glow up your finances—Without Skipping Avocado Toast

Let’s Make Your Money Journey Actually Fun

Your finances are as unique as your playlist—no one else is living your life, so why should your money plan look the same as everyone else’s? I’m here to help you create a plan that fits your needs, goals, and yes, even your love for $200-a-month houseplant subscriptions.

This isn’t a boring budgeting session, and I’m not going to judge you for that takeout coffee habit. I’m here to help you take control of your money without stressing over every penny.

Together, we’ll figure out how to hit those big financial goals (like a killer emergency fund or an epic vacation to Argentina) while still enjoying life’s little luxuries—like that specialty hot sauce collection that’s slowly taking over your kitchen.
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Who Financial Services *Typically* Cater To:

Meet Chadwick Barclay IV, CEO of his family’s $72-million luxury golf course empire. He spends his days surrounded by gold-plated swimming pools, helicopter pads, infinity hot tubs and underground bowling alleys. When he’s not adding a fourth Ferrari to his collection or enjoying caviar flown in from France, he’s likely sipping a $10,000 bottle of Italian wine.

Financial advisors are lining up to manage his $23-million portfolio, optimize his tax strategy, and make sure his yachts are properly depreciated (because, obviously, Chadwick needs the help).

But you? You’re not Chadwick. And that’s exactly why I’m here.
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I Work Best With:

• The Latte Lover: You want to enjoy life’s little pleasures—like a $6 lavender oat milk latte—without sacrificing progress toward your $10,000 emergency fund or that dream trip to sip real Colombian coffee in Bogotá.
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• The Dreamer: You make decent money, and yet your savings barely budge past $500 a month. You know you should be doing more and a little accountability is what’s missing to break the cycle.
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• ‍‍The Happy Couple: You love each other, though managing finances together feels like you’re constantly facing the same arguments or stress over dividing bills or saving for big-ticket goals, like a down payment on a home—or the $35K you need for your dream wedding.
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• ‍The Goal-Chaser: You’ve got big dreams—like buying a home or paying off $30K in student loans—but turning them into actionable steps feels overwhelming. Staying on track is tough without a clear plan and consistent guidance.
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• The Divorced Babe: You’re recovering from an unexpected life change, rebuilding your finances, and navigating a whole new set of priorities—including covering all of your expenses solo while also finding room for therapy and self-care.

While the financial services industry fawns over Chadwick, I’m here for you.
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Redesign Your Financial Future

I offer monthly financial coaching at $247/session—no strings attached.

Some folks just need a quick tune-up, while others might need a little more TLC to get everything running smoothly.

Once you’re feeling like a money mastermind, you can switch to quarterly check-ins to keep you on track toward those big, long-term goals.

Here’s how we’ll tackle your finances together:

1. Kick-Off Session

We’ll dive into your cash compass, reviewing your budget, expenses, and current relationship with money. Together, we’ll identify what’s working, what’s not, and create a clear path toward what matters most to you.

2. Money Makeover Masterclass

Next, you'll get exclusive access to my online training, where you'll learn how to create a flexible, easy-to-maintain budget that fits your priorities and lifestyle.

3. Money Allocation

Then, I'll draft your custom budget blueprint, with all the tricky math for bills, savings, debt, and fun money—all done for you. You’ll get access to a personalized financial tool that’s designed to make managing your finances a breeze.

4. Automation

Afterward, we’ll set up your money mover system, automating paycheck deposits into separate accounts for bills, savings, and fun—keeping your finances organized and stress-free.

5. Simplify Your Finances

Finally, we’ll give your bank accounts a financial facelift, simplifying everything so you can effortlessly stick to your budget and stay on track toward your dream money destination!

6. Celebrate

We'll  pop the confetti! All these steps work together to blast away those dollar dramas, leaving you free to enjoy life with a lot more ease and a little less worry!