Design a Spending Plan That Works for Your Life


Personalized coaching to help you spend, save, and thrive on your own terms.

Sustainable Spending Package

Over the course of three months, we’ll work together to uncover where your money is going and develop a personalized spending plan that truly reflects your goals and values.

This weekly, one-on-one coaching program via Zoom provides the time and support needed to create a sustainable plan that fits your life.

With tailored guidance and dedicated sessions, you’ll gain clarity and control over your finances, setting the foundation for lasting financial well-being.

While tracking your money requires effort, the freedom and control it brings are well worth it—transform your finances into a powerful tool for living life on your terms.

Power Day: Fast-Track Your Financial Clarity

Kickstart your financial transformation with our Power Day—an intensive 4-hour session designed to get you on track quickly. We will dive deep into creating your Sustainable Spending Plan. Plus, you'll get hands-on training with YNAB, the software that will help you stay on track.

But it doesn't stop there. A week later, we’ll reconnect for a 1-hour follow-up session to review your progress, fine-tune your plan, and ensure you’re set up for continued success.

This focused session is perfect for those who want to hit the ground running. Following Power Day, you’ll have the option to continue with tailored coaching sessions to refine your plan and build long-term habits, or you can take the reins and manage your plan independently with confidence.

For pricing and more details, please fill out the form below and I will contact you soon.

  • Together, we’ll dive into the nitty-gritty of your finances—pinpointing when bills are due, how they’re paid, and exactly how much. We’ll even uncover those hidden recurring payments you might not realize you have.

    I’ll guide you step-by-step, reviewing your bank statements and simplifying your accounts to create a spending plan that truly reflects your cost of living.

  • Master your finances with YNAB, a powerful tool that helps you track every dollar. By following YNAB’s four magical rules you’ll gain control, reduce stress, and make your money work for you.

    I'll guide you step-by step on how to use YNAB effectively, ensuring you understand and benefit from all it's features.

  • After each coaching session, I’ll send you a detailed summary of what we covered, along with specific tasks to work on before our next meeting. This ensures you stay on track and continue making progress between sessions.

  • The 3-month coaching package includes 12 one-hour sessions, priced at $1,400 for individuals and $1,650 for couples.

    To make it easier for you, we offer flexible payment plans. Payments can be made via Zelle, Venmo, or credit card.

    Your investment in this package is a significant step toward achieving your financial goals and taking control of your money.

  • When the 3-month package ends, we can keep working together with a schedule tailored to your needs. Whether it’s weekly, biweekly, monthly, or as needed, I’m here to support you. Sessions are charged individually, ensuring flexibility as you continue your financial journey.

Let’s get started.

Ready to enroll in the Sustainable Spending Package? Curious about the Power Day? Please fill out the form and I will be in touch shortly!

I can't wait to hear from you!