Services

STRENGTH Program:

A 9-Session Financial Journey

The STRENGTH Program is a structured, 9-session journey designed to transform the way you manage your money, helping you build confidence, clarity, and control over your finances. Each session focuses on a specific step toward creating a personalized financial plan that aligns with your goals and values. Together, we’ll tackle barriers, establish healthy habits, and celebrate your wins along the way.

The program is built on the STRENGTH framework:

Support: Begin with connection and understanding, setting a strong foundation for trust and collaboration.

Tools: Explore budgeting and financial tools tailored to your personality and goals.

Reflection: Uncover how your money story has shaped your habits and how to rewrite it for success.

Education: Learn how to navigate your financial world with clarity and confidence.

Nurturing: Build habits and strategies that prioritize your well-being and long-term stability.

Growth: Strategize for debt reduction, savings, and planning for the future.

Trust: Develop a plan you feel confident in, making informed decisions with ease.

Habits: Reinforce sustainable changes for ongoing financial health.

By the end of the program, you’ll walk away with a comprehensive roadmap that reflects your progress and sets you on the path to achieving your financial dreams. Whether your goal is to get out of debt, save for the future, or simply feel in control of your money, the STRENGTH Program provides the support and guidance you need to succeed.

Tax Prep Walkthrough

Tax season doesn’t have to feel overwhelming! While I don’t provide tax advice, my background in tax education and preparation means I’m well-equipped to help you navigate the filing process. During a Tax Prep Walkthrough, I’ll guide you step-by-step through filing your taxes online, translating jargon, and explaining what each section is asking for—so you can complete your return with confidence. Whether it’s your first time filing or you’re simply looking for extra support, I’ll help make tax season a little less stressful and a lot more manageable.

Making Time for Money

Life is busy, and managing your finances often feels like one more thing on an endless to-do list. That's where I come in. By working together, you’re carving out intentional time to focus on your financial well-being with someone by your side to guide and encourage you. During our sessions, we’ll tackle the tasks you’ve been meaning to get to—whether that’s sorting through statements, catching up on overdue financial updates, or creating a plan to move forward. With my support, you’ll leave each session feeling accomplished and in control of your finances.

Cashflow Optimization

Creating a spending plan that fits your lifestyle and maximizes your income is essential for anyone's financial success. I work closely with clients to uncover their natural learning style and determine whether they prefer using an app, paper, or a spreadsheet for tracking their finances. This personalized approach ensures that clients live within their means and allocate every cent of their income towards what they truly value. By focusing on what works best for each individual, I help clients create a sustainable and effective spending plan that supports their financial goals.

Debt Management

Managing debt is a personal journey that requires a tailored approach. I collaborate with clients to strategize a plan to pay off debt efficiently and effectively. By discussing each debt in detail, we create a realistic plan that aligns with the client's unique needs. Unlike some financial coaches, I don’t pressure clients to allocate all their cash toward debt repayment. Instead, we refine a plan that balances debt reduction with building savings and maintaining a comfortable lifestyle. This ensures a sustainable and manageable approach to achieving financial freedom.

Savings Plans

Saving money is never really about the money itself; it’s about the doors it opens. Whether it’s covering an emergency, taking a fun trip, or building a business from scratch, savings can help achieve personal goals. I guide clients in prioritizing their savings goals based on their specific situations and then create a clear path to reach those goals.

Financial Education

I teach clients how to understand their financial statements, access their accounts, and make informed decisions by breaking down complex financial concepts into easily understandable terms. Through personalized coaching sessions, I ensure clients gain the knowledge and confidence needed to manage their finances effectively. Together, we'll build the skills to take control of your financial future with ease.