You have run the household, run the team, run the budget at work. You have hit the income markers you set out to hit. The number on the W-2 says you should feel different than you do. Money still feels like something that happens to you, or like something you outsourced years ago and have not gone back to look at.
Financial coaching is the work of building knowledge, ownership, and a plan you helped shape. It is the work of becoming a sophisticated reader of your own financial life so the decisions you make from here are decisions, not defaults.
How this is different from working with a financial advisor
Financial coaching is not financial planning, financial advising, tax preparation, or debt counseling. Those professionals build the products, file the returns, and execute the transactions. Coaching is the work that comes before. We build your relationship to money: what you know, what you own, what you want, and what you have decided. After that, you sit down with the planner, the accountant, or the advisor as a more sophisticated client of theirs, knowing what you came for.
What we work on
- Building a monthly plan you actually use, rather than a budget that sits in a spreadsheet
- Thinking clearly about retirement, including what you want it to look like before you talk to anyone about how to get there
- Working through a major purchase decision without the financial side being the loudest voice in the room
- Building the language and confidence to participate fully in financial conversations with a partner, a planner, or a board
- Understanding the relationship between your income, your savings, your investments, and your taxes well enough that nothing in your financial life is happening behind your back
What we do not do
We do not sell or recommend investment products. We do not file taxes. We do not negotiate with creditors or manage debt repayment plans. We do not transfer accounts on your behalf or replace the work a CFP, CPA, or financial advisor does. If those services are what you need, the right move is to hire a professional in that role. Financial coaching makes you a stronger client of those professionals, not a substitute for them.
Format and investment
Financial coaching uses the same three formats as the rest of the practice. Same prices. Different focus.
- Clarity Hour. $375. One ninety-minute session for the woman who needs to think clearly about one specific decision.
- Clarity Container. $2,997. Three months, six sessions every other week, for the woman who is ready to do real work on her financial life. By application.
- Clarity Cohort. $1,497 founding rate. Eight weeks, group format, fall 2027. Money is one of the six dimensions the cohort moves through.
Credentials
YNAB Coach Certification is the financial coaching credential. The YNAB methodology is grounded in giving every dollar a job, working with the money you have, and building a forward-looking plan you helped shape. The work draws on that framework, ICF Level 2 coaching training, and Gallup Strengths certification.
Twelve years as a CEO informs the work. So does running a household, carrying a mortgage, and making the same kinds of financial decisions you are making.
The work also rests on a financial story of my own. My family carried more than one hundred thousand dollars in debt at one point, and walked it back to zero through the same kind of disciplined, plan-based work I do with clients now. I am not a coach who learned about money in a textbook. I learned in the years before the certification, the hard way, and the certification followed.
Where to begin
Begin with the Clarity Snapshot
The Snapshot is a six-dimension diagnostic that includes Money as one of the dimensions. It is the cleanest entry point to the practice. If you already know which format fits, you can book a Clarity Hour or apply for the Container directly.