Finance for Humans

A young man with curly dark hair, glasses, and a bright smile, sitting on a ledge in front of a lush garden of pink, purple, and white flowers, in an urban setting with a building and sculpture in the background.

Whether it’s building a budget, paying off debt, or learning to invest, I offer coaching and workshops designed to meet you exactly where you are.

How it works

  • We start with a full review of your wealth health and goals. You’ll receive a custom plan highlighting areas for immediate focus and clear action steps to keep you moving forward.

  • Every other week, we’ll connect for focused, actionable sessions.

    • Accountability sessions: Review your progress, adjust your plan, and celebrate wins.

    • Educational Deep Dive sessions on:

      • Setting up a conscious spending plan and banking system

      • Creating a debt repayment plan

      • Understanding and maximizing your employee compensation package (401k/403b, matching, HSA/FSA),

      • Travel Reward Cards

      • Credit Building

  • I provide you with a sponsored Monarch Money account

    It is an intuitive budgeting and tracking tool where you can see all your finances in one place. With advisor access, I can review your progress, make updates alongside you, and help you adjust your plan in real time. Together, we’ll keep your goals organized, your spending on track, and your next steps clear.

  • Life happens between our calls. Whether you have a quick question, need encouragement, or want to share a win, I’m only an email away. This unlimited access means you always have a trusted partner in your corner.

Ways to work Together

Two men having a discussion at a wooden table with laptops and blue cups, sitting in front of large windows with plants outside.

One on One – $125/month

Personalized sessions designed entirely around your goals, challenges, and pace. We’ll build your wealth wellness plan together and work step-by-step toward the results you want.

A couple sitting on a couch smiling at each other during a therapy session, with a therapist taking notes in the foreground.

Couple’s Coaching – $200/month

Money can be emotional, and even more so in a partnership. Together, I’ll help you align on goals, strengthen communication, and create a shared financial strategy you both feel confident about.

A diverse group of people attending a conference or seminar, seated at tables in a modern conference room with glass walls, listening attentively to a speaker.

Speaking & Workshops - Flexible Pricing

From workplace seminars to conference presentations, I deliver engaging, actionable financial wellness talks tailored to your audience. Perfect for HR & corporate wellness programs, Nonprofits, Universities, or conference organizers seeking to empower their teams with money skills that last.

This is personal, and that’s the point.

A young man with curly hair and glasses sitting on a bench outdoors in a garden with pink and purple flowers, smiling.
Ready when you are.