I left a fulfilling job working for a social-mission based financial wellness company in the summer of 2020 to launch my own private financial coaching practice so that I can work specifically and exclusively with people who struggle with the idea of money and what it represents -- people who think that focusing on money makes them greedy or icky, or people who just find money to be a source of constant anxiety in their life. Maybe you avoid dealing with money because thinking about it conflicts with your values or the idea of taking care of money or engaging in wealth-growing feels like the opposite of what is important to you, or maybe you simply lack the confidence in your knowledge and skills to feel good about money.
I operate in a shame-free zone, so if that’s you, that’s cool. Our society doesn’t prepare us to deal with money in a healthy way, so it’s on us to find a way to make peace. To boot, we all have our own money habits, histories and quirks, which means that there’s no one way to do money “right.”
I totally agree that focusing on money for the sole purpose of getting rich is not a great way to live, and I share the distaste for the greed and grossness of Wall Street. What I’ve learned through my own awakening and through working with thousands of others is that when you turn away from money completely it can lead to a ripple effect of anxiety, fear, feeling trapped in your life and emotional distress. The simple fact is that money is a tool we have to use in our current society, so let’s use it in a way that matches our values. And as long as Wall Street exists, let's get in on at least the part of the game that allows us to find financial freedom, without giving too much of our hard-earned cash away in fees.
My mission is to engage with other like-minded people – the ones who see the need for equity in our world and who aren’t afraid to engage in tough conversations about the environment, social justice, animal welfare and blatant greediness – and help them understand how to exist in our economy in a way that brings a sense of enoughness without feeling icky or greedy. I’m on my own journey to better exist in this world and I invite you to join me so we can learn from each other. I’ll share the insider knowledge I’ve gained from over 20 years in the financial services industry so you can effectively take care of your needs, and I am eager to learn from you about how I can continue my work on making the world a better place for all to exist in their own version of bliss.
This is best for…
Finding your financial bliss with me is for anyone who wants to find the best intersection of money and their values – those who need guidance toward what to pay attention to and what they can blissfully ignore about traditional financial planning. People who simply need a judgement-free zone to learn and explore their money habits to find the best road for their own happiness. Click below to book a session and get started!
Who I’m not…
I hate the words budget and retirement. I try to avoid using them whenever I can, because I think budgets are bullsh*t and retirement in the traditional sense is unlikely to be what it is for my parents’ generation.
For today’s generation, I believe in the continued search for meaning in life and the idea that if you find a way to do what you love, you’ll never “work” a day in your life. But I also know that any time you have to work, it can seem like work, so the goal is to find financial security and independence – that place where you know you have enough coming in or enough saved to survive an unexpected event, and where you have the freedom to change paths when you feel the need.
And while I'm no fan of tracking every penny, I do recognize the need to direct our money in the ways that fit our lives, which I call spending intentions. I won't shame you for how your money is being spent, but I will challenge you to hold your spending up to your values to make sure the two match.
If you’re looking for someone who’s going to go through your spending and tell you what has to go, or shame you for the mistakes you’ve made, or will put you through a step-by-step process to financial freedom, I’m not that person. There are lots of great coaches out there for you who have amazing tools and systems if that's what you're looking for! I'm just not one of them.
I also don’t manage investments, so while we may get into investing as it pertains to taking advantage of savings opportunities, if you want to be told what stock is going to beat all the others, keep looking. Finally, while I am a CPA, I am not a tax preparer, so I can’t help you do your taxes. I can help you better understand how the whole tax system works so you can pay as little as legally possible, but I won’t actually submit your return to the IRS for you.
If you have questions about customizing a financial coaching program to you, please reach out via my contact form and we can discuss over email. If you're ready to get started (or you're a returning client), please request to book a time that works for you. Prices are based on the amount of time we spend on a call along with your ability to pay - we will work out a plan that works for you. I can't wait to help you find your financial bliss!