Our services

One-on-one coaching

Get the individual attention you and your finances need! In a one-on-one session, we will virtually sit down to determine financial goals, and how we will reach them. Come as you are and be ready to make your dream a reality! Coaching comes with the expectation of multiple sessions and a continued relationship. If you are looking for one-off help then Budgeting 101 may be more your speed!

Budgeting 101

If you’re ready to start budgeting, but not quite sure where to start, this is for you!  Budgeting 101 is a 45-minute, individual crash course in budgeting.  We will develop your budget together and then it is up to you to stick to it.  With this class, you’ll be an expert budget-er in no time!

Employee Assistance Program

Financial stress could be costing your company thousands of dollars in lost productivity. The Employee Assistance Program (EAP) helps mitigate your employees’ stressors through employer sponsored coaching sessions. Now that’s a good investment!

Now Available on Amazon….

If you’re confident in your budgeting skills, but maybe you’re lacking in motivation, this beautiful planner might be the kick in the pants that you need. This undated planner includes:

  • 26 Budget Worksheets (with room for notes!)

  • 6 Debt Repayment Trackers

  • 5 Savings Trackers

  • 12 Monthly Bill Trackers

  • 1 Recurring Bill Tracker

If you are pregnant or may become pregnant, this workbook is for you! The Budget Baby Book will guide you through multiple strategies that will help you gain financial peace during your fourth trimester.