Say goodbye to financial anxiety, stress, and uncertainty.

Finance Fundamentals

You want financial peace of mind.

My mission is to get you there.

It’s that simple.

Finance Fundamentals is my 3-month, one-on-one signature money coaching program for individuals and couples. Whether you're finally ready to tackle your finances, navigating a life transition, or just done feeling behind, this program gives you expert guidance, clear structure, and real accountability to get there. Fully virtual, built to start where you are.

This is for you if:

You're tired of feeling judged, talked down to, or mansplained when it comes to your money
You've been carrying financial shame or guilt for a while and you're ready to put it down
You want a safe space to show up exactly as you are, no judgment, no jargon
You're done Googling and ready for a real plan with someone in your corner
You and your partner are ready to stop avoiding the money conversation and get on the same page
You want support from someone who meets you where you are, not where they think you should be

First step is to book your free 20 minute consultation call.

**Scroll down to learn more.

The Modules

Module 1: Get Clear on your Money Map

Figure out where you stand with your spending, debt, savings, and retirement. We’ll go through spending exercises together so you can spend more on the things you love. Get clear on where you are so we know how to get you to where you want to go!

Module 2: Articulate your Goals

What do you want to prioritize in your life? Explore exercises to help shift out the “shoulds” and uncover the life you want to lead. As Mary Oliver says, “what is it you plan to do with your one wild and precious life?” You’ll make values-based goals and break them down into specific and actionable steps so you’re already on your way to achieving them.

Module 3: Understand Retirement and Investing Fundamentals

Want investing to feel more accessible and attainable? I’ve got you! After this module you’ll be more comfortable navigating the investment waters and have the investing fundamentals down. Goodbye patronizing advisors and confusing financial jargon, hello confidence!

Module 4: Arrive at Automation Station

By this step you’ll know where you’re going and where you want to go. Let’s make it easy by automating! Want to boost your retirement contributions? Set aside money for that romantic getaway? Together we will automate concrete contributions towards these goals so you can have your money working for you every step of the way.

Module 5: Conquer your Credit

Credit scores matter! If you want to take out any kind of debt, higher credit scores can get you lower interest rates and save hundreds of thousands of dollars over the lifetime of a loan. But it can be daunting to tackle the ins and outs on your own. Learn how to improve your score and review your credit reports stress-free.

Module 6: Accountability and Action!

Building on previous sessions, you will receive a personalized action plan that reflects your financial wellness path. We’ll tackle and complete items on your action plan and you’ll receive guidance to stick to key changes and keep up the momentum.

Financial wellness is a journey, not a destination; these closing sessions will set you up for long-term success to hone in on the skills you learned, build on positive habits, and stay accountable to yourself, your vision, and your goals.