I am thrilled that you’re interested in working with me. Here are ways I might be able to turn around your experience with money so that it is working more for you — wouldn’t that be cool?!
Financial Coaching
A moment’s insight is sometimes worth a life’s experience – Oliver Wendell Holmes
Financial coaching may be relatively new as a professional discipline, but the issues addressed are not. The intersection of human behavior and money is as old as day (as the adage says). And, it is an intersection that is complex, sometimes mysterious, frequently misunderstood and definitely nuanced.
Do you want to experience enhanced thinking and decision-making; increased self-awareness and financial productivity; do you want a framework for managing your choices (Guess what? You don’t actually manage money!)?
Individuals
I love working with individuals who are ready to make better choices, feel more confident and have more control over the ways in which money impacts their lives. Is that you? If so, I have two coaching options for you: Financial Jam Session and Beyond the Numbers. Click here to learn more
Group Coaching Programs
I also love working with groups of proactive people who appreciate the perspective of community and enjoy collaborative, circular learning. Some of our programs are self-study; others I facilitate; some are a combo. Regardless of format design, they are all designed by me with the goal of helping you address a specific challenge and experience specific results.
Investing
What the Hell Should I Do With My 401(k) – the name really says it all! If you have a retirement plan and are trying to make sense of the investment options given to you by your employer, this is for you! It can also easily help you manage & select mutual funds outside a retirement account as well.
Click here to get going.
Debt
Out of the Red, Back to Black: Overcome the Shame, Overwhelm & Stress of Debt – this four-part program is designed to help you manage the mindset & money aspect of debt so that you control how you experience debt – rather than having debt control how you experience life.
Click here to enroll a free training
Love + Money
Master the Language of Love + Money: Learn How to Get the Strategy & Communication Right for the Lifestyle You and Your Honey Desire - this 3-month, virtual program for couples of all stripes (straight or gay, married or unmarried) is designed to help couples create and foster emotional & financial security. It launches in May 2013.
Speaking and Education
The things we have to learn before we do them, we learn by doing them. – Aristotle
Every opportunity to speak about the intersection of money and life is a chance to help people change their behavior with and around money. I speak in front of groups large and small, and whether I am commissioned to present a workshop; give a plenary speech; or participate in a panel discussion, I don’t just give out information. I use each of these platforms to focus on helping people like you transform general information into meaningful knowledge and practical next steps.
For corporate training programs and non-profit leadership training initiatives, we have two signature workshops. Both of which are based upon the principles of experiential learning, learning that enables you to simultaneously discover new concepts while being reminded of what you already know but do not consistently practice.
Click here to learn more about Financial Intimacy: The Workshop.
Click here to learn more about Stop Treating Your Money So Poorly™.
Both programs emphasize the importance of connecting your finances with your values, goals, priorities, and dreams. Both programs are as ideal for the person struggling with money as they are for the person who is happy with the condition of their finances but looking to make improvements.
