SERVICES
1:1 Financial Coaching
and
Financial Wellness Workshops
From personalized 1:1 financial coaching to financial wellness workshops, each service is designed to help people gain greater clarity, build lasting confidence, and make more intentional money decisions.
1:1 Financial Coaching
For Individuals and Couples
Step 1:
Money Clarity Conversation
A free, no-pressure, 30-minute conversation to explore your money questions, current challenges, and whether coaching is the right fit for you.
Step 2:
Money Clarity Deep Dive
A foundational 120-minute coaching session to organize and understand your financial picture, clarify your goals and values, identify opportunities and obstacles, and create a clear roadmap for moving forward.
Step 3:
Ongoing Financial Coaching
A personalized 3+ month coaching experience that provides ongoing support to help you implement and refine your money system, strengthen your money habits, and build lasting financial confidence.
Financial Workshops
For Businesses, Organizations, and Communities
Help the people you serve build greater financial confidence through practical, engaging financial wellness workshops. Each workshop is designed to reduce money-related stress, support healthier financial habits, and provide actionable strategies participants can apply right away.
Workshops Are Ideal For:
Frequently Asked Questions
Everyone begins with a free Money Clarity Conversation. It’s a relaxed, no-pressure conversation where we’ll discuss your current financial situation, answer your questions, and determine the best next step based on your goals.
Absolutely not. The Money Clarity Conversation is simply an opportunity to get to know each other and explore whether coaching is the right fit. There’s no obligation to move forward.
The Money Clarity Deep Dive is a one-time, in-depth coaching session designed to help you organize and understand your financial situation while creating a clear roadmap for moving forward. Ongoing 1:1 financial coaching builds on that foundation with the personalized guidance, accountability, and support over time to help you implement lasting change. The Money Clarity Deep Dive also gives you the opportunity to experience my coaching approach before deciding whether you’d benefit from an ongoing coaching program.
Yes. In addition to 1:1 financial coaching, I offer financial wellness workshops for businesses, nonprofits, educational institutions, professional associations, and community organizations. These workshops provide practical, hands-on financial education designed to help participants build greater confidence with their money.
Both 1:1 financial coaching and financial wellness workshops are available virtually anywhere in the U.S.
For those who prefer to meet in person, I offer limited in-person financial coaching throughout the Denver-Colorado Springs corridor, including Castle Rock, Castle Pines, Parker, Lone Tree, Littleton, Greenwood Village, Centennial, Highlands Ranch, Larkspur, and Monument.
Financial wellness workshops can also be delivered on-site throughout the Denver-Colorado Springs corridor. For organizations outside the area, travel may also be available depending on the location and engagement. Together, we’ll determine the format that best fits your needs.
Learn More About Your
Financial Coach
Explore my background, philosophy, and the experiences that led me to create Holistic Wealth Coaching.
