Frequently Asked Questions

Guiding your financial choices with a warm, unintimidating lens.

What is financial wellness coaching?

Financial wellness coaching is a personalized, educational process that empowers individuals to make confident money decisions. It focuses on improving budgeting, debt management, saving habits, and investment comprehension. A coach helps you understand your financial picture and develop actionable strategies for long-term wellness.

How is coaching different from financial advising or therapy?

Coaching provides unbiased advice and guidance to help you set financial goals, shift habits, and understand strategies—including investment comprehension—without selling products or managing investments. Financial advisors typically sell or manage investment products, and therapists help with emotional or psychological issues. Coaching fills the gap—providing education, clarity, and support to move forward confidently.

Who can benefit from financial wellness coaching?

Financial coaching is for anyone—whether you're just starting out, managing a household, planning for retirement, or navigating a life transition. Coaching is especially helpful if you want to:

  • Build saving systems

  • Organize finances

  • Improve money habits

  • Determine tax-efficient income strategies

  • Understand your investment choices

  • Reduce debt

What topics do you cover in coaching sessions?

Depending on your goals, sessions may include:

  • Budgeting and cash flow

  • Debt reduction

  • Saving and planning

  • Investment comprehension

  • Financial organization

  • Shifting money mindset and behaviors

How much does coaching cost?

I offer several one-on-one and package-based options. You can visit my Services Page for complete details. I also offer a free discovery call to help you find the best fit.

Do you offer group coaching or workshops?

Yes! I host group coaching programs, interactive workshops, and workplace wellness sessions. These are great for those who want community support, accountability, and shared learning in a more affordable format.

Is my financial information kept confidential?

Yes—your privacy is my priority. All personal and financial details are handled with strict confidentiality and secured with care.

How do I get started?

Getting started is easy! Just visit my Contact Page by clicking “Free Intro” or “Book Now” button at the top of the page to schedule your free discovery call.

Do I need to be financially “ready” before starting coaching?

Not at all. Come as you are—no spreadsheets needed. Coaching is a judgment-free zone. I’ll meet you where you are and build from there.