WHO I WORK WITH
YOUNG WORKING WOMEN
EMPLOYERS & ASSOCIATIONS
FINANCIAL ADVISORS & RELATED PROFESSIONALS
SERVICES
Private Personal Finance Coaching
Work one-on-one with me to ask your questions, make a plan, and work on implementing actions to make progress on your goals. Not sure what your goals are? That's okay; we'll figure it out together.
You will have an accountability partner, an experienced coach to provide guidance, and access to any resources that are appropriate to your learning style and stage of life.
Group Coaching & Workshops
Money flows and money goes. Group coaching is an amazing experience for anyone who likes to learn from others' experiences and individuals who don't know where to start or what to ask.
Workshops can include such topics as: setting financial and life goals, managing credit and debt, investing, sinking funds, insurance, the most important estate documents (you might not know about), building and changing habits, and making informed decisions
Coaching & Workshops for Your Group
Learning in a group of people is great. Changing your life with people you know is even better!
Employee groups, residential groups, associations, student groups, and more, these are the people we already have a connection with, even if we don't know them yet! They could provide the additional accountability and support you need to make amazing progress to the next level of letting your light shine.
With specific guidelines to provide security and safety within the group, this is fun and interactive.
Personal Finance Education
Do you need an educational speaker on any personal finance topic? I can help you design a course and/or I can deliver a course or workshop to your group, your clients, or others. From help them set financial goals to understanding the behavioral finance and psychology of financial behind their (or their clients') decisions, we can work together to help more people make informed financial decisions for a secure financial future.
