services
1:1 Personal Financial Coaching
Is your family spending out of control and you’re struggling with how to tame it?
Are you still paying your student loans with no end in sight?
Do you believe that saving money is impossible?
The role of a Financial Coach is to act as your guide on your journey towards better understanding your finances and learning how to manage them effectively. We aim to inspire, educate, and support our clients in making informed financial decisions based on their unique goals and personal values. Our services include providing guidance on budgeting techniques, ways to increase your savings rate, and eliminating debt, while equipping you with the knowledge necessary to achieve your financial goals, such as building wealth, saving for college, and acquiring overall financial education.
business finance coaching
Tired of being stuck living in spreadsheets that seem daunting to interpret?
Are you overwhelmed by the hundreds of things your money needs to do for you?
Maybe you’re a small business or nonprofit that doesn’t know which financial statements are needed for your next grant submission.
With over a decade of experience in Financial Planning and Analysis, we can assist with many of your needs from budgeting and Profit & Loss statements to streamlining documents and procedures. Sometimes it’s hard to know where to start if you’re not familiar with finance, but we can work with you to understand what your needs could be and a proper order to tackle them.
nonprofit strategy coaching
Are you struggling to achieve a significant impact with limited resources? Are you struggling to realize underutilized revenue streams from your multitude of platforms? Is the mountain of data your organization is accumulating sitting unused in a database collecting virtual dust? We can coach you with strategies to give your team the ability to truly live the company’s mission. You can count on us to provide guidance and practical solutions that will help you achieve your organizational goals without breaking the bank. Let us help you maximize your impact and optimize your resources.