Financial Wellness Courses
These three courses are designed to guide you gently from Clarity, to Confidence, to a future you feel aligned with - step by step, at YOUR pace!
Foundations for Financial Clarity
This coaching path is designed for individuals who feel overwhelmed, stuck, or unsure where to begin.
Together, we focus on building a clear understanding of your current financial picture and creating simple, sustainable systems that reduce stress and bring relief.
This path may be right for you if you want to:
Get organized and understand where your money is going
Create a realistic, values-based budget
Build foundational money habits
Reduce financial anxiety and uncertainty
You’ll gain clarity, structure, and practical tools to help you feel more in control of your finances—without pressure or judgment.
Momentum & Money Confidence
This path is for those who have a basic financial foundation and are ready to create momentum.
We shift from awareness into action—strengthening habits, addressing debt, and building confidence in everyday financial decisions.
This path may be right for you if you want to:
Pay down debt with a clear, manageable plan
Strengthen budgeting and cash-flow consistency
Build savings and emergency funds
Develop confidence and trust in your financial decisions
With ongoing support and accountability, you’ll gain confidence, reduce financial stress, and create steady progress toward your goals.
Vision & Financial Wellbeing Planning
This deeper coaching path supports clients navigating life transitions, long-term planning, or major financial decisions.
Together, we explore not just the numbers, but the values, beliefs, and patterns shaping your financial life.
This path may be right for you if you want to:
Plan for long-term goals such as retirement or career change
Align your finances with your values and life vision
Address money patterns, stress, or trauma with compassionate support
Create a flexible, future-focused financial plan
This path is about creating lasting financial wellbeing—so your money supports the life you want, now and in the future.
Course Comparison Chart
