We’re in this together.
Our process
Step 1
Initial consult
We’ll discuss your goals, vision, current financial landscape and relationship with money. This is our opportunity to get to know one another, see if we’re a good fit and decide on our next steps.
Step 2
The plan
Based on your goals and starting point we’ll meet 2-3 times to walk through a personalized plan to get you headed in your right direction.
Step 3
Accountability
Much like a personal trainer at the gym, they can have the plan but you have to do the work. We’ll determine a check-in pace that makes sense and then you’ll be off to implement your plan.
You’re encouraged to bring questions, victories and pain-points to check-in meetings so we can continue to hone the plan and help you win.
Who I work with best
Big changes ahead? Or maybe you’re already in the thick of one.
Getting your finances in order now can free you up to focus on what really matters most — and you don’t have to figure it out alone.
Let’s take the next step together.
Committed Couples
Change is on the horizon — how are you preparing for it?
Money is one of the leading causes of stress in relationships, and divorce rates reflect just how serious that tension can be. Getting on the same page financially is one of the most loving and practical ways to strengthen your current relationship — or prepare well for the one to come.
Talking openly about money expectations, spending habits, and shared dreams isn’t just wise — it’s a powerful complement to pre-marital counseling and a foundation for a healthy future together.
Making Moves
Buying a home — or even just thinking about it — can feel intimidating.
With down payments, closing costs, and monthly expenses, it’s easy to feel unsure about what you can truly afford. This could be the biggest asset you’ll ever own — so the goal isn’t just to buy a home, but to buy wisely. You deserve clarity, confidence, and a plan that helps you avoid overbuying and build long-term stability from day one.
New Parents on the Block
Between diapers, daycare decisions, and all the new baby expenses, life’s coming at you fast. But does your budget know what’s going on?
Sleep-deprived days make it tough to make clear financial choices. If you’re unsure how to adjust for all the new costs — birth, supplies, childcare — it might be time for a budget that brings peace and focus back to what matters most: your growing family.
Why work with me?
Individuals
Here’s no time like now to shift your circumstances. Maybe you’ve got a vision but need a plan—or you’re simply ready to start living with more intention. Either way, you don’t have to go in alone.
Perhaps you’ve built a solid foundation. Now ask yourself: What needs to be true for me to grow into the life I want? It’s time to think strategically, build lasting habits, and create a legacy rooted in freedom and purpose.
Business owners
You’re building a business, and your team plays a huge role in making it thrive. But what if your team wasn’t weighed down by financial stress? What if they felt confident about their money, motivated by personal goals, and inspired to grow in their roles? Imagine a workplace where your people show up with peace of mind—more focused, more kind, and more driven. How would that impact your culture, your customers, and your bottom line?