take control of your life & finances
Building the life you want
long-term planning
Building the life you want starts with a clear vision of where you want to go—and then we work together to develop a detailed roadmap to get there. Long-term planning isn't just about setting goals; it’s about a bit of soul searching to understand your deepest values, passions, and priorities, and how all of that reflects in your life (present and future). Whether you're thinking about career shifts, life transitions, or personal milestones, we’ll work together to develop a long-term plan that addresses both your immediate needs and future aspirations.
Through structured goal setting, time management, and thoughtful life design, we'll help you clarify your vision and break it down into actionable, sustainable steps. From creating a fulfilling career path to planning for a secure financial future, long-term planning provides the framework to bring your ideal life into reality by meeting one goal at a time with accountability and empathy.
Building financial wellbeing
Building financial wellbeing is about more than just balancing your budget—it's about creating a healthy, empowering relationship with money that supports your goals, your dreams, and your long-term happiness. We will work together to assess your current financial situation and build a personalized plan that aligns with your life vision.
Budgeting: Learn how to manage your finances with confidence, create a realistic budget that works for you, and gain control over your spending.
Debt Management: We’ll work on strategies to eliminate debt and break free from the stress it causes. Together, we'll create a practical plan to pay down your debt and set you on a path to financial freedom.
Buying a House: Whether you’re a first-time homebuyer or looking to upgrade to your dream home (or trying to figure out how your starter home can now become your forever home), buying a house is likely the most significant financial decision you’ll make. Together, we'll break down the process—from saving for a down payment to understanding mortgage options, credit scores, and the real estate market. I’ll help you navigate the homebuying process, determine questions to ask potential real estate agents,and align your housing goal with your broader financial goal/budget. With the right planning and strategy, owning your own home can be a key part of building long-term financial stability if renting does not fit your lifestyle.
Retirement Planning: It's never too early to start planning for your future. I'll help you understand your retirement goals, create a savings strategy, and prepare for the future you are aiming for.
Other:
Travel & Lifestyle: Want to travel more or live a lifestyle that reflects your values? We'll develop a plan to make those dreams a reality by prioritizing your spending and creating savings goals that match your personal aspiration as well as optimizing travel credit cards and points.
Receiving a windfall: Whether you’ve received an inheritance, a large bonus, or any unexpected financial gain, a windfall can be both exciting and overwhelming. We’ll work together to create a thoughtful plan for managing this newfound wealth. From paying off debt to investing for the future or simply setting up a safety net, strategic decision making can help optimize your finances, meet your goals, and take the appropriate time to decide what it is you really want.
Or other situations!
This all starts with a baseline of where you are and understanding where you want to be in 5, 10, and 30 years. With a focus on your financial and personal goals, together we will turn your financial fears into actionable steps, allowing you to build a solid foundation of financial security for your future self.
Coaching on decision making
We all struggle with making decisions - if you’re at a crossroads with yourself or another person, making confident, well-thought-out decisions can feel overwhelming. We will tackle the pros, cons, and intangible components of your struggle. We will explore your priorities, options, and navigate the decision-making process to ensure it fits in with your long-term goals and lifestyle. Through guided reflection and decision-making strategies, I’ll help you become more decisive, overcome analysis paralysis, and trust your instincts.
Life coaching
Life coaching is about more than just achieving goals—it's about unlocking your potential, building confidence, and creating lasting change in every area of your life. As your coach, I guide you through the process of self-discovery, helping you overcome limiting beliefs, build healthy habits, and tap into your inner strength. Whether you’re navigating a major life transition, striving for personal growth, or simply looking to boost your confidence, life coaching is a powerful tool for creating the life you truly desire. Together, we’ll work to align your mindset, values, and actions so that you can live with purpose, clarity, and fulfillment.
“A budget is more than just a series of numbers on a page. It is an embodiment of our values.”
Barack Obama