A Clear, Supportive Path to Financial Proserity

Our coaching process is designed to help you move from uncertainty to clarity, from stress to stability, and from fear to full financial power. The framework is defined as a five-step “DREAM” program.

Design

We start with a free consultation to understand your dreams, hopes & visions; clarify where you are financially, where you want to go and what you want to achieve, and what's holding you back.

Realize

We will analyze options you’ve used in the past, whether the process worked or not, and next we will brainstorm solutions with tools and tips.

Evaluate

Together we will help you get clear on your numbers, uncover your financial strengths. Next, we will prepare and build a plan that aligns with your values, develop goals with a detailed roadmap and timelines for achievement. We will confirm prioritization and ensure that focus and support is available to carry out the plan.

Achieve

Through regular coaching sessions, you’ll begin the process to do the work towards executing your changes for achievement. Learning how to manage your money, growing your confidence, and staying accountable. I’ll guide you every step of the way with frequent mindset support check-ins.

Measure

As your clarity grows, so does your financial power. You’ll gain the freedom to make decisions that serve your life—not just your bank account. Are you on target finding success, and is your progress satisfactory.

Resources

  • While your monthly budget keeps you grounded day to day, this annual spending plan tracker gives you the visibility to plan ahead — especially for the expenses that don’t show up every month. This tool helps you spot those patterns, smooth out the bumps, and stay in control all year long — not just when life is predictable.

  • We have a one page quick start budget planner and a one page actual spend tracker that you can utilize to get started in organizing your finances.

  • The Financial Milestone Calendar helps to map out key financial moments or achievements throughout the year (or over your life stage), turning hopes into visual, timed goals. It provides clarity and motivation by anchoring your financial intentions to real months, dates, or life stages.

  • A reflection journal printable for your financial journey. If you are considering financial coaching but unsure if now is the right time.

  • It’s important to embrace your new financial story and address why you might be carrying shame about your past. Believe you can change the narrative towards financial prosperity.

  • Every month you should be hosting your money meeting to review next months budget before the month begins, in addition it is also important to track your progress to the budget, revisit your spending habits and celebrate your wins. This Monthly Money Check-In Journal printable can help you easily summarize while assisting with action plan items for next month.

  • Vision board printable to list a goal you're working towards and what action steps you plan to take including your financial values.

  • Attendees to my recent virtual workshop received this FREE workbook as a gift

  • Not sure where to start a budget, use this Zero Base Budget Template in Excel to get your finances organized and have your income work towards your goals.

Contact us

Let’s grow our financial knowledge together. Fill out some information and we will be in touch shortly. We can’t wait to hear from you!