Know exactly where you stand financially — and what to do next.
1:1 financial coaching for high-achieving professionals who are earning, saving and investing, but still wonder: Am I doing enough? Can I afford to spend more? And am I actually on track for the life I want?
Understand your money. Build a clear plan. Make financial decisions with confidence.
REAL RESULTS FROM CLIENTS
What Changes When You Finally Know You're on Track
"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.”
You've done so much right with money. So why doesn't it feel that way?
You make good money. You save. Maybe you even invest. You've built more than you sometimes give yourself credit for.
But there's still this nagging uncertainty underneath it all...
Am I actually on track for the life I want?
Am I investing enough... or too much?
Can I afford to spend more now?
Could I work less without screwing up my future?
Are my investments even set up the way they should be?
So instead of your money creating freedom, you keep doing what you've always done: earning more, saving more, investing more... and hoping it's enough.
But building wealth was never supposed to be the end goal.
The goal is knowing how to use it to build the life you truly want.
You don't need another app, spreadsheet, or advisor.
You need someone who can walk you through exactly what's going on with your finances and how to set yourself up for financial success in a way that you actually understand without feeling ashamed, overwhelmed, or confused.
That's where 1:1 Financial Coaching comes in.
A private, personalized coaching partnership designed to help you understand your money and implement a system that gives you financial security later and the confidence to make bold life choices now.
Get Answers to the Money Questions Keeping You Stuck
You don't need to become a financial expert. Together we work through your actual numbers so you can answer the questions that affect your life.
AM I ON TRACK?
Am I investing enough — and when can I realistically retire?
See what your current saving and investing are building toward, whether you're on track for the future you want, and what — if anything — needs to change.
SPEND OR SAVE?
How much can I afford to spend without messing up my future?
Know what you can comfortably spend and enjoy now while still making progress toward the things that matter later.
WHAT SHOULD I DO NEXT?
Should I invest more, save more, or pay off debt?
Figure out where your next dollar should go based on your goals, timeline and actual financial picture — instead of following generic money rules.
BIG LIFE DECISIONS
Can I make this big life change and still be okay financially?
Run the numbers on the house, career change, time off, travel, retirement or lifestyle upgrade so you can make the decision from clarity instead of fear.
UNDERSTAND MY MONEY
What am I invested in and is it right for me?
Understand what you own, why you own it, how it fits together and whether your investments actually support your goals.
Money shouldn't feel this confusing.
You shouldn't leave a meeting with your financial advisor more confused than when you walked in or feel like you have to Google finance bro jargon to understand your own money.
Ready to get started?
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.
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.
Imagine feeling this confident and in control of your future.
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 but had no idea how they worked. It made spending feel irresponsible and slowing down feel risky.
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 3+ months off work each year without guilt
Step back professionally 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, not the other way around.
I’m a financial coach and educator, not a financial advisor.
I don’t manage your money or tell you what to invest in. I help you understand what you already have, ask better questions, and make decisions you trust.
This work isn’t about chasing higher returns. It’s about clarity, self-trust, and using money intentionally to support an aligned life.
STILL NOT SURE?
Still Wondering If This Is the Right Next Step?
That’s totally normal.
Most of the professionals I work with don’t hesitate because it's not the right fit.
They hesitate because they’ve learned to be careful, responsible, and thoughtful with money. There's no shame in that!
Let’s talk through the most common concerns.
“I can figure this out on my own."
Of course you can. But most women spend months or years wondering: "Is my portfolio actually good?" As your coach, I help you understand your investments, whether they make sense for your goals, and how to make aligned life decisions while feeling totally confident with your money. Think of it like hiring a personal trainer for your money: faster results, less guessing, more financial and personal growth.
“Now is not the right time.”
There’s never a perfect moment. The sooner you start, the sooner you’ll gain clarity, confidence, and a system that actually works for your life AND keep your money growing along the way. Imagine where you could be 6 months from now with clarity, confidence, and a plan that actually works for your life.
“Why wouldn’t I just hire a financial advisor?”
Many financial advisors charge 1% of your investments or more every year to manage your money for you. Over time, that can add up to millions of dollars lost to fees. Through coaching, I help you learn how to confidently invest on your own for a fraction of that cost. Instead of relying on someone else, you become someone who understands, builds, and controls your own wealth — a skill you keep for life.
"What’s the difference between financial coaching and working with a financial advisor?"
Financial advisors and financial coaches serve different roles. An advisor may manage your investments or recommend specific financial products. I don’t manage your money or tell you what to invest in.
Instead, I help you understand what you already have, run the numbers behind your goals, and make financial decisions with confidence.
And if you already work with an advisor? Great. Coaching can help you understand their recommendations, ask better questions, and feel like an active participant in your own financial life. If helpful, I’ll even join you on calls with your advisor so you can understand what’s being discussed, keep the conversation focused on what matters most to you, and confidently advocate for yourself.
Ready to Explore Working Together?
The first step is a free discovery call — a relaxed, no-pressure conversation where we:
- look at where you’re feeling stuck
- talk through your goals
- decide together if this support makes sense
If you've been wanting to get your finances figured out for a while now, this is your sign.
Your money doesn’t need to feel confusing, vague, or uncertain. It can support the life you’re building.
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.