Asking questions is the first way to begin to change.

Financial coaching, or financial counseling, has two parts- practical and emotional. We tackle the practical side of money- budgeting, investing, saving, insurance issues, retirement, and more. I help you build your skills so you feel confident and empowered to make your own informed decisions. I always educate my clients about financial literacy, investment options, and commonsense financial advice. Alongside that, we also transform your relationship with money, your behaviors and thoughts, as well as any patterns that may keep repeating themselves in your financial life. As your coach, I help you envision your best future, set goals, and help you reach them. 

Financial planning is more about the paperwork- writing your will, creating a family trust, and forming an estate plan, for example. These are all important elements of financial well-being and I encourage you to work with a Certified Financial Planner to tackle these tasks. 

Coaching is a highly personal process so it looks different from client to client. I work with clients in short-term intensive coaching over a few days (such as an annual finance review and tune-up), a-la-carte sessions for specific targeted questions (such as reviewing or setting up your retirement accounts), as well as 3-, 6-, and 12-month discounted coaching packages where we dive in and are able to make progress on all areas of your finances. 

We meet together and work either online through Zoom, or in person in Portland, Oregon. 

Everyone needs to have tangible financial goals- but if you don't have any right now, we'll start there! We'll zoom out to look at the pieces of your financial life, and slow down to look at your big dreams. Tangible short-term and long-term goals will easily rise to the surface from there. Coaching is the ideal place to start if you don't have any current financial goals. Come just as you are!

I am a nationally-certified Accredited Financial Counselor®, which indicates the highest level of training, coursework, and ethical standards in the field (credential ID #89759821). Alongside this coursework and training, my experience coaching a wide variety of clients since 2017 has provided me with a wealth of knowledge across many different financial topics and life stages. I have always been an educator at heart and by trade; I hold my Master's degree in Education from Stanford University, and BA's in English Literature and Chinese from the University of Chicago. 

What a great question- and one that you should always ask financial advisors! I am a nationally-certified Accredited Financial Counselor® (credential ID #89759821). If you open the national database (Google search for the "AFC Certification Verification page") you will be able to input my name and find my current certification listed. 

I believe in learning through experience! Contact me to schedule a powerful coaching conversation today. You'll see if coaching is something that could be helpful, and if I'm the right coach for you. 

I always offer a complimentary first conversation for us to get to know each other and for you to see where you might want support. I don't sell any other products or services, and there truly are no strings attached. Let's get started! 

Sessions are always 90 minutes so that we can make progress to move you forward each time we meet. For a-la-carte one-time sessions about your specific questions, the fee is $165 per hour. For 3-, 6-, and 12-month coaching packages, the fees are significantly discounted. Payment plans are also available. I am passionate about everyone having the access to education and resources to live their best life- if it seems impossible to come up with any additional money for coaching, let's talk!

Of course, most people do not have a pool of money set aside for coaching- let's talk about how to create more money in your life! I also can create a customized payment plan for you. An investment in yourself now will truly pay larger and larger dividends down the road as you move into financial success. Even if you are experiencing financial hardship now, I have repeatedly noticed that clients who commit to financial coaching see their investment quickly pay for itself. 

I have paid thousands of dollars for my own coaching and believe it works because I've seen its effects on myself and my clients. I've earned that money back and then more. Ask yourself, how committed am I to investing in myself and growing my wealth for the future? 

Schedule a meeting with me in the 'Work With Me' tab to get your questions answered and experience what financial coaching has to offer. I always offer a complimentary conversation for us to get to know each other and for you to see where you might want support.