Frequently Asked Questions
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A financial coach helps you create a clear, personalized plan for managing your money.
Coaching is about guidance, education, and accountability - helping you learn how to budget, pay off debt, and save with confidence.
Together, we look at your habits, goals, and challenges, then build a simple plan that fits your real life. -
A financial coach is a guide and teacher, not an advisor or therapist.
I don’t sell investments, manage portfolios, or offer legal or tax advice.
Instead, I focus on helping you build strong financial habits, understand where your money goes, and develop a plan that brings you peace and control.If you’re looking for investment strategies or tax filing, I’ll gladly help you identify the right licensed professional for those needs.
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Every coaching session is personalized, judgment-free, and focused on progress, not perfection.
We’ll walk through your goals, create a realistic budget, set up a debt plan, and start saving intentionally.
You’ll leave each session with clarity, calm, and simple next steps you can actually stick to. -
I guide clients through all stages of financial wellness, including:
Creating a realistic, mindful budget
Paying off debt with clarity and confidence
Building emergency savings
Setting short- and long-term goals
Strengthening money mindset and habits
Moving from survival mode, to financial freedom, to legacy building
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No. I’m not a financial advisor, accountant, or licensed investment professional.
While I have a degree in Accounting and years of practical experience, my role as a Ramsey Preferred Coach is to educate, guide, and empower - not to sell or recommend specific products, investments, or tax strategies. -
I work with individuals, couples, and families who are ready to find peace with money - whether you’re starting from scratch, getting back on track, or building toward your next goal.
Every situation is unique, and we meet you exactly where you are - with hope, grace, and a practical plan forward. -
Coaching sessions are offered online via Zoom or phone for convenience and privacy.
This allows you to connect from anywhere and move at a pace that feels comfortable and sustainable. -
Yes!
Your first session is free - it’s a calm, no-pressure conversation to talk about your goals and see if coaching feels like the right fit. -
You can pay securely online through Zelle, Venmo Business, or PayPal.
Payment is due at the time of scheduling, and packages or memberships can be arranged for ongoing support. -
That depends on your goals and pace.
Some clients prefer weekly or biweekly sessions for accountability, while others meet monthly or quarterly for long-term progress and support.
Together, we’ll find the rhythm that fits your needs and keeps you moving forward calmly and confidently. -
My approach combines practical financial structure with a mindful, compassionate mindset.
I’ve been through financial struggle, caregiving, and loss - and I know what it’s like to start over.
Here, you’ll find guidance rooted in real life - calm, clear, and focused on helping you find peace and freedom, one step at a time. -
Simply click “Schedule Your Free Consultation” to book your first call.
We’ll chat about your situation, set your goals, and take the first calm step toward your financial freedom.

