Welcome to

Integrated Financial Coaching and Planning

I’m so glad you’re here!

Money …

  • touches every part of our lives.

  • can be hard to conceptualize in a world full of plastic cards, taps, embedded finance, and automatic transfers.

Money decisions…

  • are commonly driven by emotions rather than numbers.

  • are rooted in our family of origin, friends, cultural background, media, and a myriad of other influences!

We all have money challenges and questions

It can be difficult to see our money clearly when we do not have a plan… that’s where I come in!

I get energized integrating emotions, behaviors, patterns, and numbers to help divorced and widowed women who are starting over to gain clarity, confidence, and courage with their money and finances in the short and long-term.

Why? In 2013, I was separated and decided to leave a career of almost 20 years as a librarian to become a financial planner and move from the Southern Tier of New York State to Western North Carolina. I went from two incomes to one and then took a position which decreased my income to start on this new path. I have never looked back, learned a lot,  and love supporting women experiencing a similar journey. This is what prompted me to start my own venture.

CLARITY

a clearer picture of where you are today, where your money is going, and how different decisions you are considering may have an affect on your plan; on when your emotions are taking over and some simple exercises to start shifting the behaviors which may no longer be serving you

CONFIDENCE

when making small and large financial decisions that you are considering the ramifications of the how these impact your savings and spending plans and your emotional health; that money is set aside for things you want to and need to do in the future and that this is aligned with your values; you have a plan which will grow, change, and evolve as your circumstances change

COURAGE

to take steps to improve your situation in a way which is unique to you even though it may not be the same as what you are hearing from family, friends, the media, etc.

Book a Q&A with me!

I would love to chat with you to see where you are on your money journey!