Are We a Fit?

Perhaps you:

• Have tried to budget and keep track of your spending but still don’t know where it all goes.
• Are scared you’ll always be paying off debt instead of saving for what’s important to you.
• Are tired of feeling like you can’t do the things you love because you’re “on a budget”.
• Are smart, capable, and put-together in most other areas of your life but feel like your finances are always a mess.

I work best with female-identifying or nonbinary individuals who:

1. Are looking to master the basics of personal finance (not hop on latest finance bro fad). The heart of everything I do is in helping you become confident and competent through the foundational levels of personal finance. While trends (like crypto or NFTs) come and go, a strong foundation will help you through every season of life.
2. Are open to self-reflection and the emotional side of money. Personal finance is not all spreadsheets and number-crunching. Much of our work together is helping you unearth the emotional impact your finances have on your life and untangling the web of unconscious money mindsets that influence your decisions. Being open to exploring these topics makes a huge impact on your success for the long term.
3. Want to be challenged AND supported. I love cheering you on and meeting you where you are. I also help you stretch yourself a little and take small steps forward so taking control of your finances is not quite so scary.
4. Earn enough money to meet their basic needs. I work best with folks that earn enough to sustain their necessities (such as food, shelter, and medication). My ethics will not allow me to work with clients if I believe doing so will inhibit their ability to meet these needs.
5. Want to build financial security but aren’t sure how any of this works. I love helping you figure out how the heck your retirement plan works, or how to save for your big goals.
6. Don’t want a one-size-fits-all approach. There are many pathways up the Money Mountain, and there is no single right answer for everyone. I tailor my mentoring work to each person’s unique goals, skills, and lifestyle. There’s no prescriptive “steps”, no formulas, and no restrictive budgeting systems.
7. Are committed to taking sustained action (even if you’re not sure what that is yet). You’re ready to take action to make your financial life better and are serious about committing to the work no matter what. That looks like showing up on time to our virtual meetings, taking action on the follow-up activities, and communicating if things change.

What you can expect when you work with me:

When is a good time to work with me?

You’re not ready to be honest about where you stand financially.

You’re not ready to make changes to your spending habits and money mindsets.

You’re unable/unwilling to commit time to exploring your financial landscape.

You’re ready to dedicate some time to learning about money (but aren’t sure where to start).

You’re open to changing your relationship with money for the better.

You’re willing to take proactive action to build new systems around money (even if you’re scared).

You have systems in place to manage your money today and into the future.

You have done the hard work to understand and improve your money mindsets.

You are actively building wealth and have a strategy for your spending.

• You’re into tarot, astrology, crystals, and the like.
• You believe in bodily autonomy, protecting LGBTQIA+ rights, and dream of a more fair and equal future for everyone.
• You enjoy spending your dollars with local artisans, crafters, farmers, and small businesses when possible.
• You love learning in a multitude of ways, and about a wide variety of topics.

• All clients must be based in the United States.
• At this time, I only work with individuals. I do not work with couples (but you are encouraged to share what you’re learning with your partner[s].)
• If we are not a good fit, or your financial situation is outside of my skill set, I will refer to other professionals/organizations if possible.
• Clients must have access to stable internet service and private space with minimal distractions. All client sessions take place virtually via Zoom.
• Client information and discussion is kept confidential.
• There are no cancellation fees; however, reasonable communication is expected. If you are unable to attend a scheduled session, please email me 24 hours prior to the start of our session. In emergency situations, contact me at your earliest convenience.
• Our work together is for your educational and informational purposes only. It is not intended to be a substitute for legal or financial advice that can be provided by your own attorney, accountant, and/or financial advisor.