Crush Your Money Goals
With financial coaching for couples who want their money to work as hard as they do
We All Need a Wellness Plan For Our Money
Whether you are just starting your career or in your prime income years, optimizing the management of your household finances can reduce stress and position you to confidently navigate all of life’s milestones. Having abundant financial resources to handle life’s surprises, celebrations, and challenges is an attainable goal and one that can transform your life.
How do I know this? Because I transformed my own household finances five years ago and the benefits continue to stack up.
Since getting control of our income, committing to common sense money guidelines, and developing a system to optimize our finances, my husband and I:
Know where our money is going each month
Spend money without stress and regret
Are debt-free - including our house
Have greater control over our time
Have confidence in our plans for the future
Work on our money together
Do you want to see your money clearly so you, too, can build wealth and enjoy a positive money mindset? The Clarity Meeting and Wellness Plan are what you need.
With the Clarity Meeting and Wellness Plan, You Can…..
Eliminate Stress
Money is a top cause of stress. Understanding your current financial position and developing a plan creates peace of mind.
Win With Money
Feel confident and in control knowing that you’re using your income to build wealth and stability rather than just a good lifestyle.
Secure Your Future
Be prepared for wherever life takes you - new home, expanding family, caring for loved ones, career shift, retirement.
Get Started
Schedule Your Clarity Meeting
Schedule your Clarity Meeting, which is a 1:1 video conference meeting. You’ll do homework in advance so that the entire meeting is focused on reviewing your finances and strategizing about the future.
Clarity Meeting
A 2-hour meeting to review your Wellness Plan and your monthly cash flow. The Wellness Plan encompasses recommendations and next action steps in four key areas - savings, cash flow, credit/debt, and protection.
Build Your Future
Now that you have a plan, you can get it done. Work with me or Do-It-Yourself. It’s up to you! Either way, you will never regret taking charge of your personal finances.
What’s The Clarity Meeting?
A 2-hour session via video conference that provides an overview of your current financial picture. You’ll finally understand which aspects of your personal finances are on track and what needs more attention. We’ll take a deep dive into your spending and show you where your money is going. And we’ll do this in a way that isn’t overwhelming or scary.
You’ll receive a customized Wellness Plan with recommendations that are designed to build wealth, improve your money confidence, and financially prepare you for wherever life takes you.
You’ll leave the meeting with the knowledge you need to strengthen your financial foundation and inspiration to take control of your money.
Want to hear how the Clarity Meeting transformed one client’s money mindset and set her up to win with money? Click here
Get Clarity for $599
Get Answers to All your Money Questions
Am I saving enough? Do I have the right benefits in place? When can I buy a new house or car? How much should I spend on [vacation, clothes, restaurants]? How can I pay off my debt? Am I spending too much? What should I be doing differently?
See What People Are Saying…
