Money doesn’t have to be overwhelming. You can do this! I can help.
Have you ever:
Avoided your money because it felt too intimidating?
Felt like you’ve tried all of the recommendations with your finances and nothing works?
Stressed about money even though you feel like you should have enough?
Struggled to find a financial advisor who will work with you, who understands you, and who isn’t just trying to sell you insurance or complicated financial products?
I remember logging into my 403b account for the first time and immediately logging back out, overwhelmed by the options.
Many of us know what to do, but figuring out how to do it is a different challenge.
Whether it's tackling nagging credit card debt, starting to save for retirement, or just managing daily expenses, it can all feel overwhelming.
I understand what it’s like to feel lost, stressed or overwhelmed, and I’m here to help you break down your finances and create a personalized money plan that works for you.
Is Financial Coaching Right for You?
It is if you want to:
Know exactly where your money goes
Stop getting derailed by surprise expenses
Finally start getting ahead
Achieve your financial and life goals
Have a clear plan for your money
Feel confident in managing your money
When what you’re doing doesn’t work for you, it’s time for a new plan.
We’ll help you find clarity and help you develop a money plan that works for you. No more stress. No more being overwhelmed. No feeling guilty or ashamed about your past decisions or how you decide to spend your money.
Your money should help you build a life you love. Let’s make that happen.
A New Kind of Money Plan
At Mindfully Money, we know money is more than just numbers. It’s personal, involving your values, habits, emotions, and history. We don’t offer generic steps; we create a plan tailored to you. Here’s how we do it:
Step 1: Gain Clarity
We start by understanding your current financial situation and clarifying your goals. This deep dive helps us build a vision for your future.
Step 2: Make a Plan
We develop a customized money plan based on your unique situation and goals. This plan removes the guesswork and gives you a clear path forward.
Step 3: Take Action
We support you in implementing your plan, developing new habits, and creating systems to make managing your money easier. You’ll gain the confidence and skills to take control of your finances.
Start a new relationship with money now.
Financial Clarity Session
A single 2-hour session designed for individuals or couples with a single specific financial question or problem. You'll receive a detailed, actionable plan tailored to your unique situation, helping you move forward with confidence.
$397
Financial Foundations Package
A package of four 1-hour sessions providing more extensive support for those with several questions or problems, or for those wanting extra support in implementing their plan.
$697
Money Transformation Program
12 hour-long sessions for those who want to completely transform their financial habits and relationship with money. Perfect for anyone who wants ongoing support or wishes to experience a significant transformation in how they manage and feel about money.
$1997
Get started with a free 20-minute consultation to decide which option is right for you.
FAQs
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All coaching packages start with a 20-minute free consultation where I will help you decide which option is best for what you want and need.
If you're still not sure, start with a Financial Clarity Session! We can always add on more later.
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You'll start with a free 20-minute call where we'll get you set up and I'll walk you through the process of collecting the information we need. I'm here to support you every step of the way!
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Nope! As your coach, I will never tell you what to do or what not to buy. I'm going to help you make a plan for your money based on what YOU want.
I will help you evaluate your options and think through possible outcomes of your decisions, but ultimately, you're in charge of what you do with your money.
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There is some overlap, but financial planners and advisors typically help people manage the money that they already have. My goal is to help you with everyday money management, getting out of debt, saving money, creating a spending plan, and transforming your money habits.