What does a healthy relationship with money look like to you?
You’re here because you want to:
Stop feeling dread, anxiety, or frustration every time you get a bill or bank statement.
Stop fighting over money, or stop avoiding conversations about money.
Feel like you’re in control of your life, and not at the mercy of expenses or employment.
Find ways to decrease your expenses and/or increase your income.
Build up your savings so emergencies don’t pull you off track.
Pay down—and stay out of—debt.
Make sure your money is where you need it when you need it.
Manage regular expenses on an irregular income.
Make your money work for you, not the other way around.
Stop wondering when you’ll feel like you have “enough” to be happy, to quit your day job, to [fill in the blank]
Am I close?
And you want to know how much it will cost…
Right now I offer very flexible sliding scale pricing because I need to meet 1000 experience hours to complete my AFC certification; I'm also working on setting up free drop-in office hours at locations around Milwaukee.
When you work with me, you’re paying for more than our meeting time. You’re investing in a comprehensive process that includes research and preparation on my part to develop a strategy that will work for you. You're investing in the financial expertise I've built up over the years.
Unlike working with a financial planner, working with a financial coach doesn't require an ongoing commitment. My job is to give you the skills and confidence to manage your daily finances effectively without me. Working with me is an investment in your future financial capability, and I promise it will pay dividends.
During our initial call, which costs nothing, we'll determine which would work best for you:
90-Minute Strategy Session — We'll review income and expenses, build a first-pass spending plan, and identify financial goal to work towards. We can follow-up via email, where you can ask any questions that you still have, and I'll provide a summary of what we worked on with recommendations and next steps. Sliding scale $25-$150.
30-Day Success Setup — We'll meet weekly for 45 minutes, and you can email me throughout the week with questions. We'll review your income and expenses, develop and refine a spending plan, identify short- and long-term financial goals and take the first steps towards achieving them. I'll help you set up a budgeting app and automatic payments, and check in on your progress at least once after the month is over. Sliding scale $150-300.
Whole Worth Workshop -- For those who need a reset with their relationship to money and finances. Over 6-8 sessions we'll work on shifting your money mindset and digging in to find clarity on your financial situation. From there we'll develop a money management system that works for you, and I'll provide the support you need to get it going. Sliding scale $250-$750.
If you are an employer or social service organization looking to provide coaching or workshops to your employees or clients, please contact me.