FAQs.
Money Coaching for Couples & Individuals.
How much does it cost?
Wealth Together is a year-long program with 12 in-depth modules that help you and your partner transform your money relationship and build a strong financial future together. Pricing for the Fall 2025 group will be posted on the sales page soon.
For private coaching, I like to start with a conversation so I understand your situation and goals. That way, I can recommend a coaching plan that’s tailored for you and share pricing that matches your needs.
What will a Discovery Call be like?
We’ll meet on Zoom for about 30 minutes to talk about your situation, challenges, and goals. I’ll explain how Wealth Together or private coaching could support you, and what working together might look like.
It’s not a sales pitch. It’s a genuine conversation to see if we’re a good fit and to explore your best next step.
Do I need a financial advisor or do I need a financial coach?
If you want someone to manage your investments, you’ll need a financial advisor (ideally a CFP). They handle your assets for a percentage fee and can be a great resource, especially near retirement.
But many people don’t realize there’s another option: with some education and a simple plan, you can often manage your own investments. In my coaching, I cover mindset, habits, systems, and strategy. And I also teach investing in plain language so you can decide whether to DIY or hire a pro.
For a focused, step-by-step approach, my 6-week Nest Egg Playbook helps you understand your options, choose a strategy that fits your goals, and set up a system you can stick with.
Can you help me plan for retirement?
Yes. In our main Wealth Together program and standard 1:1 coaching, we’ll focus on getting you financially ready for retirement—paying off debt, building savings, and freeing up cash flow—so you have the ability to invest for the future. And we’ll get you started with your contributions, or increase them.
If you want to go deeper into how to invest and choose the right approach for you, we can extend our work together or you can join my 6-week Nest Egg Playbook. In that program, I walk you through what retirement might look like. And you’ll learn investing options in plain language so you can decide whether to manage your own accounts or work with a CFP, and set up a simple, sustainable plan.
Do you work with singles or couples?
My main focus is helping couples improve their money conversations so they can work as a team. I also work with single women who want to feel more confident managing their money.
If your partner isn’t ready for coaching, we can still talk about what’s possible for you. I recommend starting with the Money Talks Quiz to get a sense of your current communication style.
I’m living paycheck to paycheck. How can I be expected to pay for coaching?
You’re not alone. Most Americans are in this spot. Coaching is an investment that can pay for itself many times over by shifting your habits, strategies, and systems. Ask yourself: Can I afford to keep doing what I’ve been doing? What’s the cost of waiting?
If you just give me some quick tips, why can’t I do this on my own?
You might be able to, but lasting change usually needs more. A coach helps you untangle what’s been holding you back, builds a plan with you, and walks alongside you until you see results. Even coaches have coaches.
Does coaching make sense for my situation?
Almost always, yes. We’ll meet you where you are, whether that’s tough money talks, debt, cash flow issues, lack of savings, planning for big goals, or working toward financial independence.
Can you help me with my business?
Yes. I’ll help you set up the right systems and habits (I use Profit First myself) and, if needed, bring in trusted coaches from my network to support your business and personal finances.
I think I need more life coaching than financial coaching. Can you help me with that?
Yes. I often describe my work as “life coaching on the inside, financial coaching on the outside.” Everything is connected, so we’ll address both.
Can you coach my adult kids?
If they want coaching, yes. I suggest we talk first, then I’ll connect with them directly to see if they’re ready.