Personalized Financial Coaching for Women & Families
Choose the level of support that fits your lifestyle – from hands-on coaching to done-for-you money management. I’ll meet you exactly where you are in your financial journey.
Personal & Family Coaching Services
Bootcamp Part 1
Master Your Money Basics in 3 Months
Perfect for busy women and families who want to establish a solid financial foundation with personalized guidance and ongoing support.
- Master budgeting that works for your real life
- Create savings plans and goals that you’ll actually stick to
- Develop debt payoff and management strategies to reduce financial stress
- Establish a working monthly budget with adjustments as life happens
- Build confidence in your day-to-day financial decisions
- You’re ready to get serious about budgeting
- You want unlimited access to your coach between sessions
- You need help with debt management and savings goals
- You value longer, comprehensive monthly sessions
- You’re committed to a 3-month transformation
Bootcamp Part 2
Secure Your Future + Plan Ahead
Prerequisite: Completion of Personal Finance Bootcamp Part 1 (or equivalent)
Perfect for those who have mastered budgeting basics and are ready to protect their progress while planning for the future.
- Insurance review (health, home, auto, life, disability) with licensed agent expertise
- Continue to monitor monthly budgeting and goal planning
- Review retirement & estate planning options to secure your future
Perfect for You If:
- You’ve completed Part 1 or have solid budgeting foundations
- You want expert insurance review from a licensed professional
- You’re ready to start serious retirement and estate planning
- You value unlimited access to your coach
- You’re committed to comprehensive financial protection
Done-For-You Services
Custom Budget Created Just for You
Perfect for busy women who want a professional budget but prefer to manage it themselves once it’s set up.
What I’ll Do for You:
- Review 3 months of your expenses plus annual items
- Build a complete custom budget designed for your lifestyle
- Explain how your new budget works so you can use it confidently
Complete Financial Management – Done for You
Perfect for busy women who want complete financial freedom without having to think about money management at all.
What I’ll Do for You:
- Log into your accounts and pay your bills so you never have to worry about late payments
- Set up and maintain your budget with ongoing adjustments
- Set and track your financial goals while you focus on everything else
Other Services
Pop-In Meeting: Expert Guidance When You Need It
Perfect for Alumni or Occasional Check-Ins
Ideal for past clients or anyone who wants expert financial guidance for specific situations or decisions.
What We’ll Cover:
- Any financial topic you’re currently facing
- Changes you’re considering and their financial impact
- Quick check-ins on your progress and goals
- Specific questions about budgeting, insurance, or planning