I work virtually 1:1 with clients to help them get financially organized! 🧹
I also will be offering a virtual group program called Get Financially Organized - sign up for the waitlist to be notified when it's live! ✨
AKA how do we work together?
We cover these 4 things in our work together: your money story and money habits, your financial inventory (financial balance sheet), cash flow & budgeting, and financial organization (automating your finances). If you're unsure whether this fits what you're looking for - just schedule a call and I'll help point you in the right direction 😊.
Financial coaching costs $250 per session - if you were referred to me from someone, please let me know during our call and I will share discounted pricing with you. After working together on your budget/cash flow, if I see that my pricing is a large burden for you, I will also try to adjust pricing based on what your budget is telling us you can afford (& also if I can afford to lower the pricing for you too - I also have business bills to pay!).
Financial coaching is definitely an investment of your time and money! If you're not able to afford financial coaching right now, I encourage you to look for free financial coaching resources like Operation Hope (operationhope.org) or Green Path (https://www.greenpath.com/). I haven't used these services myself but they were recommendations from other coaches. I am also putting together a virtual group Get Financially Organized course, which will be more affordable than 1:1 coaching! Sign up on my homepage!
Stop resetting your passwords and stressing about finding your old tax return, in a virtual group program!
All speaking and consulting is priced specific to the time & work requested.
I love speaking to students, nonprofits, workplace orgs, and more about financial literacy topics - especially on investing education and getting clear on your important numbers. Please reach out to me via my contact form below OR schedule a call so we can discuss the details further and make sure I'm the right fit for what you're looking for.
As a CERTIFIED FINANCIAL PLANNER™ who made the pivot from education to finance (and has worked at 6 different financial planning firms over my career), I am great at discerning who might be a great fit for your financial planning firm. After making sure to really get to know you, your firm, and who you're looking for, l am available to help you screen & interview candidates. Please reach out to me via my contact form below OR schedule a call so we can discuss the details further and make sure I'm the right fit for what you're looking for.
I am a former middle school teacher with a Master's degree in Education, as well as experience as a Training Manager and Customer Education specialist. Whether you need help putting together an in-person or virtual onboarding experience for a customer or employee - I can help you get it together quickly and professionally! Please reach out to me via my contact form below OR schedule a call so we can discuss the details further and make sure I'm the right fit for what you're looking for.
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