Financial Coaching for Individuals
Clarity, Confidence, and Empowerment Through Financial Coaching
I help individual clients navigate life changes, build lasting financial skills, and align their money with their goals and values.
I offer a hybrid approach to financial coaching—a thoughtful blend of coaching, consulting, and mentoring. I ask powerful questions and give you space to think deeply, while also drawing from my own life and career to share relevant insights when it’s helpful.
With over 20 years of professional experience aligning finances with life goals—and a personal track record of navigating significant transitions—I bring both expertise and empathy to the table. I balance active listening with clear, practical advice. I believe in your capacity for self-discovery and insight, and I’m here to walk alongside you as you chart your own path forward.
What You Can Expect
Working with me leads to more than just better financial habits—it leads to greater clarity, confidence, and a sense of control.
My clients walk away with:
- Improved financial literacy—a stronger understanding of how money works in their lives, and how to make it work for them.
- Clarity and alignment—clearer insight into their financial picture and confidence that their decisions reflect and support their personal values and goals.
- Empowerment—the skills and support to take charge of their financial life with purpose, not pressure.
- Peace of mind—less worry, more focus, and the calm that comes from knowing there’s a plan.
- Strategic direction—realistic, actionable steps to move toward their goals, whether personal, professional, or both.
- Personal growth—awareness and release of limiting beliefs that may have been holding them back—financially and otherwise.
Together, we build a foundation for long-term financial well-being—one that supports not just your bank account, but your life.
How I Work with You
We’ll begin with a consultation to explore your goals. From there, I’ll design a few tailored coaching options for you—often in the form of structured packages that include regular sessions (bi-weekly or monthly), between-session support, access to planning tools, and a personalized financial action plan.
Coaching packages provide a mix of practical tools, personalized goal-setting, and accountability to help you build lasting financial skills and confidence.
Each coaching experience is grounded in my commitment to offer expert financial coaching and mentoring for individuals in a way that is supportive, realistic, and action-oriented.
Whether you're looking to take control of your personal finances, build stronger money habits, or gain clarity on your financial goals, my one-on-one coaching sessions are designed to meet you where you are—and guide you forward with confidence.
- How financial coaching differs from financial advising: Financial coaching focuses on building your financial skills, confidence, and habits through education, goal-setting, and support. Unlike financial advising, which often centers on managing investments, coaching helps you understand your money, make informed decisions, and take meaningful action—no product sales, just practical guidance tailored to your real-life goals.
- We do not offer, and our financial coaching services are not a substitute for, financial, investment, tax, legal, or other professionally licensed services or advice; in addition to any financial coaching you receive, we recommend consulting with your own financial or investment advisor, accountant, or other licensed professional, as you are responsible for determining what is best for your unique situation.
I work solely with clients in the U.S. Sessions are held virtually or for local New York and northern Pennsylvania clients in person at my private office in Watkins Glen, NY.
Why choose me as your personal financial coach?
In addition to my professional training and experience in finance, my lived experiences allow me to connect with clients in a grounded, relatable way. I’ve faced real-life financial crossroads, including:
• Putting myself through college—and, as a single mother, helping my daughter graduate from the college of her choice with minimal debt.
• Navigating career transitions from full-time employment to part-time roles, independent contracting, and ultimately launching my own financial strategy practice.
• Rebuilding financially and emotionally after an unexpected divorce.
• Managing the professional, personal, and financial impact of a serious medical diagnosis.
I didn’t get through these experiences alone. I leaned on my community, and I was supported by skilled coaches and mentors who helped me stay grounded and move forward. Their support made a lasting impact on the quality of my life—and now, I’m committed to offering that same level of care and clarity to others.
Because I take this responsibility seriously, I’m enrolled in coach training accredited by the International Coaching Federation (ICF) to further enhance the depth, quality, and impact of my work. I expect to complete this training by February 2026.
If you’re ready to create financial clarity, confidence, and peace of mind, I’d be honored to support you.
Speaking Engagements
Interested in having me speak to your group about financial coaching?
I offer engaging, practical sessions tailored for nonprofits, small businesses, and community organizations.
If you're looking to educate, inspire, or empower your audience around personal finance, I’d love to connect.
Let’s talk about your event. Contact me here.