FAQ
Are you a financial advisor? How is working with you different?
No, I am not a financial advisor. I’m an Accredited Financial Counselor®. I am a fiduciary and am committed to doing what is best for you. I help you create a plan to follow to achieve your financial goals, but I do not make investments for you or give tax advice. I am happy to refer you to someone in my network for other financial services.
What services do you provide?
Financial education & coaching! I can help you get your financial bearings, tackle an immediate financial crisis, overcome debt, grow your savings, manage student loans, grow your credit scores, build a sound financial foundation, and more. I also provide financial education workshops to churches, organizations, and small to mid-sized businesses.
Who do you work with?
Primarily women in transition! I primarily work with women 40 and over who are in a season of rebuilding—whether after a divorce, job loss, or another major life transition. Many of my clients are navigating financial independence for the first time in years or reworking their money habits to create a more secure future. They’re smart, capable, and determined but may feel overwhelmed or unsure about their next financial steps. My approach is designed for women who are ready to regain control, make empowered financial decisions, and build a future they can feel confident about.
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?
Empathy & no judgement! Working with me is all about creating a safe, non-judgmental space where we tackle your financial goals together. We start with where you are financially. Then project where you want to be based on your values and goals. We also include some money mindset assessments in our sessions. We’ll review your unique situation, break down any obstacles, and map out a plan that fits your life.
My goal is to empower you with practical tools and a mindset shift so you can FIRE me and move forward with confidence and clarity. PLUS, I’ve been divorced and had to start over. So, I understand rebuilding.
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 when I could just read a book or take an online course?
Accountability is key to success. Have you ever read a book or taken a course, and walked away and did nothing with what you learned? Knowledge is great, but transformation is better. A trusted guide can help show you what to do, how to do it, and then hold you accountable to actually doing it!
