Personalized Financial Coaching Services

Share Your Financial Mental Load

For When You Don't Know Where To Begin With Your Finances

With a Financial Picture, you get a clear detailed view of where all your money is going and learn opportunities to direct it toward the life you want.

Get an easy-to-understand visual of your:

Cash Flow & Net Worth
Spending Categories & Trends
Debt Payoff Plans
Security Funds
Insurance Coverage Review
Estate Planning
Retirement Planning
Tax Bracket Insight
Saving for Short & Long-Term Goals

Outcomes of having your Financial Picture may include:

Peace of mind
Confidence to make financial decisions
Being able to share the mental load
Moving from shame to excitement when you think about money
Pride in feeling more responsible with your finances
Possibly even fun!

Get Started!

What Our Clients Are Saying

Dual-Income Millennial Parents

"Katie’s thoroughness, openness, and expertise gave us a clear understanding of our finances, greater confidence in making money-related decisions, and a solid action plan. The return on this investment has been immediate, and we’re so grateful for her coaching!"

High-Earning Professional, Not Sure Where It’s Going

"Sorry but you're never getting away from me now. THANK YOU!!"

Young Family Who Knew They Needed a Plan but Felt Overwhelmed

"I'm proud of myself for taking the next step!"