Where you learn to do it yourself, and actually enjoy it
Investment Coaching for when you’re ready to take charge
The financial industry makes money confusing on purpose. I make it make sense, so you can build wealth your way.
No jargon. No judgment. Just guidance you can actually use..
Build your plan
Learn the ‘why’ behind every step
Leave with confidence, not confusion
You don’t need a personal financial advisor on retainer to start investing well.
You need education you can actually act on, and a coach who explains things clearly, helps you practice the steps, and has your back while you figure it out.
Coaching programs designed to help you grow your confidence, take control of your money, and start investing like the expert you are.
You'll work directly with me, a CFP® and financial coach, in a program built around your life, your goals, and your questions
Examples:
Getting comfortable with the basics of investing; what it is, how it works, and why it's not as scary as it sounds..
Learning how to look at your investments, whether they're in the right mix for your goals, and what you're actually paying for them.
If changes make sense, you'll learn how to make them yourself. No advisor required…and no advisor fees.
What I proudly do NOT offer:
Individual stock-picking or hype
Jargon designed to make you feel like you need me forever
Get-rich-quick promises
Choose the coaching program that fits you:
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Power Session
$350
1 - 45 minute session
Need a quick check-up? This single 45-minute session is for whatever's on your mind: investments, fees, strategy, all of it. -
Foundations Package
$1,200
4 - 45 minute sessions
Ready to dig in? Four 45-minute coaching sessions to use whenever you need them. We'll go beyond the basics and start building real confidence. -
Momentum Package
$1,600
6 - 45 minutes sessions
Need more support? Six 45-minute coaching sessions plus unlimited email between sessions.Use them whenever you need them; the pace is up to you.
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Add a Comprehensive Financial Plan for $1,500 -
Transformations Package
$2,500
12 - 45 minute sessions
Want the full experience? Twelve 45-minute coaching sessions plus unlimited email between sessions. This is for the woman who's ready to go all in on her financial confidence
Use the sessions whenever you need them, the pacis up to you.
Things my clients and I discuss all the time:
Investment Expense Analysis
Portfolio Allocation/Diversification
What am I paying for my investments? Are they worth it?
What am I paying for my advisor? Are they worth it?
Traditional vs Roth accounts
Taxes
401(k) analysis
Stock compensation analysis
Saving for college
Health Savings Account (HSA) analysis
If you can think of an investing related question, let’s talk about it!
Don’t know what you don’t know? I got you.
