Education. Coaching. Therapy

I work with individuals, couples, and families to sort through a variety of money-related concerns and goals. 

I offer accountability, educational lessons, and workshops to help you meet your financial goals.

I personally use and recommend You Need a Budget (www.ynab.com) and can help set up a free trial of the program. 

Meet with me:

Introductory meeting*

Get organized and prioritize spending. 

It's a conversation about how best to align your income and expenses with your goals and dreams. You steer the discussion and I provide the education and coaching.

We can meet over the phone, online, or at The Lodge in Edwardsville, IL. This is an informal 30-minute session.

*Pay what you want



Set up YNAB with me

Using the You Need a Budget (YNAB) program has been a game-changer for our personal finances. 

There is a learning curve to this program. I gave up on it the first time I tried it. It clicked the second time and there's no going back for me!


I can help set up this program with the YNAB free trial (no credit/debit card needed). See handout for details.


Initial meeting (2-3 hours)/YNAB trial setup and support: $250

Monthly membership after trial month: $75

Contact me to schedule meeting and fill out the data form.


Note: I do not work for YNAB and am not compensated from this endorsement.


My Summer 2019 calendar:

Schedule

Free workshops - I can bring the lessons to your group or organization

Outreach opportunities

I can create a workshop or presentation anywhere from 15 minutes to 2 hours depending on your needs. We can cover general personal finance topics (budgeting, goal-setting, etc) or get more in-depth as your organization requests. I can also set up a time block for individual sessions. Send me a message to learn more.

My vision of empowerment:

  • Focus on personal financial education, from budgeting to investing
  • Create a friendly space to talk about anything related to money
  • Listen to money stories and offer encouragement and accountability
Ask me about organizing volunteer sessions for your non-profit group or community

Let me know if you have an suggestion for how I can help - [email protected]