Does it seem odd to ask you, “What’s your money story?”


If you said “yes,” I’d understand. Because most of us have been conditioned to look at money almost exclusively as a math problem to be solved. And since 2+2 always has, does and will equal 4, there’s not much of a story to tell – right?!

However, when you look beyond your numbers, you will notice a pattern. This pattern reveals a narrative about your choices, habits, and priorities, to name a few. But, this is just one part of your money story.

The other part of your money story is the one you tell yourself (and others)  about your numbers. This is where your emotions come into play.

Because how you feel about your numbers has a lot to do with how money is impacting your life. Do you view money as your friend or foe? How is it affecting your hopes, goals, and expectations? To what degree is money amplifying your fears or helping you achieve your markers of success?

So, not only do you have a multi-layered money story, it is one only you can have, much like your fingerprint.  This is why the story of you and your money is, well, uniquely yours.

It is also what makes managing your money interesting, complex, frustrating and, at times, fun.

Because everyone’s money story is different, there isn’t a one-size-fits-all answer to your questions and challenges.

There isn’t a singular reason to explain why money isn’t “doing” for you what you need and want.

There isn’t just one way to change the circumstances of your current financial situation – whether that is to:

Upend the pattern of living paycheck-to-paycheck, despite being a college-educated high-earner, so you can save and live with more ease.

Get out of debt, so you can stop feeling like your future is being held hostage by past choices.

Understand your mate’s attitudes, emotions and approach to money, and have them understand yours, so you can fight less about your money differences.

Create an actual financial plan, so your financial success is more intentional and not accidental as it’s been thus far.

Focusing on both parts of your money story, making sure to dive deep into the emotions behind your numbers is what I do. And have been for over two decades.

Sometimes the work is “messy” and a bit uncomfortable. (We are dealing with emotions, after all.) But the clarity and confidence in the end always makes it worth the effort.

I help a broad spectrum of curious-minded people who understand that answering and addressing money questions, challenges and frustrations is never just about the dollars and cents.

And I’d LOVE to work with you if you want to stop worrying and wondering, “am I making the right moves with my money?”

I’d LOVE to work with you if you want a framework and process that gives you clarity and confidence to know you are making the smartest choices possible. Every. Time.

I provide behavioral-based financial coaching designed to help you be a better steward with your money, so you can exercise more agency over your life.

Here’s how…

Financial Jam Session

Do you have a financial strategy that is designed to help you succeed in the “new economy?” Ensuring your answer to this question is a resounding “hell yeah!” is the goal of this targeted, 90-minute virtual session.

During our time together, we’ll focus on one or two areas of your financial picture, whether that’s to…

  • Save more
  • Remove debt
  • Invest smarter, or
  • Earn more income

With the Financial Jam Session, you’ll get a concrete, personalized and actionable game-plan. One that is based on your unique needs, wants, strengths and style. Doesn’t that sound fabulous?

Price: $750
To learn more and start jamming, go here.

Beyond the Numbers

Something’s missing. Maybe you know precisely what’s missing, but can’t figure out how to connect the dots. Or, perhaps you have no clue of what’s missing or how to fix it…you just have this feeling that there has to be a better way.

When you and I go Beyond the Numbers, we do a deep dive and take a comprehensive, 360 degree look at your finances and your life. We find what’s missing and connect the dots by both crunching the numbers and tapping into your relationship with money – exploring your values, beliefs, behavior and habits in a grounded way (read: not, woo-woo) – through the prism of your choices (current, past, future) in key financial areas, and in the context of internal and external factors.

And, we take our time – four (4) months and six (6), 60-minute virtual sessions to be exact. When we’re done, you’ll have a customized strategy and action plan you can’t wait to implement.

Price: $2,500 (singles)/$3,500 (couples) – a payment plan is available
To learn more and to talk about how I can help you, click here.

Successful, Profitable…and Not Broke!

If you own a business that is profitable and cash-flow positive, you’re doing well, right? Yes, this is a trick question…

As a business owner, I know all too well the trap of giving your business EVERYTHING, including your future. You are so focused on taking your business to the next level – whatever that may be for you – that you overlook one important detail: taking care of your personal finances, too.

I also know that because you’re in the trenches, getting the connection between your business and personal finances right may be a need you don’t even know you have. But it is!

Successful, Profitable…and Not Broke! is for entrepreneurs and small business owners who have been in business at least one year. It combines financial and business coaching, with the goal of creating an integrated game-plan that ensures your business model and sales process are designed to support your personal finance goals.

If you can’t remember the last time you added money to your personal savings and investment accounts; if you “pay” yourself with what’s left over after you pay your business and personal expenses, you might, unwittingly, be successful, profitable and broke.

And, we should talk. I’d love to help.

Price: Starts at $3,500
To learn more and to talk about how I can help you, click here to get started.

(NB. The emotions behind money matter…a lot! And sometimes our work together kicks up stuff (so eloquent, right?). If/when things become “messy” or a bit uncomfortable, it’s okay. Exhale…and think of it as an invitation for us to do some deep, awesome work. Don’t worry. I have your back.

You + Me

And three ways to work 1:1, achieve your goals…and rock your finances!

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