Work With Me & Transform Your Financial Future.
My Coaching Approach
I believe that financial wellness is about more than just numbers—it’s about building a life of choice and security. My coaching philosophy is rooted in:
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Personalized guidance – No one-size-fits-all solutions.
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Practical, real-world strategies – Easy-to-implement plans that work for your lifestyle.
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Support & accountability – A structured approach with ongoing check-ins to keep you on track.
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Empowerment & education – Helping you make confident financial decisions that serve your future.
Explore My Coaching Programs
I offer four levels of coaching, each designed to meet you where you are and help you achieve your next financial milestone.
1. Quick-Start Financial Power Session – $199
A one-time, focused session for immediate financial clarity and action.
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Best for: Individuals needing fast, expert advice on budgeting, debt payoff, or savings.
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Includes:
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60-minute coaching session
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Immediate action steps
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Email/text support for 2 weeks ➡️ Book Your Power Session Now
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2. Financial Wellness Plan – $1,499
A 10-week program designed to create a strong financial foundation with structured support.
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Best for: Individuals seeking financial clarity, budgeting help, and a solid debt reduction/savings plan.
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Includes:
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15-minute intake call
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Digital workbook & in-depth interview
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Custom financial wellness plan
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Plan activation call (30 min)
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4 plan check-in calls (Day 14, 30, 60, 90 + off-boarding)
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Ongoing text & email support ➡️ Get Started with the Financial Wellness Plan
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3. Financial Freedom Accelerator – $4,999
A 6-month deep-dive program to execute and optimize your financial strategy.
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Best for: High-achievers looking to build wealth, refine tax strategies, and optimize their business or personal finances.
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Includes:
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90 minute initial strategy session
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Custom financial plan
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Plan activation call (60 min)
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5 monthly check-ins
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Priority text & email support ➡️ By application only –
Book A Discovery Call
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4. Wealth Momentum Membership
An ongoing financial strategy & accountability membership, available only to coaching graduates.
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Best for: Individuals who have completed prior coaching and want continued expert guidance.
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Includes:
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Monthly 45-min strategy sessions
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Quarterly financial reviews
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Continuous financial plan updates
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Priority text & email support ➡️ Exclusive to Coaching Graduates
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