Financial confidence starts with a deep breath.

Hey, I’m Jen. I help people like you develop intentional money habits and craft their dream lives.

What is financial coaching?

Financial coaching provides personalized guidance to clients for their day-to-day money habits. At a high level, financial coaching will help you bridge the gap between your current financial situation and your dream life.

Who is it for?

Financial coaching benefits anyone who wants to make a big change or small tweak to their money. Depending on your goals, coaching can help you:

  • break the cycle of living paycheck to paycheck

  • start or grow your savings

  • achieve clarity on your spending habits

  • overcome debt and avoid accumulating more

  • understand investing and grow your wealth

Here’s how it works

1. Book a free discovery call

This is a 15-minute conversation to decide if we’re a great fit. No sales pitches, and no strings attached.

2. Choose your package

Depending on your needs, choose between an in-depth program or an express consult for guidance on a specific question.

3. Jump into action

Together, we’ll build a personalized roadmap that feels right for you. Sessions may cover tackling debt, learning to handle life’s emergencies, saving toward your goals, or finding smart ways to build wealth.

I’ll be here to support you through each step, celebrating your wins and adapting as you grow.

Feeling financial pressure?
You’re not alone.

  • "Half of American cardholders now carry credit card debt, many with no plan to pay it off"

    Bankrate

  • "We are living in a paycheck-to-paycheck nation"

    CNBC

  • "57% of Americans feel behind on their retirement savings"

    Kiplinger

Have a question?
Get in touch!