Where the only priority is YOU!
You don’t need a personal financial advisor on retainer to start investing well.
You need education you can act on—with a coach who explains things clearly, helps you practice the steps, and keeps you moving.
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 with a Certified Financial Planner (CFP®) and Financial Coach in a customized coaching program tailored to your needs.
You’ll receive:
Support with foundational investing and financial literacy
Personalized help understanding:
Asset allocation
Diversification
Stock vs. bond portfolios
Retirement timelines
Tax implications of investing
Managing stock compensation (if applicable)
What I proudly do NOT offer:
Get-rich-quick promises
Individual stock-picking or hype
Investment Coaching for women ready to take charge
The financial industry makes money confusing on purpose. I make it make sense, so you can build wealth your way, with zero jargon and all the support.
Get personalized support for women ready to get clear, confident, and in control of their money. You'll work with a Certified Financial Planner (CFP®) and Financial Coach in a customized coaching program tailored to your needs.
No jargon, no judgment
Build your plan
Learn the ‘why’ behind every step
Leave with confidence, not confusion
If you’re unclear about anything related to investing, I‘m here to help.
Need clarity? Check.
Education? You got it!
Peace of mind? That’s my superpower…
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
Common Conversations Include (but aren’t limited to):
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.
Choose the coaching program that fits you:
-
Power Session
$250
1 - 45 minute session
Just need a quick check up? Schedule this single 45 minute session to talk about any and all things investing. -
Foundations Package
$1,200
4 - 45 minute sessions
Let’s take a deeper dive. The Foundations Package includes four 45 minute coaching sessions to use whenever you need them. -
Momentum Package
$1,600
6 - 45 minutes sessions
Need more support? The Momentum Package includes six 45 minute coaching sessions and unlimited email conversations between sessions.
Use the sessions whenever you need them, the cadence is up to you. -
Transformations Package
$2,500
12 - 45 minute sessions
Need more support? The Momentum Package includes twelve 45 minute coaching sessions and unlimited email conversations between sessions.
Use the sessions whenever you need them, the cadence is up to you.
