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you are 
Bigger Than Your Money

Money Can Work For You

Your life should be about you

Are you stressed by your money?

Do you worry about your future?

Are you struggling with debt?

Do you have a good plan?

You aren't in this alone. A financial counselor can help.

Home: Headliner

Your counselor
 

I've been coaching and teaching for 30 years, and truly enjoy helping people build their best life! No matter where you are, you can reach your goals. I can help.

Coaching Options

Taking ownership of your finances and start working toward your Big Life Goal is a choose-your-own-adventure story. I’m here to help and support in whatever way feels best to you.

The only money I will make from you is the money you pay me. I will never sell you a service from which I make any money, or make any money off a referral. The way to recognize this is when people say they are “fee-only”. “Fee-based” is not the same thing! That means my only goal is helping you, not helping me make money off you. If you ever have trouble understanding the plain-English version of some fancy talk, I am happy to help!

Please, don’t let lack of money stop you from getting help with your money. Discuss your situation with me and we can work something out.

Your Options

Hourly Sessions

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Best for tackling one big issue; most people benefit more from a “Complete Assessment” which looks at the whole picture

 

Sliding fee scale one-time sessions starting at

$190 an hour for folks over $70,000

$70 an hour for folks up to $70,000

$35 an hour for folks making less than $50,000

 

Please, don’t let lack of money stop you from getting help with your money. Discuss your situation with me and we can work something out.

Complete Assessment

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Choose how much support you need in follow ups:

 

Complete assessment, unlimited follow ups over six months $500; further appointments $70/hour

or

 

Complete assessment, three follow ups over six months $350; further appointments $100/hour

After an initial six month cycle, tune-ups recommended every six months

Support Circles

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Bring your own Circle, or I will bring you together!

 

If one-on-one financial coaching is not right for you (or not right for you yet!), think about setting goals with friends -- with expert guidance. Or make some new friends on your same journey!

 

Each member will develop their Main Goal and two Side Goals to track and report. Groups will vary from three to eight people. We will have time for each person to report, and some time for specific questions.

 

Each group will be priced a little differently and can decide on a meeting schedule; the goal is to keep the cost to a very affordable $20-40 each meeting.

Accountability Plans

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Maybe you have clear goals and plans -- but you are having a hard time keeping yourself accountable. Having an experienced accountability coach can be the difference between success and failure.

Includes a check in on goals every two weeks

3 month plan: $150

Group Education

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Bigger Than Your Money Fundamental, Advanced, or customized talks or group sessions available. Please discuss your needs with me, and we’ll figure something out!

Gifts

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Financial coaching works best if people are committed to it for their own reasons —but sometimes people don’t know what they don’t know! A gift of financial coaching can help people establish goals and clarify strategies. It is a great way to celebrate a graduation, a new job, a new life partnership, or someone

forging a new path.

Success Stories

Contact me to find your way to a happier financial future

(612) 444-9959‬

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