Your Questions, Answered

  • Financial Coaching is a supportive, educational process that helps you gain clarity, build healthy money habits, and create a plan for your finances. Coaching focuses on practical steps, accountability, and confidence - meeting you where you are without judgement.

  • Not at all. My clients come to us feeling overwhelmed or unsure where to begin. You don’t need to have everything figured out - just a willingness to take the next step.

  • We work with both individuals and couples. For couples, coaching helps improve communication, alignment, and teamwork around money decisions.

  • Sessions are typically held virtually, making coaching convenient and accessible no matter where you’re located. In-person sessions may be available by arrangement.

  • That’s what the free consultation is for. We’ll talk through your goals, answer questions, and help you decide which option best fits your needs - no pressure or obligation.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

  • Many clients experience clarity and relief after the first session. Lasting change builds over time as new habits are put into practice, but even small, intentional steps can make a meaningful difference right away.

  • Yes. All personal and financial information shared during coaching sessions is kept confidential and handled with care, except where disclosure is required by law.