Schedule a complimentary 15 minute consultation today!
Are you ready to take charge of your money and reach your financial dreams?
What is a Financial Coach?
Financial coaching is focused on educating and empowering people to take charge of their money.
A financial coach helps you achieve your big picture financial goals and dreams. I can help you with all the moving pieces that can be so overwhelming when it comes to money.
We’ll create a budget that actually works for you and put into place a long-term financial plan that will have you seeing gains almost immediately. I also act as an accountability partner to make sure that things stay on track.
You don’t need to have thousands of dollars in assets to work with a financial coach. In fact, most clients start out in debt, have little savings, and have some bad feelings about money.
I can help you structure your budget, build a financial plan, and hold you accountable throughout the process. Get ready to take control of your money!
It all starts with a free phone call with me. We’ll chat for 15 minutes about your current situation, you’ll get to ask any questions that you might have, and we’ll see if working together would be a good fit.
As a financial coach, I do not sell any financial products. My sole focus is on you, the client, and your needs and your goals.
“The journey of a thousand miles must begin with a single step” ~ Lao Tzu
"Living on less than you make is a matter of controlling yourself, not a matter of math” ~ Dave Ramsey
Schedule a complimentary call today!
“Personal finance is 20% what you know and 80% what you do. I’m here to help!”
Work with me
I help people just like you to:
- Review your current financial situation
- Visualize your financial dreams
- Design a customized financial path to get you there
- Gain strength to avoid money pitfalls
- Enjoy a life with limitless possibilities
3-Month Coaching Package
*RECOMMENDED
Experience shows that it takes 90 days to really nail down your budget. That’s why I recommend signing up for the 3-Month Coaching Package.
This is a program that includes 4 one-hour zoom or in-person coaching sessions, booked 4 weeks apart. During these sessions, we’ll take a deep dive into your financial journey and jump start your money success.
We’ll define your dreams and goals and identify steps needed to turn those dreams into reality. I will be available throughout the next 4 weeks via email to answer questions and offer accountability, and encouragement.
Introduction to Coaching
for individuals and couples
If you are unsure about committing 3 months to coaching, the Introduction to Coaching package is for you! The package includes one 90 minute zoom or in-person coaching session. During the session, we’ll take a look at your financial snapshot and begin working on a tailored budget.
We’ll talk about where you currently stand and what steps might be necessary to get to where you want to be. I will be available throughout the next 4 weeks via email to answer questions and offer accountability, and encouragement.
Small Group Workshops
meetings for 8 weeks
Courtney's Corner is a small group of 8-10 women from across the country who meet weekly. During this time, I will facilitate a discussion that takes us on a deeper dive into the habits of spending from a woman’s perspective. The women in these groups have often commented that they didn’t quite have the words to describe their experience until they heard another woman share hers.
If you have taken the FPU Class or are thinking of taking it, this is the group to join because they complement each other perfectly!
Feel free to join an upcoming class or contact me about doing a private one for you and your group! A private coed group can also be arranged and material tailored to fit the group’s needs. Contact me at the bottom to see when the next group is starting!