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As I explain on the Services Overview page, there are three different ways you can work with me: ongoing planning, project engagements & coaching. This page provides an overview of the Coaching Services I offer.


Coaching is the most flexible engagement model, which makes it an attractive option especially if you're just getting started.

The defining characteristic of coaching is that you'll be doing more of the heavy lifting. But don't let that scare you off!

If we were working together on a project (or if we were engaging in ongoing planning), I'd be doing a lot of analytical work behind the scenes and then sharing the results with you. 

In coaching, I'll be helping you (e.g. coaching) you to complete that work on your own. Don't worry! I'll never leave you feeling unsupported. And I have some very handy worksheets and templates to help you on your way. 

Because I do less work outside of our meetings, coaching is generally the most affordable option. That said, I've done my best to price projects engagements affordably as well. 

An elegant view of pencils on marble.

If you're looking for an affordable option to help get your arms around your overall financial life, coaching might be the best frugal option. On the other hand, if you're looking for more extensive help in one particular area (say maybe student loans), then a Project Engagement might well be a better fit.

Unsure which is the right fit for you? No worries, just give me a shout or set up a free 30 minute conversation and we'll sort it out.

Want to jump start the coaching process with DIY resources? You got it! Check out my free Guide to Financial Planning for Therapists. Click here to access!

Click here to get started! 🥳