Welcome
Personalized coaching, budgeting tools & pro guidance every step of the way
step into greater wholeness
Make Your Goals A Reality
Where do you want to be in 1 year? 5 years? 30 years?
I use proven behavioral psychology strategies to help you dream big, articulate financial goals, and start working towards those goals today. I help you understand commonsense financial advice and make your own informed decisions about saving and investing. I never accept commissions or outside revenue- I am your personal educator, not a salesperson.
Dig Deep & Slow Down
Ready to address your deep money roadblocks and set yourself on the path to success? Often, deep beliefs and inherited 'scripts' that we have about money influence our financial life more than we realize. We'll zoom out, look at the big picture, and start untangling your relationship with money to help get you back on track. I show you how to use the best free budget apps to reach your goals, whether that's to get out of debt or save and invest for the future.
About Me
Anna Yuan, AFC®
Since 2017, I've been helping clients create confident and peaceful relationships with money. I have a fiduciary duty to put your interests as the client first- I never accept commissions or sales incentives. I am passionate about making knowledge and financial success accessible for everyone, and am a registered Accredited Financial Counselor. When I'm not coaching people on their finances, I enjoy gardening, dancing salsa, teaching Chinese, and hiking in the beautiful Pacific Northwest.