Financial Coaching

As a certified Financial Coach, I am here to support clients in improving their financial well-being by providing personalized guidance, support, and education. Unlike financial advisors who may focus on investment strategies and financial planning, I work more closely with clients on the behavioral and practical aspects of managing money. I believe that financial literacy is essential in building overall wellness. Those of us with marginalized identities can sometimes find empowerment through improving our financial situation. Financial security can offer us the mental space and resources to support others, ensuring community care.

I can help with:

• Goal Setting: Helping clients set realistic financial goals, such as paying off debt, saving for a home, or planning for retirement.

• Budgeting: Assisting clients in creating and maintaining a budget that aligns with their financial goals and lifestyle.

• Debt Management: Providing strategies and support for managing and reducing debt, including creating debt repayment plans.

• Savings Strategies: Encouraging and guiding clients on how to build and maintain an emergency fund and other savings.

• Financial Education: Educating clients about financial concepts and tools, including credit scores, interest rates, and investment basics.

• Money Mindset: Supporting clients in understanding and processing the beliefs, attitudes, and feelings about money that influence financial decisions and behaviors.

• Behavioral Changes: Helping clients understand and change financial behaviors that may be hindering their financial success, such as impulsive spending or lack of saving.

• Accountability: Offering ongoing support and accountability to help clients stay on track with their financial goals.

**Please note that I currently only offer this service as an add-on to clients in individual or relationship therapy. This is not a stand-alone service.