Big clarity. One hour. Zero overwhelm.

Get expert guidance on how to structure, simplify, and align your finances — in just one focused session.

Budget Review

Get expert high impact suggestions on your budget and a personalized action plan in a 60-minute 1:1 session.

Your money should support your life — not leave you feeling stressed, confused, or constantly behind. If you’re looking to dip your toe into the coaching waters, or aren’t sure where to start when it comes to getting your money in order, this is a great first step.

In this 60-minute session, we’ll take a close look at how your money is currently flowing and identify small, practical tweaks that could make a big difference. You’ll walk away with personalized action steps designed to help you feel more in control, more confident, and more intentional with your money.

What we’ll dive into together.

Define a simple structure

We’ll look at how your expenses are currently organized and talk through ways to simplify, streamline, and align them with your goals and lifestyle.

Spot your money leaks

I’ll identify a few simple adjustments to help you use your money more intentionally and free up funds for what matters most.

Work through challenges

Sometimes it’s not just about the numbers. We’ll cover 2-3 specific challenges that have you feeling stuck and outline practical ways to move past them.

Clarify your next steps

Whether it’s building an emergency fund, improving your savings, or just knowing where to start, I’ll map out your most important next moves.

I'm Debbie, a former financial advisor, turned financial coach.

Welcome to a space where practical financial strategies meet clarity, confidence, and a whole lot less stress.

I’ve spent 20+ years in the finance world—so I know a lot about money. But I also know that traditional financial advice often feels rigid, judgmental, or just not built for your life.

I believe in personalized, real solutions, not rigid rules. Strategy, and experience guide my work—but so does reality. Because what “works” on paper doesn’t always work in your world. Your life. Your goals. Your money.

My mission? To help you take control of your finances in a way that feels calm, doable, and tailored to you—no shame, no jargon, and definitely no “just skip the latte” nonsense.

How it works

  • Choose your time, pay online, and upload your numbers using the link provided at booking.

    These sessions are non-refundable, so if you’re unsure this is the right fit, book a call first and we’ll figure it out together.

  • You’ll complete a short questionnaire when you book to highlight the top 2–3 things you want to focus on during our time together.

  • At your scheduled time, just click the Zoom link in your confirmation email and come ready for a focused session full of insights and high-impact suggestions.

  • After our session, you’ll receive a clear, personalized action list you can begin implementing right away.
    Interested in more support? You can explore other coaching programs here.

    If you decide to join Money Mastery within 6 months, you’ll receive a $75 credit toward the program.

    Note: Budget Review is currently available to U.S. residents only.

Your Budget Review is straightforward but powerful.
In just one session, you'll gain the clarity and direction you need to make meaningful changes right away.

Got questions? Book a free call and we’ll talk through what’s best for you.

Note: This session is currently available to U.S. residents only.

A Budget Review could be just what you need if…

  • You’re not sure how to even start getting your money in order

  • You try to save, but by the end of the month, there’s nothing left.

  • You’re not exactly sure which categories to use for your expenses.

  • You’d love a professional to look things over and offer suggestions to help you improve.

  • You want to be responsbile with your money but you don’t want to feel restricted.

Details and pricing…

A Budget Review gives you focused support, actionable insights, and practical next steps — all in just one hour.

Includes:

  • A brief set of questions to help me understand what you hope to get out of the session.

  • A link to provide me with your numbers - no need to have a “formal” budget done

  • A 60-minute 1:1 Zoom session focused on your biggest budget challenges.

  • A personalized action list so you know exactly what to do next.

  • A $75 credit toward Money Mastery if booked within 6 months.

  • PLEASE NOTE: This session is currently available to US residents only.


    INVESTMENT: $75 USD

 Frequently asked questions

  • Unfortunately, no. At the present time, my coaching services are only available virtually in the US.

  • Because this is a one-time session, I don’t offer refunds.

    That said, you’ll walk away with practical next steps, fresh insight, and more clarity than you came in with—so I’m confident you’ll feel it was time (and money) well spent.

    If you’re unsure whether it’s a fit, or have questions, please schedule a quick call so we can talk it through before you book.

  • If you love the session and want to consider additional coaching, you can check out my signature coaching program: Money Mastery.

    It’s where we go deeper—into strategy, structure, and mindset—for a complete transformation.