Hourly Coaching

Financial Alignment on Your Terms

Personalized financial advice when you need it—without the long-term commitment.

SCHEDULE A FREE CONSULTATION

Quick, Focused Guidance to Spark Your Financial Transformation

Whether you’re looking for insights into budgeting, saving, or navigating a big financial decision, our sessions offer actionable guidance that aligns with your unique goals.

  • Personalized Advice

    Get tailored recommendations to solve your specific financial challenges.

  • Flexible & Convenient

    No long-term commitments—just book when it suits you.

  • Strategic Guidance

    Whether you're building a budget or making a big decision, get the direction you need.

  • Quick Wins

    Walk away with actionable steps that move you toward your financial goals.

Hourly Coaching Sessions

Personalized financial advice when you need it—without the long-term commitment.

Hourly Coaching is perfect if you:

  • Need quick insights into your finances but aren't ready for a long-term program.

  • Are facing a specific financial challenge
    and want expert advice.

  • Are new to financial coaching and want to dip your toes in before committing to a full program.

  • Want to build confidence in your financial decisions with guidance from a pro.
BOOK CONSULTATION

Guidance for Every Milestone of Your Financial Journey

Money Mindset

Behavioral insights into your money habits and guidance for balance.

Budgeting

Build a realistic budget that aligns with your lifestyle.

Credit

Improve credit scores and maintain healthy credit habits.

Debt

Prioritize debt payoff and break free from financial stress.

Estate Planning

Learn why having a will is essential for everyone.

Student Loans

Understand repayment options and secure sufficient coverage.

Home Buying

Navigate the home-buying process with confidence.

Risk Management

Protect your assets with the right insurance coverage.

Transitions

Adjust your finances for life changes, like a new job or growing family

Retirement

Maximize employer-sponsored benefits or save independently.

Hourly Coaching

For Individuals or Couples

$150/hr

Schedule When You Wish - No Comittment Required

  • Customized Financial Plan: Develop a tailored plan addressing specific needs, based on financials.
  • Accountability and Support: Regular check-ups for motivation and progress tracking.
  • Behavioral insights into your relationship with money and guidance for balancing out sub/conscious patterns.
  • Education and Tools: Access to education & resources to enhance financial literacy.
  • Money Mindset Exploration: Identify and challenge negative money beliefs.
  • Actionable Steps: Specific tasks to implement new strategies and make lasting changes.

Looking for Monthly Coaching & Accountability?

The 8-month Coaching Package dives into your financial history, helps you reset your money mindset and builds a personalized strategy to achieve your financial goals.

Coaching Package

Kind Words From My Clients

Group 5

Katie is very intuitive, professional, and thorough. My husband and I were very impressed with the report she presented to us and we implemented her suggestions into our financial plan!

– Laura

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