Strategic Consulting + Coaching

I offer strategic consulting and coaching to individuals, partners, small collectives, and business owners in financial and life transition. I especially focus on helping self-employed people find the balance between their work and their financial goals.

My approach combines the best of design thinking and strategy, my International Coaching Federation training, my experience facilitating groups, and my personal experience starting businesses and hefting myself from financial precarity to stability (as much as it’s available to people who work for money in the US, at least).

“I’ve been slowly checking off all the adjustments we outlined together, It’s been an incredible process: I’m already seeing some awesome returns … I feel really fucking powerful.”L.E.

WHAT STRATEGIC CONSULTING + COACHING IS AND IS NOT

You’ll define goals that matter to you, understand financial systems and your options, create a meaningful and do-able plan based on your values, and be supported in taking action that gets you results you care about.

  • For self-employed people: Revising your business model and cash flow systems to come out with new income streams that flow neatly into accounts for the biz, you, and taxes – and an elevated understanding of it all
  • For people earning more income than they expected: Creating purpose and future plan for your savings and “extra” earned income, coming out with both a meaningful snapshot of today and a path to your future goals: automations, giving/donation plan, and seeing the road to those long-term savings/investing dreams
  • For people with windfalls: Taking stock and transforming feelings into action around inheritance, coming out with an understanding of *your* investments, how these things work, who else you need on your team, and ways you can proceed 
  • + coaching packages include a optional seat in an upcoming Money Like You Mean To group cohort

From coaching, you will NOT get:

  • Tax, legal, or investment advice –– I am not a lawyer, an accountant, or an investment adviser! I can help you understand these systems and how to make better decisions within them, and if needed I’ll point you to good people and make sure you know exactly what to ask and look for if you do need any of this guidance for real.
  • A full and proper “financial plan” — pals, most of you don’t need a full Financial Plan. You need your next five steps clarified, so you can move towards “needing a full plan” (if that’s right for you). If you do, I’ll point you to a few CFPs I admire – and also, those cost 3-10x in time and money as coaching, as the service is much broader.

FAQ

What is the cost?

Look here or at the pages for each type of coaching to get the specific costs – in general, I work in packages that start at $550 for individuals.

When and how can we meet?

Private sessions are available via Zoom on Sundays from 1p – 6p MT, Mondays from 2pm – 9pm MT,  and Tuesdays from 4pm-8pm MT.

You’ll choose the time that works best for you when you book your appointment. You book an appointment directly after selecting and paying for the package size you want, with the booking code you receive, over on my calendar.

You’ll get a link to our video call in a confirmation email you get after you book your session, as well as basic prep work. When you book your first appointment, you’ll be asked to fill out a coaching intake form and given a snapshot worksheet.

From the info you share in intake, you’ll be given optional customized prep work for the appointment.

I recommend booking a first appointment at least a week out so you have time to do any prep work and ruminate on the work beforehand.

What happens at an appointment? What’s the approach?

My practice is informed by design thinking, asset-based and trauma-informed approaches, compassionate communication, and lean entrepreneurship methods.

We will laser focus in on defining your situation, goals, and presenting problems so you can leave with clear next steps.

Sessions consists of strategic financial education and action plan development customized to your situation, goals, and values.

Based on what you stated you want to focus on, I use an agile approach to identify and prioritize the most valuable problems to solve, and we focus in on those. As we go “down the list” of what you want to work on, we’ll spend a little less time on each thing. Expect to leave with a customized resource list and action steps document, and a set up spending, savings, or debt plan. Oh, AND with lots of ideas, excitement, and hopefulness. 

I honor intersectionality, want you to have stability, understand artist, freelancer and DIY priorities, and hold progressive values at the core of my work. If you’re here, I LOVE that you are already thinking ahead, it’s only going to increase your successes!

What happened to the sliding scale?!

Coaching is not offered on a sliding scale because my time available for coaching is limited and the work is deep — alternatively, consider a workshop, a sliding-scale week-long intentional personal finance small group coaching cohort, a two-month business-focused deep-dive, an online course, or this self-guided Financial Resilience Workbook.

Sliding scale is still available for certain workshops! Join a Money Like you Mean To group coaching session – these are GREAT “tune-ups” for anyone who’s worked with me in the past as well as a way to focus, learn, plan, and execute on financial goals for folks who want to make a spending or savings plan, get intentional on spending, or revise their business thinking.