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Absolutely. If you’re juggling personal and business expenses, irregular income, or lots of accounts, you’re in the right place. The Evolving Wealth Pathway is specifically designed for people with complex financial systems—like business owners, self-employed professionals, or couples combining finances. We’ll work together to build a system that brings clarity to the chaos.

If you’re juggling personal and business expenses, irregular income, or lots of accounts, you’re in the right place. The Evolving Wealth Pathway is specifically designed for people with complex financial systems—like business owners, self-employed professionals, or couples combining finances. We’ll work together to build a system that brings clarity to the chaos.

While Monarch Money is a top recommendation, I also work with YNAB, Quicken, Simplifi, EveryDollar, and Origin. During coaching, we’ll choose the best app for your needs, or improve the one you’re already using. The focus is on building a system that fits you, not forcing a specific tool.

Due to high demand, I don’t offer free consultations at this time. However, when you sign up for the waitlist for the 6-Month Evolving Wealth Pathway, you’ll be invited to a consultation to see if it’s the right fit.

For all other services, you can take the quiz on the homepage to get a personalized recommendation—or email me your questions and I’ll help point you in the right direction.

Yes! If you’re looking for focused help setting up Monarch Money, you have two great options:

• Monarch Personal Tutorial – A one-time, 45-minute session to clean up your accounts, personalize your categories, and get your rules and workflows working for your situation. This is perfect if you’ve already started with Monarch but need expert guidance to make it work smoothly.
• 2-Hour Budget Intensive – Available exclusively inside the Sustainable Budget Program, this deep-dive session includes a full budget walkthrough, financial goal setting, and Monarch Money setup from start to finish. We’ll build your entire system together so you can walk away with clarity and confidence.

If you’re not sure which is right for you, take the quiz to find the best service for you, or email me! These sessions also serve as a Monarch Money tutorial for anyone looking to maximize the features of the Monarch budget app.

Financial coaching focuses on helping you manage your day-to-day money like creating a budget, improving cash flow, paying off debt, and aligning your spending with your goals. This hands-on, strategy-focused service will help you create a cash flow system that works for your real life.

Financial advisors and planners typically focus on long-term planning, like investing, retirement accounts, and tax strategy. They often manage assets or sell financial products.

As a financial coach, I do not offer investment advice, bookkeeping, accounting/tax prep, retirement advice, tax strategy, etc. We focus on spending and income to help you make decisions in these other areas that those professional will help you with.