Mastering your money shouldn’t feel confusing or overwhelming.
You deserve a clear plan, personalized guidance, and the confidence that you’re moving toward a stronger financial future—step by step.
That's where coaching comes in.
This private coaching experience is designed to help you build a healthier money life with simple systems, supportive accountability, and strategies you can actually stick to.
Financial Coaching
Gives You the Tools to...
Improve Cash Flow
Learn how to manage money in a way that aligns with your goals and values while replacing bad habits with smart, sustainable ones.
Eliminate Debt
Increase Savings
Discover how to consistently save for emergencies, major purchases, and future goals without feeling deprived.
Achieve Your Goals
Whether it’s buying a home, paying off debt, or saving for retirement, learn how to set clear, measurable, and achievable goal.
Build Lasting Wealth
Navigate Transitions
Whether you’re changing careers, expanding your family, or starting a business, plan ahead with clarity and confidence.
Increase Generosity
Develop a giving plan that supports the causes you care about while maintaining peace of mind.
Plan for Retirement
Get Organized
Simplify your money life by syncing all your accounts in one place for easier tracking and less stress.
And so much more..
Ready to Master Your Money and Transform Your Life?
The Coaching Process
Step 01
We’ll discuss where you are on your financial journey, what you are hoping to accomplish, and any challenges you may be experiencing.
Step 02
After signing up, you’ll get a secure link to connect your data to your new dashboard so we can get clear on where you are and develop a plan to move forward.
Step 03
Get ongoing accountability, support, and guidance to stay on track and reach your financial goals faster with confidence.
Transformative Coaching. Transparent Pricing.
MONTHLY
COACHING
$125
PER MONTH
What’s Included
- All-In-One Dashboard to view all your accounts, track your income and spending, plus monitor your progress toward financial goals.
- Custom Financial Plan built around your unique vision and values—with realistic targets to help you move forward.
- 1 (50-minute) Coaching Call for personalized guidance to help you implement your plan and address questions as they arise.
- Actionable Insights to complete between sessions to help you keep moving forward and reach your goals faster.
- Unlimited Email Support for guidance when something comes up or you need clarity between sessions.
BI-WEEKLY
COACHING
$195
PER MONTH
What’s Included
- All-In-One Dashboard to view all your accounts, track your income and spending, plus monitor your progress toward financial goals.
- Custom Financial Plan built around your unique vision and values—with realistic targets to help you move forward.
- 2 (50-minute) Coaching Calls with personalized guidance to help you implement your plan and address questions as they arise.
- Actionable Insights to complete between sessions to help you keep moving forward and reach your goals faster.
- Unlimited Email Support for guidance when something comes up or you need clarity between sessions.
Imagine Your Life Months From Now…
Debt shrinking, savings growing, retirement on track, and peace of mind knowing you’re goals are within reach. That starts with one decision today.
Need more information?
It’s a no-pressure, 30-minute conversation where we talk about your goals, challenges, and financial priorities and see if this is the right fit for you.
In order to get the most out of our time together, please have the following documents or account access available if applicable:
- Your latest pay stub
- Checking/Savings account statements
- Investment account statements
- Retirement plan statements
- Company benefit statements
- Life insurance policies
- Education savings statements
- Financial aid and tuition amounts
- Mortgage Statement
- Loan and credit card statements
We’ll only discuss the information you feel comfortable sharing. The more accurate the details, the more helpful and personalized your recommendations will be. Everything you share is kept private and confidential.
Not at all! Some clients come because they need help with debt, others want to save more, and some are ready to focus on investing, giving, or legacy planning. Coaching is flexible and adapts to your unique situation.
This coaching is comprehensive. We don’t just look at numbers—we align your money with your values and vision for your future.
If you want to manage money with less stress, more clarity and confidence, and build a stronger financial future, this program was designed for you.
Simply click the “Get Started” button, choose a time that works for you, and fill out a short intake form. That’s it!
AFFILIATIONS & CERTIFICATIONS
Hi, I'm Kessa—Financial Coach
With over two decades of experience in corporate accounting and IT plus a passion for problem solving, I equip women and families with strategies to improve their cash flow, eliminate debt, and build lasting wealth with clarity and confidence.
If you are tired of trying to figure it out on your own, I’m here to guide you with wisdom and care.