the financial foundation you need - but probably have never built.

Gain clarity on your finances, build a solid financial foundation, and create a system that makes money management simple.

Personalized 1:1 financial coaching — based in Charleston, SC — serving clients across the US and Canada via Zoom.

financial foundation is the first step in getting your finances under control.

For singles, couples, and solopreneurs who'd rather be living their life, than redoing their budget

Get Started

It’s not just "money stress." It’s the constant mental weight of 1,001 things.

You’re busy — trying to manage a life that feels like a series of financial ambushes. I see it every day in the clients I work with:

  • The "Paycheck to Paycheck" Trap: You feel like your money goes to things you can’t control — like the mortgage, car payments and groceries, leaving little for anything else.

  • The "Emergency Credit Card" Cycle: When you have to deal with small emergencies — car trouble, extensive dental work - you’re forced to use your credit card because you don’t have enough (or any) savings.

  • The "Ambush" Expenses: Holidays, birthdays, and anniversaries should be celebrations, but instead, they become a source of stress because you’re never sure what you can actually afford.

Financial Foundation provides 1:1 personalized guidance and support to help you figure out where your money is going, where you want it to go, and help you get it there. So you finally have a plan and can stop worrying about money, and focus on what matters most in your life.

Financial foundation Is For You If...

  • You feel like by the time you pay your bills, there is hardly anything left over.

  • Even though you don’t buy anything extravagant, you don’t have anything (or much) in savings.

  • When you go shopping you’re never quite sure how much you can afford to spend on things.

  • You carry a balance on your credit card(s) most months.

  • You don’t know what you would do if you lost your income for three months.

why trust me with this?

I've spent more than 20 years helping single people, couples, and solopreneurs manage their money in a way that doesn't rely on restriction, endless tracking, or a complicated system that feels impossible to maintain.

What I am especially good at is explaining financial concepts in a way that's easy to understand and recognizing how often money creates shame, embarrassment, because we assume everyone else has it figured out except us.

I can help you spot opportunities to optimize your money, identify where the flow breaks down, uncover patterns that aren't serving you, and find gaps that may be holding you back without you even realizing it.

My goal is to help you better understand your money, trust yourself, and build a system that works for your real life—one that feels stronger, simpler, and sustainable over time.

  • "We are less stressed and feel much more comfortable and confident.."

    “We were struggling with coming up with a system that was efficient and still allowed some freedom. We felt incredibly stuck and unsure how to even start.

    There was absolutely no judgment, and the system was incredibly easy to follow once set up.”

    —Kaeli B.

  • “i have so much more clarity and confidence than I did before."

    I wasn’t sure if hiring a financial coach was a smart use of money—or just throwing money at a problem. But I realized I needed support, structure, and a system to finally feel in control of my finances. Working with Debbie turned out to be absolutely worth it.

    —Jen Z.

  • “i actually celebrate the money i do spend on myself now."

    I was operating from a place of scarcity, feeling like i didn't have money to spend on extra things.

    Now, even if it is a small purchase such a coffee or a book, I feel a new freedom to revel in that spend and truly enjoy it, rather than letting guilty feelings zap my energy and joy."

    —Lisa J.

what we’ll cover

Together we’ll work 1:1 through three essential pillars that transform how your finances work — from vision, to structure, to money psychology and mindset, in three one-hour personalized sessions and one 30-minute “touch base” session one month after the completion of your program — via Zoom — so you can learn from the comfort of your home.

Understand your financial picture

Walk through your Dream Session to define your life dreams, clarify your values, and connect your goals to what matters most. We’ll create your net worth statement, check your credit score, and look at where your money is going so you can start structuring it for greater security and stability.

Set Up Your financial snapshot

Create a simple, user-friendly system for your everyday finances. We’ll set up your bank accounts, automate your money so it goes exactly where you want it to, and make sure you always know how much you can spend. You’ll learn how to plan for unexpected expenses and keep everything running smoothly with minimal effort.

Master Your Money Mindset

Uncover the beliefs and habits shaping your financial decisions. In this session, you’ll learn to recognize old money patterns, understand how past experiences influence your current approach, and identify the behaviors that may be holding you back. With a unique Money Personality Assessment, you’ll gain awareness and practical tools—so you can make confident, intentional financial choices moving forward.

Touch base session

Once your system has been set up and you’ve been using it, you may run into challenges, questions, or want to tweak a few things. This session is to fine-tune things so that you feel confident and prepared for whatever life throws your way.

what you receive and how you are supported on your journey

A solid foundation For your money

Three critical pillars — visioning and goal setting, an easy money management system, and money psychology and mindset — each its own session with step-by-step action items to implement.

1:1 personalized guidance and insight

Unlike a course, app, book, or YouTube videos, you won’t be left wondering what to do or how to put into practice what we cover in sessions. It will all be personalized for your unique life.

Unlimited support between sessions

Between sessions you may run into snags or have questions. I’m never more than an email away. Just send your questions and I’ll get back to you the same day (during normal business hours).

How it works

01
see if 1:1 financial coaching is a fit

Book a 20-minute consult to discuss your goals, ask questions, and learn about financial coaching. Consider it a fact-finding mission.

02
determine if financial foundation suits you

Based on our conversation, determine if Financial Foundation fits your needs. There’s never any pressure or obligation.

03
start your financial transformation

If you decide to proceed, you’ll get a link to book your first appointment, pay for first payment, and get access to some easy exercises.

schedule a free consult

Financial Foundation


A one-month, 4-Session 1:1 Financial Coaching Program via zoom

just two bi-weekly payments of $175 (total $350)

You will receive:

  • A personalized Financial Snapshot you can use from now on in place of a budget.

  • Three 1:1 one-hour core coaching sessions and one 30-minute “touch base” session (one month after the program ends) to create structure and confidence

  • Clear action steps after each session

  • Unlimited email between sessions for support and accountability

Book a call to learn more or get started

Frequently asked questions

Don’t see your question listed?

Email me at -info@questfinancialcoaching.com

  • Yes! It’s a great way to get on the same page financially and strengthen your relationship. We’ll incorporate each of your perspectives and help you create a system that works for both of you.

  • No—this is a live, personalized coaching experience. You’ll meet 1:1 with me over Zoom, and together we’ll tailor a plan that fits your life. You’ll have accountability, guidance, and real-time feedback, not cookie-cutter pre-recorded lessons.

  • If you are in Canada, yes. My coaching services are currently available to US residents nationwide and Canadian residents.

  • There are no refunds, so please consider your purchase carefully. That’s why we have a free intro call up front, so that you can ask any questions and make sure Financial Foundation is the right fit for you.