build wealth with katie
1:1 FINANCIAL Coaching for High Earners
Align your finances with the life you actually want.
Get clear on how to balance saving, spending and investing with your lifestyle goals so you can enjoy your money today while confidently building the future you want.
Private coaching starting at $399/month · No pressure · Free 30-minute call
100% of my clients leave coaching feeling clearer and more confident about their financial future.
You’re doing well financially.
So why does every money decision still feel so complicated?
Maybe inside, it sounds a little bit like this…
Am I investing the right amount?
Which goal should I prioritize first?
Can I afford the house / renovation / vacation /career change?
Where should my extra money go?
How much can I actually afford to spend without ruining my future?
When could I realistically retire or work less?
Are my investments actually set up correctly?
You’re earning, saving, and investing, but no one has shown you how to connect all the pieces & understand how they get you the life that you want.
Get clear. Get intentional. Get everything working together.
first
See your entire financial picture clearly.
Bring your income, spending, savings, debt and investments together on paper so you understand exactly how your money is working today, including what you’re invested in, why you’re invested in it, and what you're paying in fees.
next
Get specific about what you want your money to support.
Define the life you want your money to support based on your priorities and values — from the house and travel to kids, career changes, seasons of rest, and retirement — into real financial goals with actual numbers and timelines.
then
Align your finances with those priorities.
Learn to think through what to change and where your money should go so you're intentionally balancing spending, saving and investing across the life you want today and the goals you're building toward tomorrow.
last
Feel confident making financial decisions as life evolves.
Leave with your finances clearly organized, automated where possible, and simple tools you understand — so when you get a raise, want to buy a house, have a baby, change careers, spend more, or rethink retirement, you can confidently adjust the plan and feel completely confident in your next move.
Your money has grown.
Your relationship with it should, too.
As your wealth grows, the goal isn't just to have more money. It's to feel comfortable being someone who has money and confident using it in ways that reflect what matters most to you.
Throughout our work together, we’ll uncover the beliefs, expectations and old money rules influencing your decisions — from feeling like you should always be saving more to realizing that the version of “success” you've been working toward may not actually be what you want anymore.
Feel good about your money today AND your future.
Financial freedom means not having to choose between being responsible about your future and enjoying the life you've worked so hard to build today.
REAL RESULTS FROM CLIENTS
What Financial Confidence Looks Like
"I’m taking action on accounts I used to ignore. I rolled over an old 401k and started making intentional investment decisions instead of leaving everything on autopilot."
I still spend on the things I want, but now it’s intentional because I understand the big picture, so I don't feel guilty for spending or worried that I'm doing something wrong.
“This has been so, so meaningful and helpful. I can see the connections. I understand where I'm going and WHY I'm making these changes. And it finally feels doable.”
the topics
What we'll work on together:
Spending & cash flow
Spend intentionally without feeling restricted or wondering if you should be saving more.
Investments
Understand what you own, your allocation, fees, risk, and how your investments support your goals.
Retirement & financial independence
Know what you're working toward and when retiring or working less becomes realistic.
Big life goals & decisions
Plan for the house, renovations, kids, travel, career changes, sabbaticals or whatever your version of a great life includes.
Saving, investing & debt
Know how much to put toward each priority and where your next dollar should go.
Money mindset
Work through the guilt, scarcity, expectations and old money rules that can stick around even as your wealth grows.
the details
What's Included:
Private 1:1 Coaching Sessions
Personalized sessions on what matters most to you, in the order you need it.
Your Personalized Financial Roadmap
Clear priorities and next steps for building the life you want.
Custom Financial Tools & Simple Spreadsheets
Personalized tools that turn your financial life into clear, usable answers.
Unlimited Between-Session Support
Get answers and support as questions and real-life decisions come up.
Advisor & Accountant Support
Understand recommendations, prepare questions together, and confidently advocate for yourself.
Your Money Maintenance Plan
Know exactly what to review and do to stay on track after coaching ends.
What's Included:
10 Private 1:1 Coaching Sessions
Five months to work through your actual financial life—not generic financial advice.
