Your Money Plan that Makes Cents

Three Steps to Start Your Financial Journey

Start

A Penny For Your Thoughts

Start with a free 15-minute call to share your questions and concerns. This is a chance for us to get to know each other, talk through what you’re looking for, and see how I can best support you. I’ll walk you through my process, answer your questions, and outline the next steps.

Sometimes, taking the first step towards change is the hardest part, and I’m here to listen.

A large pink question mark on a dark blue background with a penny at the bottom.

Plan

Making Change Session

Next is a two-hour meeting in which we examine all your finances—the whole picture. I ask that you fill out a questionnaire and gather some information ahead of the meeting so we can spend our time focusing on what matters most: uncovering challenges, clarifying your goals, and creating a plan that fits your life.

You’ll leave this session with:

  • Practical strategies and clear priorities

  • Monthly budget plan

  • Actionable steps you can start using right away

A to-do list with five tasks denoted by pennies, one of which has a blue checkmark marking it as done.

Grow

The Purposeful Penny Path

For those who need ongoing support to implement their plans, I offer a personalized program to help you stop stressing, start planning, and build lifelong money habits. With my monthly coaching program, you don’t just get a plan, you get a partner. I’ll help you put strategies into practice, troubleshoot challenges, and build money habits that last.

  • Virtual one-on-one sessions for individuals or couples

  • Responsive email and text communication between live sessions

  • Create a plan that fulfills your priorities and works at your pace

  • Get out of the paycheck-to-paycheck cycle and stop depending on credit cards

  • A customized system that you can use to keep you on track for the long term

  • Build skills that have an immediate impact and will last a lifetime

  • No more missed payments, overdrafts, and fees

  • Remove the fear and anxiety of looking at bills and bank accounts

  • Change debt into a strategic, purposeful decision instead of an obligatory way of life

  • Achieve big goals without having to sacrifice a fulfilling life

A line if pennies representing the skills on the Purposeful Penny Path: Control, Clarity, Security, Confidence, Vision, and Transformation.

1 - Control

Organization and Automation

Build systems that fit your lifestyle, lower stress and mental load, and provide a solid foundation for better money management.

2 - Clarity

Awareness of Your Money

Understand your money flow and create a visible money plan to eliminate unknowns, surprise expenses,  and confusing guesswork.

3 - Security

Planning Ahead and Savings

Prepare for future expenses so you can handle emergencies and stop adding to your debt with unnecessary costs.

4 - Confidence

Intentionality and Purpose

Spend based on your values and bring more joy and less guilt to your life. Budget better with a partner.

5 - Vision

Big Dreams and Goal Setting

Accomplish amazing things -  save up for a big purchase, pay off debt, and create a vision for your future.

6 - Transformation

Mindset and Lifetime Skills

Master the skills to build your best life, believe in yourself, and gain the freedom to set your own path.