Money doesn’t have to be overwhelming. You can do this! I can help.

Have you ever avoided dealing with something because figuring out what to do was too intimidating?

I remember the first time I logged into my 403b account at my first full-time job out of college. I took one look at the list of investment options and logged right back out again.

Money is one of those things where most of us know what to do, but figuring out how to do it is another problem entirely. Maybe you have some nagging credit card debt that just won’t go away because developing a plan means you’ll have to face the shame you feel about having it in the first place. Or you know that you should save for retirement, but you don’t know where to start and you have a million other things to do.

I know what it’s like to avoid things that are overwhelming and scary. That’s why I’m here to help you break down your finances and develop a money plan that works for you.

Coaching is right for you if you want to:

 
 
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Know exactly where all your money is going.

 
 
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Be more intentional in your spending.

 
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Stop improvising and get ahead financially.

 
 
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Align your values with your money.

 
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Learn how to manage your savings.

 
 
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Get clear on the role of money in your life.

 
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Have a clear plan for your money.

 
 
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Feel confident in managing your money.

Managing your money can sometimes be like getting a Lego set or some Ikea furniture without the instructions manual. You know all the pieces fit together, but you can’t figure out how.

When what you’re doing doesn’t work for you, it’s time for a new plan.

The Mindfully Money Coaching Program will help you develop a financial plan that works for you. No more stress. No more being overwhelmed. No feeling guilty or ashamed about your past decisions or how you decide to spend your money.

Your money should help you build a life you love.

A New Kind of Money Plan

At Mindfully Money, we believe that money is more than just numbers. Money is personal and involves your values, habits, emotions, circumstances, and history. Instead of giving you a generic list of financial steps, we’ll find a plan that works for you. You’ll gain clarity around where you’re going and how you can get there.

 

Step 1: Get Clear.

It all begins with figuring out where you are now and where you want to go. You’ll gain total clarity over your current financial situation. We’ll figure out what is truly important to you and hone in your financial goals. Get ready to dig deep as we build a vision for your future.


Step 2: Make a Plan.

Budgeting doesn’t really work because we tend to just throw numbers at a wall and hope they stick. You need a money plan that is based on where you are now, where you want to go, and how you want to live. We’ll develop a plan that will take the guesswork out of managing your money and give you the confidence to charge forward. You’ll get a step-by-step action plan that works for you.


Step 3: Take Action.

Having a list of actions is only the first step. The Mindfully Money Coaching Program will also help you put these steps into action. We’ll work on developing new habits and creating systems to make managing your money easier. You’ll get the support you need to take action and become a more confident manager of your money.

Start a new relationship with money now.