Focused. Committed. Empowered
Business & Personal Financial Coaching for Individuals and Small Business Owners
Managing money shouldn’t feel overwhelming. I help individuals and business owners understand their finances, make informed decisions, and build financial systems that support long-term success.
These coaching packages provide practical guidance that helps clients move from uncertainty to confidence—without complicated jargon or one-size-fits-all solutions.
Start The Journey !
Financial Coaching Overview
Who We Help
How Financial Coaching Works
Who We Help
Financial Coaching Designed for Real Life & Real Businesses
I work with:
- Small business owners and entrepreneurs
- Professionals and self-employed individuals
- Individuals seeking financial clarity and structure
- Business owners balancing personal and business finances
Services
How Financial Coaching Works
Who We Help
Business & Financial Consulting Services
Small Business Financial Coaching
Gain clarity around cash flow, budgeting, profitability, and financial decision-making—so you can grow your business with confidence.
Personal Financial Coaching
Create realistic budgets, reduce financial stress, and build a plan aligned with your personal goals and lifestyle.
Financial Strategy & Planning
Customized financial roadmaps designed to help you move forward intentionally—both personally and professionally.
Financial Organization & Systems
Simplify your finances with tools, systems, and processes that work for your life and business.
How Financial Coaching Works
How Financial Coaching Works
How Financial Coaching Works
A Supportive, Strategy-Focused Approach
This is not bookkeeping or tax preparation.
This is coaching and consulting focused on understanding your financial picture and using it as a decision-making tool.
Together, we will:
- Assess your current financial situation
- Identify gaps, risks, and opportunities
- Create a clear, personalized plan
- Implement practical strategies
- Track progress and adjust as needed
Why Work With Me
Results You Can Expect
How Financial Coaching Works
Personalized Guidance. Practical Solutions. Real Results.
- Client-centered, judgment-free approach
- Personalized strategies—never one-size-fits-all
- Clear explanations without financial jargo
- Focus on long-term sustainability, not quick fixes
- Support for both business and personal finances
Results You Can Expect
Results You Can Expect
Results You Can Expect
Clients often experience:
- Increased confidence reviewing their finances
- Clear budgets and cash flow plans
- Improved decision-making
- Reduced financial stress
- Stronger alignment between financial goals and actions
Financial Coaching Packages
Starter Package – “Financial Foundations”
Starter Package – “Financial Foundations”
Starter Package – “Financial Foundations”
Ideal for: New clients looking to get a handle on their money.
Includes:
- Initial 30-minute Consultation (Free)
- 1 x 60-minute Financial Deep Dive Session -Virtual
- Personalized Budget Plan
- 1 Week of Email/Text Support
Investment: $175
*Start building a strong financial foundation. In this package, we’ll get clear on your current financial picture, create a realistic budget, and set achievable money goals. Ideal if you’re just starting and want expert guidance to get organized.
Core Package – “Money Momentum”
Starter Package – “Financial Foundations”
Starter Package – “Financial Foundations”
Ideal for: Clients ready to build habits and make lasting change.
Includes:
- Initial 30-minute Consultation (Free)
- 3 x 60-minute financial coaching sessions - Virtual (Bi-weekly or Monthly)
- Personalized Budget (Roadmap) & Action Plan
- Ongoing Progress Tracking
- 1 Month of Messaging Support (Email/Text)
Investment: $250
*You're ready to take consistent action and build real momentum. This package gives you the structure, accountability, and expert support to move from financial stress to financial clarity. We’ll track your goals and adjust your plan as you grow.
Premium Package – “Financial Reset & Growth”
Small Business & Entrepreneurs Package – “Financial Clarity & Growth Coaching”
Small Business & Entrepreneurs Package – “Financial Clarity & Growth Coaching”
Ideal for: Clients seeking deep transformation and full support.
Includes:
- Initial 30- minute Consultation (Free)
- 6 x 60-minute financial coaching sessions - Virtual (Over 3 months)
- Full Financial Review (Budget, Debt, Savings, Risk)
- Personalized Budget (Roadmap) & Resource Toolkit
- Unlimited Messaging Support (Email/Text) between sessions
- Monthly Check-In Worksheets
Investment: $325
*Ready to reset your finances and take control of your money for good? This comprehensive package gives you the time, tools, and personalized coaching to break through your biggest financial challenges and build a plan you can sustain.*
Small Business & Entrepreneurs Package – “Financial Clarity & Growth Coaching”
Small Business & Entrepreneurs Package – “Financial Clarity & Growth Coaching”
Small Business & Entrepreneurs Package – “Financial Clarity & Growth Coaching”
Ideal for: Clients seeking deep transformation and full support.
Includes:
- Initial 30- minute Consultation (Free)
- Financial Assessment & Strategy Session
- Business budget & cash flow coaching
- Expense and profitability analysis
- Simple financial systems & tools
- Goal-based financial planning
- Ongoing Coaching & Accountability
Investment: $500/month
*This coaching package is designed to help small business owners stop reacting to their finances and start leading with clarity, confidence, and strategy.*
Financial Coaching Subscriptions
Essentials Plan – “Monthly Money Check in”
Essentials Plan – “Monthly Money Check in”
Essentials Plan – “Monthly Money Check in”
Ideal for: Clients who want light, ongoing support and accountability.
Includes:
- 1 x 45-minute Coaching Call per month - Virtual
- Monthly Budget & Goal Review
- Email Support (2 emails/month)
- Monthly Accountability Tracker
Investment: $125/month
*Perfect for anyone who's built the basics and wants to stay on track. You'll get a monthly financial check-in and guidance to help you stay aligned with your budget and goals- without the overwhelm. *
Momentum Plan – “Build & Grow”
Essentials Plan – “Monthly Money Check in”
Essentials Plan – “Monthly Money Check in”
Ideal for: Clients in the middle of a money makeover or lifestyle shift.
Includes:
- 2 x 60-minute Coaching Sessions per month - Virtual
- Personalized Action Plans
- Monthly Budget & Debt/Savings Progress Reports
- Unlimited Email Support
- Priority Messaging Access (M-F)
Investment: $250/month
*You're ready to make lasting changes. This plan gives you the structure, coaching, and accountability to overcome financial challenges and build long-term habits. We'll be your strategic partner every step of the way.*
The journey starts Today!
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