Money coaching for busy people who want calm control

A financial advisor looks at your financial situation, including your assets and income, and invests money for you for the long term.

Financial advisors are great for investing money, but they usually don’t get into the deep weeds of your money habits and beliefs. They don’t help you change your financial habits, and they take a numerical approach, not a life-coaching approach.

If a financial advisor gives you a plan and you can’t seem to stop yourself from veering off course, it’s because you have money blocks holding you back. Your brain wants the best for you, but sometimes it gets nervous when you try to do something you’ve never done before, so it stops you from doing something new for fear it might be dangerous. It’s a great system that works most of the time, but it has its flaws.

I can help you change your money habits and beliefs so they work for you instead of against you.

After working with me, you’ll be able to follow the plan your financial advisor gives you so you can achieve your goals.

Let’s talk about Dave Ramsey. Dave is a financial coach, and a very well-known one. That’s where the similarities end. He uses rigid rules, a harsh approach and masculine energy. His tough-love (or just tough) approach works for some people, but that’s totally not me. My approach is that your thoughts and feelings matter, coaching is a collaborative process and I have a feminine energy. My approach also gets big results, and helps you build cha-ching in your life.

My clients come to me when they’re fed up with money running their life and they’re ready to flip the script.

Financial coaching is all about helping you figure out how to make your money work for you in achieving your life goals instead of working against you.

Ready to get in the driver’s seat?

We meet online to discuss the specific challenges you’re having around money and your thoughts around money.

Depending on how much coaching you decide you need, we might dig deeper into those thoughts to find the beliefs behind them.

Then we can change those beliefs, which in turn changes your thoughts, which in turn changes your habits.

Once you have positive beliefs around money, everything else falls into place.

I prefer working with both partners in a marriage because, as with anything else in marriage, it’s easier to accomplish your goals if you’re both on board.

Some financial coaches refuse to work with one half of a married couple, but that’s one thing that sets me apart. I believe that one person in the marriage learning good money habits and developing positive money beliefs is better than no one learning. Hopefully, over time, the spouse who participates in financial coaching will be able to work better with their partner.

Financial coaching is most helpful to those who feel stuck in their financial situation.

That feeling of being stuck is often caused by spending they feel they can’t control, or they feel unable to save money (or both).

Those behaviors won’t go away until you get to the root of them, and that’s where a financial coach can help.

I’ve seen and heard it all when it comes to money habits, and I know how to identify the underlying beliefs that tend to lead to destructive money habits.

Once we know what those underlying beliefs are, we can dig them up, throw them out, and replace them with new, positive money beliefs that will make it easy for you to work towards your goals.

You pay once to learn how to develop money habits that will serve you well the rest of your life. Over the years to come, the financial coaching will pay for itself many times over.

Financial coaching is ideal for those who are “bad with money.” It helps you identify the thoughts and beliefs that cause you to make bad decisions with your money. Then we replace them with thoughts and beliefs that make it easy for you to make good decisions with your money.

Absolutely. In fact, people without a high income are most in need of financial coaching. Because they have less money to work with, they need to know how to make the most of what they have.

People with a low income can’t afford to have negative money beliefs.

First, congratulations on getting out of debt!

Second, yes, whether you just got out of debt, or you were never in debt, financial coaching can help you stay out of debt.

When you learn how money works and develop good money habits, you learn the strategies and habits for building up your savings and staying out of debt.

This is not to say you will never again go into debt, because debt by itself is neither good nor bad. It’s a tool and it can be a very useful tool for funding something important when you don’t have the cash on hand to pay for it. Student loans are a great example of debt that can be used beneficially, but can also spiral out of control if you’re not paying attention.

Through my coaching, I help you pay attention.

Financial coaching is really for everyone! It’s not just for people with financial stress. You can always get better with money. Elite athletes and C-level executives have coaches. Why? They want to get even better that they are right now.

Here are some unusual situations:

• You inherited a lot of money, and you don’t feel comfortable with wealth

• There’s a thought in the back of your mind, “what if it all disappears some day?”

• You earn a lot more than your family of origin, and you feel like an imposter

Nope. That’s a financial advisor who invests money for you.

A financial coach is a coach – that means they help you build the skills and methods to get from point A to point B, but ultimately you are the one in the driver’s seat.

It’s a lot like an athletic coach. An athletic coach can tell you what exercises do you and make nutritional recommendations based on your fitness goals, but they can’t do the workouts or eat your diet for you. You are the one who has to make the daily decisions about whether to workout, when to workout, which exercises to do, when to eat or not eat, and what to eat. The same is true for financial coaching, except I teach you about how to make better decisions with your money instead of your body.

Absolutely not. No one wants to track every, single dollar they spend, and you shouldn’t have to.

But you should have a general idea of how much you spend on each area of your life each month. If that’s something you struggle with, financial coaching can help you feel differently about budgeting. I promise it doesn't have to be scary. In fact, it can be empowering when done right.