Cash Flow Planning and Financial Coaching
Organize and optimize your finances
Without a clear strategy and solid systems in place, it is nearly impossible to know where your money is going as money moves electronically in and out of your accounts via direct deposit, automatic payments, credit cards, debit cards, Venmo, and cash, all month long.
Without a clear picture of where your money is going, it’s difficult to know whether you’ve balanced your wants and your needs, both for your present and your future.
It’s easy to feel stressed and guilty about spending money on the things that matter to you, and simultaneously to spend too much on the things that don’t unless you make an intentional plan aligned with your priorities and values.
Figure out where your money is going.
What do you want your money to do for you?
Build and automate systems to keep you on track.
We first dive into where your money is going today (untangle), then we figure out what you want your money to do for you (design), and lastly we build a plan with automated systems to allow you to devote your energy to living the life you want, not worrying about your money (create).
Let's work together
- I will help you gain clarity on your current financial situation and define your financial goals so that you can make mindful money decisions aligned with your priorities.
- I will work alongside you to build a customized, simple, and sustainable system to meet those goals. We will put your system on autopilot so you can spend less time thinking about your money.
- I will help you stay accountable to your plan. You can sleep easy knowing you have saved money for tomorrow, and you can spend money today without stress or guilt, knowing your money plan is in balance.
- Money is not the end goal, but money is the means to achieve your dreams, so you can’t ignore it.