Financial Coaching & Counseling

Would you like to…

  • Learn solid money-management skills?
  • Stop accumulating debt and start saving money?
  • Know how much wealth you actually have?
  • Understand your money “story” and how it drives your spending choices?

Together, we can work to help you build your peace of mind while we stabilize and grow your financial well-being. I’ve been through this process and it helped me. It can work for you.

My Story

My professional roots are in law practice, with a focus on working with divorcing/separating couples and families who wanted to resolve their case without going to court.

Representing clients, I saw just how much stress that they, or their soon-to-be ex, felt because of financial uncertainty. This inspired me to look for a way to directly address the cause of the stress, rather than simply helping people work things out after their relationships have broken.  This was one major factor in becoming a financial coach.

The other major factor came after I launched my solo law practice in May 2009. In just first year of the business, I struggled with the financial decisions that were part of running it. I ran through my cash reserves and ran up credit card debt. Almost a year later, in April 2010, I paid the biggest tax bill I’d ever had.  Making matters worse, my business revenue took a major dip because of clients who weren’t paying their bills.  I sensed that things didn’t need to be this way but I wasn’t sure how to fix them.

Fortunately, I took the critical first step of contacting a financial coach.  Deciding to work with a financial coach is a decision that saved my business and paid for itself many times over.  Having experienced the positive change that financial coaching brought to my professional and personal life, I knew it was something that I wanted to help others experience too.  The rest, as they say, is history…

Our Work Together

I know firsthand that dealing with money and finances can be overwhelming. It can be hard to get the perspective necessary to make clear decisions about it.

My clients are individuals, couples and small business owners.  We meet in one-on-one sessions according to the schedule we agree to. Our focus will be to start with where you are now and address the road blocks that stand between you and your goals. Our work isn’t based on a canned solution or a “quick fix”. Our work is based on your unique financial situation and a process that has worked for thousands of people.

In this process, you will gain tools to manage your finances rather than “deal” with them. Together, we will focus on helping you know where your money has gone and develop a plan for where you want your money to go. You will be able to move from being on a month to month rollercoaster, to being able to plan for the long term.  Many clients find it very rewarding to do “deeper” work that can lead to insights around money attitudes, financial triggers and under-earning issues. The end result is lasting, positive change.

There are a few important things for you to know about me for our work together.  I’m a nerd but I’m the nicest nerd you’ll ever work with. I love numbers and spreadsheets and planning things out. (Really.)  I’m also very aware of the emotional struggles folks have in managing their finances. I know because I’ve been there!