Successful Clients have this in Common

As a financial coach, I work with people from all walks of life, at every income level! From older couples who need to start saving for retirement, to single women looking to find their financial footing, to families with envy-producing incomes. The one thing that every client has in common is that: They made a […]
How Heather Got Her Groove Back

With financial coaching, I typically get new clients at one of these stages– The first group comes to me because they are stressed about money, and want someone to guide them to peace with their personal finances. Then another group arrives with more urgent needs. Simply put–they have reached a “breaking point” and they will […]
“No, not me…please!”

Have you ever had a thought float into your mind, but then you could not get it out? A pesky, nagging thought living rent-free in your own mind! And no matter how much you resisted the idea, it just persisted and wouldn’t leave… Yes, me too! Years ago, after figuring out how to structure our […]
“Is there any hope for us?”

One October afternoon in 2019, I started the Discovery Call on Zoom with a couple that was curious about financial coaching. As soon as I turned on the video, Leslie and Charles popped up and… I knew. It was clear to me that Leslie wanted to work with a financial coach, as she was the […]
Ever feel like lack of money is holding you back?

When I first met Kimberly, she had a lot on her mind. She was concerned about her Job Security. Concerned that her (adult) special needs child would need more help. Most of all–she had retirement looming on the horizon, and she wasn’t sure if she was on the right path to retire comfortably. Kimberly had […]
She had 18 creditors breathing down her neck!

Yes–when Tina reached out, she had 18 creditors breathing down her neck. Over $33,000 in debt with… Credit card bills in collections. Medical Bills to pay. Loans from small finance businesses with interest rates over 100% (not a typo). Years behind on property taxes. Tina is a single woman who was working part-time and struggling […]