One-on-One Financial Literacy Coaching
Know what you can afford. Know where your money goes. Know what to do next.
What This Is
This is practical, real-world financial coaching focused on how money actually works in everyday life.
We’ll look at your income, spending, bills, and debt to understand your true financial picture; not just what a calculator or lender says you can afford.
The goal isn’t perfection or quick fixes. It’s clarity, sustainability, and confidence in the decisions you’re making next.
Who This Is For
This coaching is a good fit if you:
• Want a clear, honest picture of what you can realistically afford
• Are considering a major decision like buying a home
• Feel stressed or confused about where your money goes
• Are carrying debt and want a plan — not a sales pitch
• Want education and guidance, not product recommendations
Many clients come in feeling behind or overwhelmed. Most leave realizing they’re closer to stable than they thought.
What’s Included
Each session includes:
• A 60-minute private Zoom session
• Review of your income, bills, spending, and debt
• Clear affordability and cash-flow guidance
• A copy of my book, The Cost of You
• A written post-session summary and next-steps report you can reference later
Sessions include built-in buffer time, so we’re not rushing through important decisions.
Pricing
One-on-One Financial Literacy Coaching
$250 per session
Clients referred through partner organizations may receive a discounted rate.
Process
1. Book your session online
2. Share your information ahead of time when possible (we can also work through it live)
3. Meet over Zoom for a focused, judgment-free conversation
4. Receive a written summary outlining what we covered and suggested next steps
Important Note
This coaching is educational in nature and focuses on financial literacy, budgeting, spending behavior, and decision-making.
I do not provide investment advice, tax advice, legal advice, credit repair services, or debt consolidation services. When appropriate, I may suggest speaking with a licensed professional.