Meet Our Coaches

FOCUS: Emerging Adults (18-30) — — — ABOUT ME: My favorite part of financial coaching is empowering clients to have a healthy relationship with their finances. Do I want you to have millions of dollars? Of course, I do! But more importantly I want you to feel happy and aligned with your financial values. — — — STATE: Utah

FOCUS: Early career, engaged/newly married. — — — ABOUT ME: I've been passionate about personal financial management since my teenage years. After retiring early from my corporate finance career, I was able to pursue this interest by volunteering with local and national nonprofits. Through this work, I discovered that early-career individuals were often overlooked or ineligible for financial coaching services. This gap inspired me to create this nonprofit specifically designed to serve the unique financial needs of people at the beginning of their careers. — — — STATE: Virginia

FOCUS: Smart, Simple, Stress-Free Finances — — — ABOUT ME: I help people take control of their money without giving up the things they love. I provide honest, mindful guidance on debt, cash flow, and long-term financial goals so financial freedom feels simple and possible. — — — STATE: Florida

FOCUS Young adults, single/childfree women, and widows — — — ABOUT ME: I'm currently working as a licensed mental health counselor and am also passionate about personal finance. I'm enjoying working towards my AFC credential. Having made many money mistakes in my younger years, I want to help others not make those same mistakes. Financial literacy is so important, as is addressing underlying behaviors and emotions involved with money management. As I've had personal and professional experience with grief, I want to be able to help people navigate their changing financial landscape while they grieve the loss of their loved one. — — — STATE: Massachusetts

FOCUS: Teens through mid-career adults — — — ABOUT ME: My favorite part about financial coaching is helping people discover their personal goals and build a reliable path to achieve them. I help people align their goals and values, build a strong foundation, and improve their financial well-being. I have more than 27 years of coaching and mentoring experience, and I am passionate about helping people wherever I can. — — — STATE: Missouri