Become clear, confident, and in control of your money.
Live debt free.
Use your resources intentionally.
Create the life you want.
Understanding how to use and manage your money can be confusing, overwhelming, and daunting.
Personal finance advice can be conflicting, and not always align with your values and goals.
You’re not sure where your money is going or what you have available to save, spend, or invest.
You have debt and/or a lack of savings, despite making a high-income.
You avoid looking at your bank statements or having money conversations.
You’re not sure what opportunities you can say yes to or what choices you have.
You’re not using your money intentionally.
And that leads to sleepless nights and feeling stress. You might feel ashamed or embarrassed because despite being highly educated, great at what you do, and high income, you’re struggling to manage your money.
I’ve helped dozens of people with the tools to become intentional and in control of their money, pay off debt, and create opportunities and choice in their lives. I can help you, too.
Learn the Bottom Line framework to become clear, confident, and in control of your personal finances.
Understand.
Learn about your beliefs around money, your values and goals, how you spend your money, and how you earn your money.
Implement.
Put your new money system to use. Pay off debts strategically, save, and continually evaluate to ensure your money is being used how you want.
Create your spending plan.
The foundation of getting in control and intentional with your money is having a realistic spending plan, the Bottom Line framework.
Maintain.
Determine what other systems are necessary to make your spending plan work. These might be communicating with a partner, creating meal-plans, or other systems for your household.
Protect.
Ensure you have adequate protection for your hard earned money. This can be savings, insurance, understanding your retirement, and making sure you have the right professionals on your team.
What can life choices look like when you’re in control of your money?
choosing when and how you retire
-
taking a sabbatical
-
choosing to have a stay at home parent
-
changing jobs
-
changing careers
-
choosing what's right for you
-
more travel
-
intentionally nourishing yourself and family
-
giving
-
choosing when and how you retire - taking a sabbatical - choosing to have a stay at home parent - changing jobs - changing careers - choosing what's right for you - more travel - intentionally nourishing yourself and family - giving -
You spend at least 1/3 of your life working. You spend a fraction of that time managing your money mindfully. It isn’t about making more money or working harder. It’s about thoughtfully and realistically managing what you have, making deliberate and intentional decisions, being clear on your habits, and learning financial concepts that put you in control.
Use your money for the life you want. Start here.
Consultation
The consultation is the starting point. If we decide it’s a good fit together, we’ll set up our 6 month plan to get you feeling great about your money.