• Strategy Session: This 2-hour intensive provides immediate clarity and your personalized Corporate Escape Blueprint. The R.E.A.D.Y.™ Method pinpoints your biggest challenges and outlines realistic, actionable steps for self-employment. It's your powerful first step to building your financial bridge to dreams.

• Foundation To L.E.A.P—Our 4 month coaching program provides the in-depth financial guidance, support, tools, and accountability you need to move from first steps to building your financial foundation for your next chapter.

• On Track- Our ongoing coaching program is designed to help support you with your wealth building goals as you grow in your business.

We find we typically service corporate working women, but we’re here to serve anyone with the desire to become self-employed- all dreams matter to us 😀

What’s the difference between a financial coach, financial therapist, and financial advisor (planner, consultant)?

Financial Advisor/Planner/Consultant: focused strictly on investing and helping build and preserve wealth. Not always focused on holistically helping someone align their life’s goals with their financial choices. Long-term future-focused.

Financial Therapist-focused mainly on helping you heal from the past traumas impacting your current financial choices. A therapist focuses on the root causes to get you to a place where your financial behaviors are healthy enough for you to make good financial choices. Primarily past focused.

Financial Coach-a financial coach looks at all of your life, not just your finances to help you use finances as a tool to build the life you want. A coach can offer guidance on a variety of financial topics and help you identify past behaviors impacting your ability to reach your goals, but most are focused on how to get you from where you are now to where you want to be. Coaches help you with present goals as well as thinking ahead to future goals.

Additionally, I am both a Certified Financial Planner (CFP®) and an Accredited Financial Counselor (AFC®), so I can uniquely combine elements of all three into my services. I’m also a Certified Younique Coach, trained to help people design their ideal life. text goes here

My services provide the financial guidance you need to make informed financial decisions. We offer education on a variety of financial topics, but we do not offer specific investment, insurance, tax, or legal advice.

Oftentimes, once we’ve helped educate someone on a topic, coupled with guidance, that person can confidently make financial decisions.

Think of it like this: we’re teaching people how to fish (coaching) vs. giving people a fish (advice).

Even better, most can take what they’ve learned and continue to make informed financial decisions, without us- which is the ultimate goal.

There are 8 sessions, each lasting up to 1 hour. The sessions are typically broken down into biweekly sessions. We designed the program to be flexible enough to accommodate different schedules and transition timelines.

You have unlimited email support and what we can “Unstuck” sessions- short virtual meetings to quickly attack the barrier in your way. description

Yes and no. Yes, basic generic financial information can be obtained from the internet and AI.

But once you get the information, you need to:

• Curate the information specific to your unique situation

• Filter it to determine what’s good or bad or just outdated information (law changes, etc)

• Discern if you are getting information from only the speaker’s or writer’s personal experience without the context to know if it will work for you vs. someone who is speaking from years of working with others

• Know what questions to ask (which is tough when you’re asking questions about a transition you’ve never experienced)

• Also not only know the right information, but the the right order (A great example is a question I get often- Should I save or pay off debts- the order you do and how you do it can make or break your goals)

• Customize it to match your personality, life stage, and goals.

• Be your own accountability partner to keep yourself on track

These are all challenging to do without a human guide to:

• Help navigate the emotional rollercoaster of the transition which can self-sabotage your success

• Catch and help with limiting beliefs sensed in questions, statements, and tone of voice when asked

• Help you align what you're doing with your values.

• Discern when seemingly good guidance on the internet, is bad guidance for your unique needs description