Private money coaching

You are good at making money. Let's get you great at keeping it.

Private money coaching for women and business owners who are earning well and still feel one bad quarter away from panic.

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Who this is for

This is for you if:

You earn a strong income and still cannot answer the question "am I actually okay?"
You run a business and your business money and your personal money are living in the same emotional bank account
You have money in accounts you do not fully understand, chosen by someone you no longer remember
You are the financially responsible one in your family and nobody has ever coached you
You want independence, not just income
You are done with the free content carousel and ready to be accountable to a person

This is not for you if you want a hot stock tip, a get rich quick timeline, or someone to manage your assets for you. I coach. I do not sell products and I do not take custody of your money.

A budget worked out by hand on paper beside a laptop

What we actually work on

Six areas. In this order, because the order is the strategy.

Phase	Focus	What changes
1. Ground	Cash flow truth and the Hold On Fund	You stop guessing and start seeing
2. Defend	Debt strategy, insurance gaps, layoff response plan	One bad event stops being catastrophic
3. Separate	Business finances, entity and banking structure, owner pay	Your business stops eating your household
4. Build	Investing, retirement vehicles, tax aware decisions	Money starts compounding without you touching it
5. Expand	Income offense, pricing, negotiation, new revenue lines	You raise the ceiling instead of shrinking the floor
6. Protect	Estate basics, beneficiaries, legacy and giving	What you built survives you

Underneath all six: money identity. The stories, the inherited rules, the guilt, the "I will deal with it later." That work is not soft. It is the load bearing wall.

How we work together

Three ways in.

The Clarity Intensive

$XXX

90 minutes. One deep session.

Pre-session financial intake
Live session
Written action plan
14 days of follow up by email

You bring the mess, we leave with a written plan and a 30 day sequence. Best for a specific decision or a starting point.

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The 90 Day Container

$X,XXX

Twelve weeks. Biweekly sessions plus messaging access.

6 sessions
Financial architecture build
Direct access between sessions
Resource library

We build the structure and I hold you to it through at least one full billing cycle, one emotional wobble, and one unexpected expense.

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The Partner Year

$XX,XXX

Twelve months for business owners and leaders in a growth or transition year.

Monthly strategy sessions
Quarterly deep reviews
Business P&L and cash flow review
Priority access

Personal wealth and business finances treated as one connected system.

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FAQ

Fair questions, straight answers.

Are you a financial advisor?

No. I am a Certified Money Coach with two decades of experience inside financial services and healthcare. I do not sell investment products, manage assets, or earn commission on what you buy. That independence is the point. When you need a licensed advisor, CPA, or attorney, I will tell you and help you ask better questions when you get there.

I am embarrassed about my numbers.

Everyone is. I have seen high earners with nothing and modest earners with real wealth. There is no judgment here and there is no number that shocks me.

Do you work with couples?

Yes. Money conflict in a partnership is almost never about money. Bring them.

Do you work with men?

My practice centers women and business owners, and I do work with male business owners. Book a call and we will figure out fit.

Independence is a structure, not a feeling.

Let's build yours. One call, thirty minutes, no pressure.

Book a Discovery Call