Your initial consultation is about understanding where you are and where you want to go. We’ll discuss your current financial situation, identify your primary challenges, explore your goals, and outline what our coaching relationship might look like. This session is also an opportunity for you to ask questions and determine if coaching is right for you.
For everyone, my approach goes beyond spreadsheets to address the emotional and spiritual dimensions of money management. I integrate practical financial principles with compassionate guidance that aligns your finances with your core values and life purpose, whether you’re managing resources individually or as part of a relationship.
For couples with differing financial perspectives, I provide communication strategies to find common ground. For singles, I offer clarity on personal financial values without the complexity of partner dynamics.
My coaching approach addresses three core areas that work together to create lasting financial transformation.
These three areas work together to deliver meaningful results: financial freedom, relational peace, freedom from financial anxiety, peace of mind, and confidence in your financial future.