Your Financial Roadmap
A clear picture of where you are now, where you want to go, and what we'll tackle together.
Know If You're On Track
We'll run your actual numbers so you know whether you're saving and investing enough for the future you want.
Understand & Optimize Your Investments
Understand what you own, why you own it, how your accounts fit together, and what you can change to reach your goals faster.
A Money System That Works in Real Life
Build a plan for spending, saving, debt payoff, and big goals without feeling like you need to obsess over a budget.
Support With Your Financial Advisor & Accountant
I'll help you understand recommendations, prepare questions, and when helpful, join advisor meetings with you so you can confidently advocate for yourself and make informed decisions.
Clarity on Your Big Money Decisions
Work through questions like buying a house, changing careers, working less, spending more, or other big life choices using your actual numbers.
Unlimited Between-Session Support
Ask questions and get support on decisions as they come up instead of spiraling alone until your next session.
Your Money Maintenance Plan
Leave knowing what to check, when to check it, and how to keep managing your money confidently after coaching ends.
MEET your coach
Hey, I'm Katie!
I know what it’s like to earn well, do all the “right” things, and still feel uneasy about your money.
For years, I had investments, advisors, and financially savvy family to turn to, and I still struggled to understand how all the pieces fit together or what my money could make possible in my life.
But I wanted more than hustling and hoping for the best.
So I decided to understand the system, focusing on the things that actually matter for real-life decisions.
That clarity changed everything.
It gave me the confidence to:
Take months off work without guilt
Step back from my career without panic
Spend intentionally without second-guessing
Make major life decisions from calm instead of fear
Now, I help ambitious professionals build that same clarity so their money supports their life.
I’m a financial coach and educator, not a financial advisor.
I don’t manage your money or suggest specific investments. I help you understand your options, make informed investment decisions, and feel confident managing your financial life.
This work isn’t about chasing higher returns. It’s about clarity, self-trust, and using money intentionally to support an aligned life.
Personalized support for your whole financial life - one decision, goal, and season at a time.
There’s no rigid curriculum or one-size-fits-all order. We start with what’s most important for you right now, build your financial plan around the life you want, and adjust as your goals and life change.
Your coaching includes:
2 private coaching sessions each month
Dedicated time to work through your most important questions, decisions, and next steps in the order you need them.
Your personalized roadmap & financial plan
We’ll run the numbers behind your goals so you can understand what’s possible, what needs to change, and what you can confidently enjoy now.
Investment review + education
Understand what you own, how it works, what fees you’re paying, and whether your investments align with the future you’re building.
Unlimited support between sessions
Questions don’t only come up during coaching calls. You’ll have access to me between sessions when you need clarification or support with a decision.
A plan that evolves with you
New job? Big purchase? Baby? Want to work less? Your finances aren’t static and your plan shouldn’t be either.
3 month commitment, then month-to-month
Your first three months give us time to build your financial plan, work through your biggest priorities, and make sure you understand the why behind your decisions and finances.
After that, continue month-to-month for as long as the support feels valuable.
Individual coaching — $399/month
Couples coaching — $499/month
Imagine feeling this confident and in control of your future.
Amanda maxed her 401k, but didn't know what to do with her extra cash, so over $100K built up in her checking account.
We helped her build a plan for that money and she confidently invested her extra cash, which raised her projected net worth to over ~$1.5 million MORE by age 65.
Her takeaway? “Investing really isn't that hard.”
Mark realized his advisor fees could cost him over $1 million over his lifetime.
Coaching gave him the tools and confidence to manage his investments on his own.
This is for you if…
You're already investing or ready to get started
There are a lot of things you want to do with your money
You need more than a budget. You need to know how the wealth you’re creating is giving you the life that you want.
Conversations about money with your partner feel overwhelming
Conversations about money with your advisor are super confusing
You're doing “the right things” but don't feel clear or confident in where it’s getting you.
You want personalized guidance rather than another generic financial checklist.
If you're primarily looking for debt payoff or someone to manage your investments for you, this probably isn't the right fit.
STILL NOT SURE?
