Financial Coaching
Bridging Therapy and Practicality

Financial coaching can be seen as the practical arm of financial therapy. My approach goes beyond improving your relationship with money; it's about empowering you and your partner, with the skills and tools to effectively manage your finances, while not ignoring the emotional aspects that often intertwine with money.

​

My background is unique in that I bring together my expertise as a mental health professional with extensive experience in the business world. This allows me to understand the emotional and psychological dimensions of your financial challenges while also providing practical, actionable solutions. I can provide these services for both personal finances and small businesses.

​

I'm comfortable with numbers, enjoy creating budgets and spreadsheets, and can help you establish a financial system that works for you and reflects your values. Our collaboration can range from educational support to hands-on assistance, such as tracking your monthly expenses or building a savings plan. The goal is to help you and  your partner achieve a sense of control and confidence with your finances, perhaps for the first time in your life.

​

I can also assist you with other related aspects of financial management, such as understanding retirement accounts (401(k)s, IRAs), navigating tax deadlines, and determining your affordability for a new home. While I'm not a financial planner, I stay abreast of current financial trends and have access to valuable resources through my membership in the Financial Planning Association. I can guide you through many aspects of financial planning and connect you with qualified professionals when needed.

​

If you're interested in exploring how financial coaching can benefit you, please schedule a no-cost introductory session.