Turn Your Financial Traumas into Triumphs

As an Accredited Financial Counselor with a background in corporate banking, I've conquered both professional challenges and personal debt—paying off over $500,000.

My journey sparked a mission: guiding others to financial peace while shattering financial taboos.

COACHING PACKAGE

 

Discover Financial Wholeness

Feeling like your finances are stuck in a never-ending spell of stress and uncertainty?

You're not alone—and you're in the right place

We blend practical money strategies with a bit of magic — the kind rooted in mindset, habits, and self-empowerment — to help you transform your relationship with money.

 

  • FINANCIAL WELLNESS JOURNEY

    An 8 month journey to rewrite your financial story.

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  • HOURLY COACHING

    Flexible, focused sessions that deliver expert financial advice and quick solutions for your unique challenges.

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  • RESOURCES

    Tools, calculators, and tips to keep your finances thriving.

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Guidance for Every Milestone of Your Financial Journey

Money Mindset

Budgeting

Credit

Debt

Retirement

Home Buying

Student Loans

Transitions

Estate Planning

Risk Management

Advice For the Road to Financial Wellness

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  • Worry to Wealth: Understanding Anxious Money Attachment Type

    Worry to Wealth: Understanding Anxious Money Attachment Type

    If you (like me) have the 'Anxious' money attachment style, you may compulsively save, avoid discussing money, or overwork in hopes you'll one day feel financially secure. Did you know it's possible to simultaneously improve your financial situation and heal...

    Worry to Wealth: Understanding Anxious Money Attachment Type

    If you (like me) have the 'Anxious' money attachment style, you may compulsively save, avoid discussing money, or overwork in hopes you'll one day feel financially secure. Did you know it's possible to simultaneously improve your financial situation and heal...

  • This month: Discover Your Money Attachment Style!

    This month: Discover Your Money Attachment Style!

    Ever wonder why you panic when bills arrive or why you (or your partner) seem unbothered by maxing out credit cards? Our money attachment styles drive these behaviors. Once we understand them, our financial lives improve drastically.

    This month: Discover Your Money Attachment Style!

    Ever wonder why you panic when bills arrive or why you (or your partner) seem unbothered by maxing out credit cards? Our money attachment styles drive these behaviors. Once we understand them, our financial lives improve drastically.

  • Spring Clean Your Finances in 20 Mins

    Spring Clean Your Finances in 20 Mins

    These days my kitchen floor is perpetually a canvas for muddy paw prints. 'Spring Cleaning' applies not only to our home-life but also our financial house!

    Spring Clean Your Finances in 20 Mins

    These days my kitchen floor is perpetually a canvas for muddy paw prints. 'Spring Cleaning' applies not only to our home-life but also our financial house!

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Kind Words From My Clients

Group 5

We cannot recommend Katie enough! We’ve worked with her for 6 months and she has helped us set up a budget, understand retirement savings and index funds, as well as set up a high yield savings account. Particularly important, Katie gave me the confidence to pay off my student loans, which was a huge relief after many years of stress.

– Rita

Group 5

Working through personal finances can be an incredibly vulnerable, scary and/or stressful process. Katie radiates non-judgment, compassion and joy, making the process safe and even fun. At the end of the day, she empowers you to go farther than you ever thought possible.

– Mike

Group 5

Katie is very intuitive, professional, and thorough. She recommends strategies and follows up with you if you have questions.  She has a firm knowledge of financial coaching and is an expert on getting out of debt, staying out of debt, and using your money wisely. My husband and I were very impressed with her report and we implemented her suggestions into our financial plan! 

– Laura