Book 1:1 Coaching

Tired of feeling stressed, behind, or unsure with your money?

You want to be responsible…
but you also want to enjoy your life.

Private Budget Coaching is for the person who’s done trying to figure it all out alone and is ready for real clarity, confidence, and forward momentum with their finances.

Together, we’ll build a budget that supports the life you want now and the goals you’re working toward — without shame, restriction, or burnout.

What Is Private Budget Coaching?

This is 1:1, personalized budget coaching over 3 months designed to help you stop reacting to your money and start using it intentionally.

Instead of a one-size-fits-all plan, you’ll get:

• A budget tailored to your real life

• Ongoing guidance and accountability

• Support as your numbers, priorities, and challenges shift

I’ll be there to walk alongside you as we create, refine, and optimize your budget so it actually works — long term.

What You Can Expect Over 3 Months

1. Plan

We start by zooming out.

We’ll talk about:

• Your current financial stress points

• Your short- and long-term goals

• What you want your life to look and feel like

• The things that bring you joy — and deserve space in your budget

This is about aligning your money with your values, not someone else’s rules.

2. Create

Next, we build the foundation.

Together on a Google Meet call, we’ll create your budget in Google Sheets, going line by line through:

• Income

• Fixed and variable expenses

• Debt

• Savings and sinking funds

You’ll leave understanding how your budget works and why each number matters — not just what to plug in.

3. Optimize

This is where real progress happens.

Over our remaining sessions, we’ll:

• Fine-tune your budget as real life happens

• Identify areas to reallocate or adjust

• Create a clear plan for debt payoff, saving, or both

• Find creative ways to stretch your money without cutting joy

You won’t just have a budget — you’ll know how to use it confidently.

What’s Included

• Three 60-minute private 1:1 coaching sessions over 3 months

• A custom budget built around your goals and priorities

• A personalized debt payoff or savings strategy

• Ongoing guidance to optimize your budget as life changes

• Accountability and support during each coaching session

• All of your personal budgeting questions answered

• A monthly Google Sheets budget template to keep using

This Coaching Is Perfect If You:

• Feel overwhelmed or stuck with your money

• Want structure without restriction

• Need accountability and expert guidance

• Want your budget to support your real life — not control it

You don’t need to be “good with money” to start.
You just need support.

Coaching Policy

All three coaching sessions must be completed within 4 months of purchase. Any unused sessions after this period will be forfeited.

Sessions canceled with less than 1 hour’s notice or no-shows (10+ minutes past the start time) will be forfeited and cannot be rescheduled.

These policies are in place to encourage commitment and ensure you get the most out of your coaching — because results come from showing up and doing the work. By enrolling in budget coaching, you're agreeing to this policy.