Become clear, confident, and in control of your money (together).
choosing when and how you retire
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taking a sabbatical
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choosing to have a stay at home parent
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changing jobs
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changing careers
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choosing what's right for you
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more travel
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intentionally nourishing yourself and family
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giving
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choosing when and how you retire - taking a sabbatical - choosing to have a stay at home parent - changing jobs - changing careers - choosing what's right for you - more travel - intentionally nourishing yourself and family - giving -
What can life choices look like when you’re in control of your money?
You spend one-third of your life working. You spend a fraction of that time managing your money mindfully. It isn’t about making more money or working harder. It’s about thoughtfully and realistically managing what you have, making deliberate and intentional decisions, becoming clear on your habits, and learning financial concepts that put you in control.
Money conversations can feel daunting, but they don’t have to be. This simple set of questions is designed to help you and your partner open up about your financial beliefs, dreams, and values in a meaningful, low-pressure way. By discussing these topics, you’ll discover new insights about each other, align your financial goals, and strengthen your partnership. The goal isn’t to create a budget or crunch numbers—it’s about building a deeper understanding and connection as a team, so you can navigate your financial future together with confidence and clarity.
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Understanding how to use and manage your money can be confusing, overwhelming, and daunting.
Personal finance advice can be conflicting, and not always align with your values and goals.
You’re not sure where your money is going or what you have available to save, spend, or invest.
You have debt and/or a lack of savings, despite making a high-income.
You avoid looking at your bank statements or having money conversations.
You’re not sure what opportunities you can say yes to or what choices you have.
You’re not using your money intentionally.
And that leads to sleepless nights, feeling stress, and stuck. You might feel ashamed or embarrassed because despite being highly educated, great at what you do, and earning a great income, you’re struggling to manage your money.
I’ve helped dozens of people with the tools to become intentional and in control of their money, pay off debt, and create opportunities and choice in their lives. I can help you, too.
Learn the Bottom Line framework to become clear, confident, and in control of your personal finances.
Understand.
Learn about your beliefs around money, your values and goals, how you spend your money, and how you earn your money.
Implement.
Put your new money system to use. Pay off debts strategically, save, and continually evaluate to ensure your money is being used how you want.
Create your spending plan.
The foundation of getting in control and intentional with your money is having a realistic spending plan, the Bottom Line framework.
Maintain.
Determine what other systems are necessary to make your spending plan work. These might be communicating with a partner, creating meal-plans, or other systems for your household.
Protect.
Ensure you have adequate protection for your hard earned money. This can be savings, insurance, understanding your retirement, and making sure you have the right professionals on your team.
Use your money for the life you want. Start here.
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