Your complete A-Z roadmap to financial transformation

A 1:1 personlized financial coaching program to help you master your money and still enjoy your life.


For Individuals, Couples and Solopreneurs
Available Virtually Nationwide

If you’re reading this, you’re ready to take control of your finances - without sacrificing the life you love.

Our goal is to get to the root of your money challenges, and implement a simple money system that’s both empowering and enjoyable, so you’ll gain clarity, confidence and control over your finances without:

  • Restrictive, joyless budgets that make you feel deprived

  • Tedious tracking of every dollar and cent

  • Feeling guilty for spending on things you love

  • Constant anxiety over bills, debt, and the future

  • Friction whenever you and your partner discuss finances

Picture what your life could look like…

Guilt-Free Spending: With a clear spending plan in place, you can enjoy your daily Starbucks fix without second-guessing or feeling guilty.

Achieving Big Dreams: Whether it’s buying your dream house or taking that once-in-a-lifetime trip, you’ll finally make real progress toward your biggest goals.

Healthy Money Conversations: Discuss money with your partner with confidence and calm—no more tears, frustration, or avoiding the topic altogether.

Effortless Management: Spend just 90 minutes a month managing your finances, freeing yourself from constant tracking.

“We’ve been able to save money for the first time in seven months, and have a better understanding of each other’s mindset when it comes to finances. Your system was the biggest game changer and will be a huge part of our success moving forward.”

karen, writer

Is Money Mastery right for you?

This is for you if:

You get a pit in your stomach every time you look at your growing debt balance(s).

You feel like you can’t stick to a budget (no matter how hard you try).

You have a variable income that’s making it feel impossible to budget.

You feel frustrated to the point you’ve given up or you don’t even know where to start. 

You make good money but don’t know where it all goes.

This isn’t for you if:

You’re looking for a debt remediation service or someone to help you file bankruptcy. 

You’re looking for investment advice vs. money management, debt payoff, goal setting, and saving.

A comprehensive coaching program is just not in the budget. (Try Financial Snapshot Session instead)!

You’ve got a super busy schedule and don’t know how you’ll be able to carve out the time to do this. 

You’ve got your finances humming along on autopilot, money in the bank, debt paid and no money stress.

A look inside the modules…

  • In this module, you'll uncover and define your dreams and core values, putting numbers to those dreams to give them shape.

    We’ll create a net worth statement to establish a clear starting point, then start building a strong financial foundation that sets the stage for the journey ahead.

  • Uncover your money stories, identify and understand your money mindset, and discover your unique Money Personality. Learn how these factors work together to influence your financial decisions and how to work with them instead of them working against you.

  • Build a plan that ensures intentional and purposeful use of your money with the easy-to-use First Step Cash Management system that takes the place of a restrictive budget.

    It’s about aligning your spending with your goals and values (what’s most important to you) while still taking care of your future self.

  • We’ll dig deep to find the things that bring you the most happiness, and find away to incorporate more of those things into your life, not less.

  • What do you do when everything seems like a priority? Should you pay off debt first or save more? How can you build a solid plan to become a homeowner or do those home renovations or buy that new car?

    We’ll prioritize all of your financial goals, set up a plan to finally achieve them, and create a clear roadmap for you to follow.

  • Bumps in the road along your financial journey are inevitable. Learn best practices to handle the curveballs life throws your way, and build in the flexibility that allows long-term, continued success.

Exclusive to the Money Mastery Program

  • No more complicated budgets or apps. Simplify your money management with the First Step Cash Management System™. Quickly see how your resources are allocated, communicate effectively about finances, prepare for life’s events, and achieve your goals—all in just 90 minutes or less each month.

  • Dive deep into the habits and attitudes that drive your financial decisions. This comprehensive assessment reveals key insights for real change and helps couples better understand their financial dynamics. Gain personalized strategies tailored to your unique money personality, empowering you to achieve lasting financial success.

  • Stay on track and keep building your financial momentum! After completing the Money Mastery Program, you’ll have access to additional 1:1 sessions at a reduced rate of $75 per hour (normally $125). Whether you need extra accountability, guidance as you work toward your goals, or a “rescue” session to troubleshoot any financial emergencies, you’ll have a financial ally just a call away. This exclusive access ensures ongoing support to help you maintain and build on your success.

  • Practical tools and guidance to identify and shift the hidden beliefs behind your money habits, helping you reshape your relationship with money, so you can make confident, healhy, financial decisions.

“I got clear on what money was really coming in, and how much was *really* going out, and what I could realistically afford — even with the highly variable income of a solopreneur.”

Lauren, Copywriter

 How we’ll work together

You’ll receive two one-hour Zoom sessions per month, providing you with focused, personalized 1:1 guidance. In each session, we’ll dive deep into your financial picture, track your progress, and tackle any challenges that arise.

You’ll never feel “stuck” or uncertain—together, we’ll maintain a clear focus and game plan, and you’ll have unlimited access to me as your own experienced financial coach, guiding you very step of the way.

What you’ll get

unlimited support

You’re never alone. Whether it’s a quick text or a detailed email, you’ll have unlimited access to personalized support whenever you need it.

regular check-ins

I’ll check in mid-week to answer questions, help with any challenges, and keep you motivated and on track so you never fall behind.

session recaps

Focus on our sessions without worrying about taking notes. You'll receive a detailed recap after each session so that you can stay focused.

financial Toolkit

Access a full suite of easy-to-use tools, including Google Sheets, Debt-Payoff Software, Net Worth Statement, Expense Organizer, and more.

Weekly action items

This program is all about results. Each week, you’ll implement actionable steps so that you can actually make progress toward your goals.

money management software

Gain access to the simple yet powerful First Step Cash Management System™ so that you can easily manage your money without a restrictive budget.

 An easy investment in your financial future

Your investment in Money Mastery is structured to make it simple to get started with manageable monthly payments.

You’ll gain the tools, guidance, and support to achieve lasting financial clarity and freedom.

Investment Details:

Money Mastery - A 3-Month Journey

3 payments of:

$240/month

You will receive:

  • Two monthly one-hour 1:1 sessions per month, totaling six sessions over three months.

  • A 30-minute “touch base” session one month after the program ends.

BONUs opportunity

Add three additional one-hour 1:1 coaching sessions after your program ends for only $150 (normally $75/session), saving you $75!

“I feel aware for the first time ever, and know exactly what is in my accounts. I actually feel the program is worth more than the cost, given the immense amount of attention and support you provide.”

Lisa, color consultant

Get started with confidence

If, after your first coaching session, it turns out that coaching or the Money Mastery program isn’t a good fit, I’ll refund your payment - in full.

Schedule your free discovery call today!

Explore how Money Mastery can transform your relationship with money.

We’ll discuss your goals, assess if the program is right for you, and answer any questions—there’s no obligation to commit.

Limited Spots Available
To ensure each client receives dedicated, high-level service and support, I take on a limited number of clients per month. This allows me to be fully available for each individual and provide the hands-on attention each client deserves.