Organized Finances. Clearer Decisions.
Practical financial guidance focused on helping individuals and families create greater financial clarity through sustainable systems, organized decision-making, and intentional financial routines.
Together, we build practical structures for managing cash flow, spending, savings, debt repayment, retirement savings, and financial priorities in a way that reduces stress, supports long-term goals, and better aligns financial decisions with personal values and real life.
My approach is thoughtful, transparent, and designed to help individuals and families feel more organized, confident, and in control of their financial lives — especially during seasons of competing priorities, financial complexity, or transition.
The Clarity Session
$350
A focused session designed to help you better understand your current financial picture, clarify priorities, and identify practical next steps for creating greater financial clarity and alignment.
The Clarity Session is ideal for individuals or households with solid incomes who still feel overwhelmed, disorganized, or uncertain about how their day-to-day financial decisions connect to their long-term goals and priorities.
During the session, we may discuss:
Your current financial picture and overall organization
Existing systems, routines, and financial workflows
Spending patterns, cash flow, and financial habits
Debt repayment priorities, retirement savings goals, and strategies within the context of broader financial priorities
Financial goals, priorities, and competing demands
Areas of financial stress, mental load, or decision fatigue
Opportunities to simplify, organize, or improve financial systems
Practical next steps for creating greater clarity and consistency
Following the session, clients receive individualized recommendations and suggested areas of focus based on the topics discussed.
Includes:
One 90-minute Clarity Session
One 30-minute follow-up check-in within 4–6 weeks to review progress and next steps, or $200 applied toward the Financial Systems Coaching package if you decide to continue with additional support.
Financial Systems Coaching
$425/month for 3 months
(or $1,200 paid in full)
Practical guidance and implementation support for building sustainable financial systems that help create greater clarity and align day-to-day financial decisions with long-term goals and values.
Financial Systems Coaching includes guidance for setting up and utilizing Monarch Money as a central tool for budgeting, cash flow visibility, and ongoing financial organization. A separate Monarch Money subscription is required and maintained directly by the client.
This coaching package Includes:
Initial Clarity Session
Four 60-minute Financial Systems Coaching sessions over a period of 3 months.
One 15-minute support session available between scheduled coaching sessions upon request
Coaching may include:
Guidance with setting up and customizing financial tools and systems, including Monarch Money
Developing practical budgeting, cash flow, and financial organization processes
Reviewing spending patterns, habits, and routines to identify opportunities for greater clarity and alignment
Establishing financial goals and creating systems that support long-term priorities and values
Identifying opportunities to simplify, automate, and improve day-to-day financial workflows
Accountability, implementation support, and ongoing refinement as financial needs and goals evolve
Guidance for financial transitions, lifestyle changes, or periods of increased financial complexity
Ongoing Financial Coaching
$175/month
Financial systems are most effective when they can evolve alongside real life. Ongoing coaching provides continued support, accountability, and practical guidance to help clients maintain clarity, refine financial systems over time, and make intentional financial decisions aligned with their goals and values.
Ongoing financial coaching is for clients who have previously completed Financial Systems Coaching. It is billed monthly and may be paused or discontinued with advance notice.
Includes:
One 60-minute monthly coaching session
One 15-minute support session available between scheduled coaching sessions upon request
Sessions may include:
Regular financial check-ins and progress reviews
Ongoing guidance related to budgeting, cash flow, and financial systems
Reviewing evolving goals, priorities, and spending patterns
Refining financial routines and workflows as circumstances change
Continued accountability and implementation support
Guidance during financial transitions or periods of increased complexity
Support maintaining organization, clarity, and consistency over time
Periodic review and refinement of Monarch Money systems and workflows