Still Wondering If This Is the Right Next Step?
Let’s talk through some of the most common questions about private coaching.
What if I’m already doing pretty well financially?
That’s actually when coaching can be especially valuable. You may already be earning, saving, and investing — but still wonder if you’re doing enough, prioritizing the right things, or using your money as intentionally as you could be. We’ll connect the pieces so you understand what your money is making possible and can make decisions with confidence.
Do I need a certain income or net worth?
Nope! There’s no magic number you need to hit first. Coaching is generally a good fit if you have money coming in, are already saving or investing in some capacity, and want a clearer plan for how to use it toward the life and goals that matter to you.
How is this different from a financial advisor?
I don’t manage your money or earn a percentage of your investments. Instead, I help you understand your own financial picture, run the numbers behind your goals and decisions, and learn how your investments support the life you want — so you can feel confident making informed decisions for yourself, whether you work with an advisor or not.
I already have an advisor or investment manager — does this still make sense?
Y-E-S! Many women have an advisor and still feel unclear about what’s happening inside their portfolio. Our work together focuses on helping you truly understand your investments so you can feel confident in the decisions being made with your money. I'll help you prep for your calls, make sense of recommendations, and join your calls if helpful. Some clients eventually manage things themselves, while others continue working with an advisor — but with far more clarity and control.
Do you tell me what investments to buy?
I teach you how to understand your investment options and guide you through making your own choices that align with your goals, timeline, and comfort with risk. You’ll learn what to look for — like diversification, asset allocation, and fees — so you can confidently choose and manage your own investments. I don’t provide individual investment advice like recommending you to buy a particular stock, fund, or exact allocation.
What if my spouse handles most of our finances?
You absolutely don’t need to be the “money person” to benefit from coaching. I believe everyone should understand the financial decisions shaping their life — even if their spouse has traditionally taken the lead.
I'll help you build that knowledge and confidence so you can be an active part of the conversation. You’ll always go much further, faster when you both understand the plan and are working toward the same goals.
What Financial Clarity Looks Like in Real Life
Kat & Matt | artist & entrepreneur
1:1 Private Coaching
Turned their monthly cash flow from negative to positive without giving up the things they love — and Kat went from feeling disconnected to empowered as an equal partner in their financial decisions.
Cliff | Video professional
1:1 Clarity & Decision Support Session
Got clear on how much to invest for a comfortable retirement and what it would take financially to move out of California.
A note from Katie:
Hey, there.
If you’ve made it this far, you probably know something about your finances needs your attention, you just might not be sure what the next step should be.
That’s exactly what the discovery call is for.
You don’t need to come prepared or have the “right” questions. We’ll simply talk about where you are, what’s been feeling unclear, and whether working together would help.
If you’re ready for more calm, clarity, and confidence with your money, I’d love to talk. 🤍
Not sure whether coaching is what you need? That's what the call is for. We'll talk through what's feeling unclear, what you want your money to make possible, and whether working together makes sense. No prep required.
FAQS
Are your programs right for me?
I help women & couples who want to:
Optimize their finances using a simple and efficient path to wealth
Balance spending and saving to align with their personal goals
Feel confident talking about money
Gain empowerment to reach their highest potential
Benefit from an accountabili-buddy who's been through it all (That's me!)
Implement new mindsets and make big moves for their future
Find a community of like-minded ladies looking to do the same
If this sounds like you, then yes! Let's connect.
Do I need prior financial knowledge before starting?
Nope! My programs explain everything you need to know right from the start. No shame if you're just beginning! We're all on our own journey, & getting started is the only way to move forward.
Which program is right for me?
I offer various forms of coaching and accountability through online courses, mentorship, and community. Please see the "Coaching" tab for more info on my programs, or reach out to me directly. I'm here to help!
Do you guarantee results?
While my programs have been tested and proven to help individuals and couples achieve their financial goals, students will only get out what they put in! I promise to give it my all to help you achieve your goals, but ultimately it is up to you to implement the lessons you learn. If you are not seeing the results you hoped for and we're unable to turn it around, you are free to cancel future services at any time.