Financial Coaching

Practical Planning Meets Financial Freedom

Financial Alchemy is not about quick fixes or secret formulas. Rather, it's a powerful approach to personal finance that combines practical strategies with transformative principles.

SCHEDULE A FREE CONSULTATION

Simple Strategies, Empowering Mindset Shifts, Lasting Change

  • Personalized Strategy

    Whether you're budgeting for your first big goal, looking to invest confidently, or trying to break free from debt, we tailor every step to your unique situation.

  • Mindset & Behavior Shifts

    We get to the root of your financial patterns and help you rewrite your money story with practical strategies that stick

  • Holistic Approach

     Finances touch every corner of your life. We'll address your goals in a way that nurtures your overall well-being and aligns with your values.

  • Actionable Steps

    No fluff, no jargon—just clear guidance and doable steps to build momentum and confidence.

How It Works

Is Coaching Right for You?

Our coaching is perfect if you're:

  • Ready to finally take control of your money and accountability for financial decisions

  • Seeking guidance that empowers, in a judgment-free environment

  • Prepared to put in the necessary effort to achieve your financial goals

  • Interested in breaking negative, generational financial patterns

  • Seeking support and an accountability partner
BOOK CONSULTATION

8 Month Financial Wellness Package

For Individuals or Couples

$1850

Payment Plan Option: $1000 deposit + 6 Installments of $180 = $2080

  • 90 Minute Session • Review three months of spending analysis with recommendations for improving money habits and debt reduction.
  • 45 Minute Session • In-depth budget review to ensure plan aligns within individuals' goals and values.
  • 6 Monthly Sessions (30 Minutes Each)
  • A multi-year plan to increase net worth, including investment strategy, retirement plan, and longevity assessment.
  • Behavioral insights into your relationship with money and guidance for balancing out sub/conscious patterns.
  • Personalized money mindset practices.
  • Electronic spending tracker for future budgeting.
  • Up to six 15-min clarification calls and unlimited email and text support.

Looking for a Smaller First Step?

If you're not ready to dive into a long-term program, hourly coaching sessions offer flexible, personalized guidance when you need it. Get quick insights, practical advice, and actionable next steps to start moving toward your financial goals.

Hourly Coaching

Kind Words From My Clients

Group 5

Katie's vast knowledge of personal finance goes far beyond the nuts and bolts of spending, saving, debts, investments, etc. She understands the human element - the mental and emotional dimensions to personal finance. And even more than her knowledge of problems and solutions, she genuinely cares.

– Mike

Group 5

Katie is professional, attentive, knowledgeable and kind, she genuinely cares and wants to help without judgement or pressure. It’s been a very positive experience and we’ve learned a great deal from her. We would highly recommend working with her on your finances as well!

– Rita