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 ( and can help set up a free trial of the program. 

Work with me:

Session information:

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.

$40/session (up to 60 minutes - online video chat)

Using YNAB

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 your free trial (no credit/debit card needed) and we can set up an accountability schedule to help you meet your goals.

I do not work for YNAB or get paid for the recommendation - I just love using it and hope you do too.

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]