Claire taught me about my boundaries and how I need to advocate for myself more. I’m learning how to focus on my needs first.
After 1 year here, I’ve made huge personal life changes, got a new job with a much higher pay, built my savings, and paid off my debt.
Thanks Claire for pushing me in a very loving way!
Claire just knows how to get on your level! She’s so relatable and VERY smart.
I never feel overwhelmed working on my money with her. I have a solid plan for my finances now, and have made huge strides! Like emergency money and paying off tons of debt. Forever grateful for my coach!
Annie has really helped me get on the right track with money!
She’s energizing, clear, patient, and knowledgable.
I dreaded looking at my money before coaching, and now it’s actually...fun...I even look forward to it!
I was so lost with my money before I started working with Annie. She gave me a clear path, motivates me to spend less, and put money towards my goals.
Now I’m making progress...that’s something I wasn’t able to say before!
We are a team of personal coaches that help people money intentionally, so they can live that way too. We work with people to overcome the emotional roadblocks that come with money, set financial goals, and achieve them.
If you've been wanting to do something differently with your money, or with your life (that requires money), but haven't been able to make that change on your own, money coaching could be the thing that changes yoru life.
Most of our members come to us for this reason: they know they want to act and feel differently with money, and have not been able to do it on their own.
Our coaches help them create a clear action plan to make the changes they want, then offer guidance, support, and accountability every step of the way.
Our coaches are certified experts trained in both the behavioral and personal finance side of money.
They’ll help you understand your relationship with money, organize your financial life, help you identify and build your life goals, and establish and uphold personalized habits and behaviors around money.
We require our coaches to have completed at least one external training program, including rigorous financial coach trainings from the Association for Financial Counselling & Planning Education® (AFCPE®), the Money Coaching Institute, or the Financial Coach Academy.
Money coaching is about helping you achieve your financial and life goals, by addressing both the numerical side of personal finance (i.e. how much you should save, what to prioritize, how to budget), and the behavioral side of money (i.e. why you might struggle to save, how to build healthy habits around money, or how to overcome the stress around financial decisions).
Coaching is great for anyone who needs help navigating the emotional and confusing rollercoaster that is money.
Financial Advisors are more like money managers. They help you understand your investment options and help you pick the right investments for your portfolio. They generally take on clients with a minimum amount of wealth, meet you a few times a year, and often have complex fee structures.
Unlike a financial advisor, our Money Coaches don’t handle your money, and won't provide investment recommendations. They also aren't going to sell you on tools or financial products. Rather, they help you face the emotional and behavioral challenges you may face, while pursuing your life and financial goals. They’ll be with you as often as you need to provide insight, knowledge, support, encouragement, accountability, and actionable tools to help you make informed decisions.
Start by taking the Money Quiz here. From there, you’ll be able to sign up for monthly coaching.
When you sign up, you’ll be paired with your personal Money Coach. They will work with you to understand your full financial picture, and help you define key goals and outcomes.
Your coach will be available to you by text. They’ll check in with you regularly, give you guidance on what to do and when, and ensure that you’re on track while helping you stay motivated!
You’ll also be invited to monthly group-coaching calls to work on other money issues. It’s a great opportunity to meet others in the community.
Your membership to the service includes:
We think of financial goals and life goals as one and the same.
We’ll help you with goals and decisions including:
Yes! All your information is managed in accordance with local information security requirements and anything you share with your coach is confidential.
We work at your pace. We’ll push you if you want us to, or back off if you want to take it easy. That said, we typically see our clients benefit from 3-4 months of coaching. That’s when they’re able to get financially organized, build a healthy relationship with money and start achieving their goals.
You can cancel your membership at any time, and the service will be available to you until the end of that billing period.
