Maria’s Story – From Overwhelmed to In Control
Today, I want to share the story of a client I’ve been working with for the past year. Maria first reached out to me for coaching after her husband unexpectedly passed away in 2019. She was feeling overwhelmed by all the financial decisions she suddenly had to make. Her husband had always managed their finances, […]
The Shift That Saved Sarah and James
Today, I want to tell you about a couple I have been working with for over a year. In July 2023, I received an email from Sarah, who had been referred to me by a friend. In her message, she shared that she and her husband, James, needed help budgeting and saving money. When I […]
“Spending like we have money when we don’t.”
In June of last year, I started working with Matt and Sarah, and asked them to tell me their biggest financial struggle. They replied, “Spending like we have money when we don’t.” Is there a person reading this who hasn’t felt like that at one time or another!! (I doubt it!) I dug in a […]
What is the price of your peace of mind?
In February of this year, David could tell you how much his peace of mind cost him… $48,000 in IRS Debt $47,000 in Student Loan Debt $3,000 in Credit Card Debt $14,000 in Advances for his business At the age of 52, David found himself with a stack of debt for himself and his business, […]
The solution was easier than they expected…
If we were having coffee, and you asked me what I had noticed as a pattern in my financial coaching clients, I could definitely share a few of the trends I have observed over the years. Since clients come to me at all salary ranges, you would think that there would be more differences than […]
Top 10 Frequently Asked Questions at Smart Money Financial Coaching!
This week I would like to take you behind the scenes a bit at Smart Money Financial Coaching! I love to get a sneak peek into other businesses, so I thought it might be fun to share a few things you might not know about my business. Let’s do a Q and A style, and […]