Feeling stuck, lost or unsure of what you should be doing with your finances?

Or do you just need a safe space and an actual human to discuss your finances with? I got you!

There's a lot of noise in the financial education space and it can be confusing what you should do in your unique financial situation. There are some best practices you can follow but ultimately your money is just that, your money. You should be able to make educated financial decisions that make sense for the unique life you want. It can be hard to decipher what financial plan to follow or what things to do with your money which is why I'm here to help!

Money Makeover is for you if

  • You question what the "right" thing to do with your money is

  • You feel stressed about your finances and get overwhelmed when trying to make a plan

  • You may understand the basics of personal finance but aren't sure how to apply it to your life and situation

  • You know that your fears, anxiety and stress about money affect your ability to really get a handle on your finances

  • You really want to feel confident about your money and know that you are on the right track to hit your goals

Spots now open!

I offer up to 4 sessions per month MAX and only schedule out for the current and next month.

Potential Topics

These are just SOME of the things we can cover inside a Money Makeover session. Ultimately it's up to you to decide what you need most!

  • Updating your monthly budget to allow for you to pay your bills, save, invest and still have fun every month

  • Figuring out a debt payoff plan

  • Creating a savings plan for upcoming larger expenses

  • Creating an investment strategy and retirement plan

  • Addressing mindset issues and your emotions around money

  • Getting on the same page with your partner about money

FAQ

  • Where does the session take place?

    On Zoom. You will receive a link once you schedule and pay for your session.

  • Is this just a one time session?

    Yes. But if you are needing further support beyond the session you can always sign up for another session and we can discuss this further during your session if you feel it is needed.

  • What's the process for the Money Makeover session?

    Once you schedule and pay for your session, you will receive an email with a Google Form to fill out. You fill out this form at least 72 hours before the session. Once I receive that form I will send you a follow up email with any other information I need for our session so we can make the most of our time together. Depending on what you want to cover in the session I may ask you for specifics about your finances. After your 90 minute session I send you an email with the notes from our session, action plan and any other relevant information we covered.

  • I manage my money with a partner, should they come too?

    Yes! If you share finances or have a partner involved in your money. at all I would recommend you both attending the session so you can both get on the same page with the plan we create together.

Spots now open!

I offer up to 4 sessions per month MAX and only schedule out for the current and next month.