My financial journey began in my senior year of high school when I took my first personal finance class. It was the first time I had any real guidance on budgeting and how to manage debt. My family wasn’t debt free by any means and when my husband and I got married neither of us wanted to live the paycheck to paycheck life that we had grown up in... Thankfully, I had been introduced to the Baby Steps that Dave Ramsey teaches and knew this was the best way for us to get on a budget and utilize the debt snowball! This plan has completely changed our life, and as your financial coach I will work with you to completely change yours as well.

Helping you find financial freedom is my passion — I believe everyone should know what it feels like to live a debt free life!
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How I can Help You

If you're feeling overwhelmed by your finances or unsure where to begin, I'm here to help you tackle your financial situation from a holistic perspective. As your certified financial coach, together we will create a tailored plan based on your current financial status with actionable steps to help you progress with confidence and reach all of your personal financial goals! I'll provide a secure, non-judgmental environment for discussing your finances and goals.

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What We Focus On

Budgeting and Saving

We’ll evaluate your current income and expenses to create a personalized budget that outlines what you can realistically spend and save.

Debt Repayment

We'll explore various strategies to reduce your consumer debt, determine the best approach for you, and discuss the reasons behind consumer debt and ways to avoid it in the future.

Goal Setting

Success requires knowing what you're working toward. We'll set clear, ambitious, and measurable goals so you feel prepared to move forward with your new budget.

New Budget Accountability

In each meeting, we'll review your updated goals and go through your budget to ensure you're staying on track. If you're not adhering to it, we'll identify the reasons and make necessary adjustments to help you stick to your budget more easily.

Pricing and Plans

Choose The Plan That Best Fits Your Needs!

Instance 1
Initial Consult - Free

Includes:

30 Minute Session

Discuss your current Financial Status and your goals 

Discuss how we will work together to get you to where you want to be financially

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Single Financial Coaching Session - $175

Includes:

1 Hour Financial Coaching Session

Where we discuss a snapshot of your financial status and any specific budgeting, debt, or saving questions

We will also go over our coaching plan options and if you will benefit from multiple sessions

Monthly Financial Coaching - $150

Includes:

1 Hour Financial Deep Dive Session 

1 Hour Budget Planning Session

Monthly 1 hour Budget Accountability Session — Where we discuss your progress; how the budget is going, life updates, and any financial questions or concerns that may have come up since our last session

**3 Month Minimum**

Yearly Financial Coaching - $1,500

Includes: 

1 Hour Financial Deep Dive Session 

1 Hour Budget Planning Session

12 — 1 hour Budget Accountability Sessions — Where we discuss your progress; how the budget is going, life updates, and any financial questions or concerns that may have come up since our last session

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Working with my coach was a transformative experience. Their insights and guidance helped me to gain clarity on my goals and develop a roadmap to achieve them.

Jenny Roberts  

Start Your Journey Now!

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