daily financial decisions.
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Redeem your gifted session and book that 45 minute call where we:
Clarify your current challenges
Determine the best coaching structure (session frequency, format, timeline)
Ensure we're a good fit to work together