THE CLIENT EXPERIENCE
What It’s Like to
Work Together
Financial coaching is more than a series of meetings — it’s a personalized journey to help you gain clarity, build a money system that fits your life, and make confident financial decisions aligned with what matters most to you. Here’s what you can expect, from your first conversation through every stage of the coaching journey.
YOUR FINANCIAL COACHING JOURNEY
A Path From Clarity to Confidence
Money Clarity Conversation
A no-pressure conversation to discuss your current financial situation, the financial questions or challenges you’ve been facing, and what you’re hoping to achieve.
Focus Areas:
• Understand your current challenges and goals
• Answer your questions about financial coaching
• Explore whether working together is the right fit
Outcome:
You’ll gain clarity about your next steps and whether coaching can help you move forward with confidence.
Time Commitment:
30 minutes
Investment:
Free
Money Clarity Deep Dive
A comprehensive coaching session to organize and understand your complete financial picture, identify opportunities and obstacles, and create a clear roadmap for moving forward.
Focus Areas:
• Gain a complete understanding of your current financial picture
• Clarify your goals, values, and priorities
• Develop an initial strategy and action plan
Outcome:
You’ll leave with a clearer understanding of your financial picture, personalized recommendations, and a clear roadmap for moving forward.
Time Commitment:
120 minutes
Investment:
$250
Ongoing Financial Coaching
An ongoing coaching relationship that provides personalized guidance, accountability, and support as you implement changes, build lasting habits, and navigate financial decisions with confidence.
Focus Areas:
• Create and refine a simple money system that fits your life
• Build healthy financial habits and automate your finances where possible
• Make confident financial decisions with ongoing support
Outcome:
You’ll build lasting confidence with your money, make financial decisions with greater clarity, and create a financial life that aligns with what matters most to you.
Time Commitment:
3-6 months+
Investment:
Discussed after your Money Clarity Deep Dive so we can choose the coaching option that’s the best fit for your goals and needs.
THE HOLISTIC WEALTH PROCESS
A Framework for Lasting Change
The Holistic Wealth Process is designed to help you create a life that brings fulfillment, meaning, and joy — not just accumulate more money. While each stage has its own purpose, the process isn’t linear. We’ll revisit different stages as your goals evolve, your confidence grows, and life changes along the way.
REFLECT
What brings you fulfillment and joy? What do you value? What beliefs have shaped your relationship with money?
DREAM
What are your goals? What are you working toward? What do you want your life to look and feel like? Give yourself permission to dream big.
ASSESS
Where do you stand financially today? We’ll look at the numbers — and just as importantly, how they make you feel.
DESIGN
Build your Holistic Wealth System — a personalized money system that aligns your cash flow with your values, goals, and dreams.
IMPLEMENT
Set up the right accounts in the right roles and automate your system so money flows where it’s intended — quietly in the background.
LIVE
Live with greater confidence, freedom, and peace of mind, knowing your money is supporting the life you want to live.
EVALUATE
As your life evolves, we’ll revisit your plan and make adjustments so it continues to support your priorities and goals.
WHAT TO EXPECT THROUGHOUT COACHING
An Experience Tailored To You
A Judgement-Free Space
Money can be deeply personal, and many people carry feelings of guilt, shame, or embarrassment about their finances. Coaching is a safe space where we start with understanding, not criticism. Wherever you are today, we’ll focus on helping you move forward with clarity and confidence.
Personalized For You
No two clients are alike, and your coaching experience shouldn’t be either. Your personality, values, stage of life, and goals shape the conversations we have and the strategies we build together, ensuring your plan fits your life — not someone else’s.
Practical Guidance & Support
Financial coaching isn’t about abstract concepts or complicated theories. We’ll focus on the real decisions you’re facing, the challenges you’re navigating, and the systems that help make managing money feel simpler and less stressful. You’ll also have support between sessions whenever questions come up.
Steady Progress, Not Perfection
Lasting financial confidence isn’t built overnight. It’s created through consistent action, small improvements, and adjusting along the way. We’ll celebrate your progress, learn from setbacks, and keep moving forward together at a pace that works for you.
Confidence That Lasts
The goal isn’t just to improve your finances — it’s to help you feel more confident making financial decisions on your own. Over time, you’ll develop the systems, habits, and mindset to navigate your financial life with greater clarity, confidence, and peace of mind.
FREQUENTLY ASKED QUESTIONS
Common Questions About 1:1 Coaching
Both. Coaching is available virtually for clients anywhere in the U.S. If you prefer to meet in person, I also offer limited in-person coaching throughout the Denver-Colorado Springs corridor, including Castle Rock, Castle Pines, Parker, Lone Tree, Littleton, Greenwood Village, Centennial, Highlands Ranch, Larkspur, and Monument.
Most coaching relationships last between three and six months, though some clients choose to continue longer depending on their goals and the level of ongoing support they want. Coaching sessions are typically 60 minutes and scheduled every two weeks. As you build confidence and become more independent, many clients transition to meeting once a month.
Every session is tailored to what’s most relevant in your life at the time. Depending on your needs, we may review your progress, work through financial questions, troubleshoot challenges, prepare for upcoming financial decisions, refine your money system, or celebrate the progress you’ve made. No two sessions are exactly the same because your coaching is personalized to you.
Much of the growth happens between sessions as you reflect, complete exercises, and put your action steps into practice. You’re never left to figure things out alone. If questions come up or you need guidance, you can reach out by email, text, phone, or video call for support between sessions.
Absolutely. Life doesn’t always happen on coaching days. If questions come up, you’re facing an unexpected financial decision, or you simply want a second opinion, you can reach out between sessions for guidance and support.
Yes, though I prefer to think of them as action steps rather than homework. Between sessions, you’ll typically have a few practical tasks to complete, such as reflecting on an exercise, organizing financial information, or implementing part of your money system. These action steps help turn our conversations into lasting change.
Coaching works best when you’re willing to be open, honest, and engaged in the process. I don’t expect perfection, but I do ask that you’re willing to reflect, complete action steps between sessions, and step outside your comfort zone when needed. Lasting change comes from consistent effort, and I’ll be there to guide and support you every step of the way.
Financial coaching is designed to help you build the knowledge, habits, systems, and confidence to manage your money with greater intention. Rather than doing things for you, we work together to help you understand your finances and make confident decisions for yourself.
Traditional financial advisors typically focus on managing investments, writing financial plans, or long-term retirement planning. As a former fee-only fiduciary financial advisor, I bring that technical knowledge into coaching, but my role today is different. My focus is helping you create lasting financial behavior change — not managing your investments.
Have more questions?
If you’re wondering whether coaching is the right fit, I’m happy to answer any questions you have!
Book a free call below.
Ready to Start Your Financial Journey?
Your first step is a free, no-pressure Money Clarity Conversation