FAQ
Are you a financial advisor?
No, I am not a financial advisor. I am happy to refer you to trusted professionals for other services.
- I’m an Accredited Financial Counselor®
- I’m a fiduciary committed to what’s best for you
- I help you create a personalized financial plan, empowering you to manage your money confidently. While I’m here for the guidance, I’m not managing investments or providing tax or retirement planning advice
What services do you provide?
I’m available for financial education workshops, speaking engagements, group coaching, and a small number of 1:1 coaching services. I can help you with:
- Crisis management during financial emergencies
- Debt reduction strategies
- Credit management and credit score improvement
- Budgeting and savings growth
- Guidance on managing student loans
- Preparation for home buying
- Managing and simplifying cash flow
- Workshops for churches, organizations, and businesses
Who do you work with?
I work primarily with women, many of whom are navigating financial independence for the first time in years or reworking their money habits to create a more secure future.
- Women in transition (post-divorce, job loss, etc.)
- Clients seeking to regain financial independence
- Individuals ready to reshape their money habits and build a secure future
- High earners wanting their finances to reflect the life they desire
How do you price your services?
I don’t charge by the hour. When you work with me—whether it’s for 1:1 coaching, group sessions, or a speaking engagement—you’re not just paying for the time we meet. You’re investing in a comprehensive process that goes far beyond the clock.
Please note: My booking software currently displays hourly rates due to technical limitations. However, my true pricing is value-based and reflects the full spectrum of research, strategy, and preparation that goes into every engagement.
This way, you know that while the system might show an hourly rate, you’re really investing in a full, tailored experience that’s all about results.
Here’s what that includes:
- Invest in Expertise: You’re not just paying for time. You’re tapping into decades of experience and insights that drive real transformation
- Transparent Value: A flat fee gives you clarity and confidence. You know exactly what you’re investing in, and my focus is on results, not on counting hours
- True Partnership: Our work is all about aligning with your goals and values, and delivering clear outcomes, rather than just tracking minutes on the clock
- Research-Backed Strategy: I invest significant time understanding your unique challenges and ensuring a tailored approach that hits the mark
- Strategic Content Creation: Beyond our live sessions, I develop supporting materials and/or summaries to reinforce key points and ensure the message sticks long after our meeting/event
Do you work with groups, organizations, or businesses?
Yes! I partner with businesses, nonprofits, churches, and community groups to provide financial education through workshops, speaking engagements, and group coaching. Whether you’re looking to empower employees, support members in financial literacy, or host an engaging event, I offer customized sessions to meet your needs.
What can I expect from a session with you?
Some of what you can expect when working with me include:
- A non-judgmental environment to discuss your finances
- A thorough review of your current financial situation (awareness of today and yesterday guides what’s ahead)
- Setting clear goals based on your values
- Incorporating money mindset assessments (money is more than numbers)
- A personalized roadmap for achieving financial clarity
- Authenticity, empathy, and honesty
- Tools and strategies that empower you to eventually “FIRE” me
What if I feel embarrassed or ashamed about my financial situation?
We all have a past! I totally get it. Talking about money can feel uncomfortable, especially if you’re carrying guilt or shame. But here’s the thing: We all have a past, and it’s never too late to start fresh. When we work together, you won’t be judged. My job is to help you move forward, not dwell on what’s behind you. We’ll focus on practical steps, self-compassion, and growth.
Is there a plan all of your clients have to follow?
No cookie cutter, baby steps here! Each of my clients is different, with different goals, personalities, and life circumstances. Personal finance is just that – personal! I create a custom plan for each client based on extensive research into their unique situations.
Do you only work with women, or can men work with you too?
Everyone deserves financial empowerment. While my mission is to support women, especially those starting over, I believe that anyone, regardless of gender, can benefit from a healthy relationship with money. If you feel aligned with my approach, I’d be happy to work with you too!
Do you offer payment plans or sliding scale pricing?
Yes, I offer flexible payment options (under special circumstances) because I believe financial empowerment should be accessible to everyone. If you’re concerned about affordability, just reach out and we can discuss a plan that works for you. Let’s make sure we can get you the help you need without stress.
Can I still use my credit cards?
Maybe. I am not against using credit cards or loans wisely, if that is the right decision for your unique circumstances.
Why should I consider working with a financial counselor? (I could just read a book or take an online course).
Have you ever read a book or taken a course, and walked away and did nothing with what you learned? Here’s why it’s beneficial to work with a financial counselor.
- Accountability: A trusted guide helps ensure you take actionable steps
- Personalized Support: Tailored advice that goes beyond generic books or courses
- Transformation: Guidance that converts knowledge into real change
