One-on-one financial coaching

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 and consulting company so that I can work with the types of people I most resonate with.  To book now, click here for the session options.

We'll probably be money BFFs if any of the following is true for you…

  • You just want to talk to someone about money who won't try to sell you something so you can get trustworthy, expert answers to your questions.

  • You’ve heard the rules of thumb about how much to keep in emergency savings and how much to save for the future, but you want a more personalized answer based on your unique life, goals and personality. 

  • You often say to yourself, “I should know more about this,” even though the means to learn have never really been available to you. 

  • You have an idea of some steps you want to take with your money, but wouldn’t mind a little help making it happen so you can get it right the first time.

  • You're looking for someone who won't shame you for past money decisions while empowering you to take some positive steps toward the future you know you deserve.

  • You stare in disbelief at the radio when you hear Journey and Bruce Springsteen songs classified as “oldies."

I operate in a shame-free zone, which means that no matter how much you think you "should" know or do or be, I'm here to tell you that it's time to stop should-ing all over yourself. 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. We also all have our own money habits, histories and quirks, which means that there’s no one way to do money “right.”  My job is to help you find the way that works for you.

I'm probably not a great fit for you if…

  • You really just want someone to make investing decisions for you or only take care of that part. While I'm able and willing to offer guidance and education around investments and the options out there, I don't give specific investing advice and am not licensed to do so. I’m happy to refer you to some amazing financial advisors in my network if that’s what you seek!

  • You're looking for someone to do your taxes. Yes, I'm a CPA, and I'm quite knowledgable about how taxes work, but I am a CPA financial planner, not a tax preparer.

  • You are in crisis with bills in collection or feel like you’re drowning in debt. I'm not well-versed enough in the world of credit counseling to serve you the way you deserve. If you're in a financial crisis, I’d recommend starting with the National Foundation for Credit Counseling for free, expert help on serious debt issues - find a not-for-profit credit counselor at

  • You seek a step-by-step, preset program or system. I'm more of a free-flower and prefer to go with what comes next for you rather than a prescribed set of steps.. Again, there are lots of those out there, just not here!

Let's get started!

To book a session with me, please select from the options below. To learn more about each option, please click the session title. Payment is required at the time of booking and you can cancel or reschedule up to 2 days before your session.

Note that while the Couples Coaching is specific to working with couples on money within their relationship, partners are welcome and encouraged to book the other services together as well. I look forward to working with you!​