Why not now?
Tired of traditional advisors only concerned about assets? Or being spoken at, or even ignored during client meetings? We know that wealth is more than money and I get that you are unique, just like me. And because of that, there are several ways we can work together.
See what seems in alignment with what you think you might need or want to learn more about, and then schedule a "Q & A Call". You'll leave with at least actionable step for consideration and we'll identify if there's a way for me to support you, or your organization directly or provide you with a another resource, including a another professional or an organization.
A Different Approach to Financial Planning
My career has taken many turns since realizing that life wasn't about having more; it was about having my wealth serve my whole life vision. From having my own firm in New York to working as an investment manager at Schwab, serving as a mediator and financial advocate for divorcing couples and providing financial counseling for military and federal employees. Each role has deepened my understanding of the traditional financial planning misses the mark for high achieving women.
We don't need more spreadsheets and just better investment returns.
We need financial strategies that honor both our drive and authentic desires to ease flow and meaningful impact.
Throughout my journey I've come to understand that true wealth encompasses so much more than money.
Because finances and emotions are so closely linked, real Financial Sovereignty™ includes our emotional, spiritual, relational and physical well-being.
I believe that we're at a critical point where women's financial empowerment is essential for positive world change, with the historic wealth transfer happening over the next decade, women will control the majority of household wealth.
It isn't just an opportunity, it's a responsibility to model a new paradigm of success that integrates achievement within authentic alignment.
Financial Coaching
You're earning 6 figures or more
So why does it still feel like you're living paycheck to paycheck?
You've built the career
You're likely to breadwinner or financial decision maker in your household
You're income is high - but so is the pressure
You're working harder than ever, but your net worth doesn't reflect it
Your spending keeps scaling with your success, and it feels like there's no breathing room
You're managing everything - your career, household, aging parents, maybe even a divorce - and feel overwhelmed by the complexity of managing it all
You're successful on paper, but you feel financially restless and stretched.
If you have ever thought:
"There has to be a better make my money work for me"
You're in the right place
ACHIEVE FINANCIAL SOVEREIGNTY &
ELIMINATE SIX-FIGURE FINANCIAL RESTLESSNESS
Even though you're successful at earning, you don't feel secure because you haven't figured out how to build more wealth
You're missing family milestones due to work demands driven by financial pressure and experiencing the beginning of both emotional and physical burnout
You want to feel confident about your financial decisions and have your money work strategically for your whole life vision, but you find yourself constantly second-guessing a lot of your financial choices
Here's what's really happening (and why), and it has nothing to do with your intelligence, capacity or work ethic.
You're caught in what I call the High-Earner Cycle of Pursuit™
This is what happens when the higher earning successful women (especially bread-winners) provide for and take care of everyone around them and have spent so long pursuing what they think they and the family should want, that they've lost touch with what they actually need both externally and internally.
As providers and caregivers, you want to take care of everyone's needs - your partner's dreams , your family's security, your children's opportunities, and your aging parents, But through this, you've lost sight of the difference between true needs and expected needs, which means you wind up funding lifestyle built on constantly chasing for the next level, rather than authentic priorities that come from a place of true intentional awareness.
Listen you're smart. You see yourself as a doer who takes action, achieves and is great at making money. But constantly being in this masculine energy has meant that you've shut down your capacity to BE, to receive, to FLOW and rely more on your intuition about what's really important to you.
This creates financial success without fulfillment or the persistent sense that something important is missing.
Coaching starts at $497, with 30 day, 4 month & 7 month options and 12 month subscription plans
I believe that everyone deserves to feel financially secure and have the tools to build a richer fuller life. - Michelle
Together we'll can even map up out who you pay, what you pay, and when.
That includes your savings, as well as agreed upon milestones along the way, so you can gauge if you are meeting your financial goals.
Get a detailed picture of your financial life and get clear on what has been holding you back from achieving your goals.
Just like driving directions, we need to know the starting point before a plan can be made - it's not just numbers!
1 - Get Clarity through Analysis
2 - Design a Roadmap
3 - Implement Your Plan
As a your Financial Coach, I will take a
high-level look at your financial life, and create a plan that will take into account your cash-flow, expenses and
both short and longer term goals.
Everyone is different, includig their money story, so be assured that together, we will create a plan unique to you.
Financial Planning
Retirement Planning
Saving for retirement and withdrawing in retirement are 2 distinct phases with different needs and strategies - yet both need to consider tax planning to be most efficient and reduce risk. Let me help you maximize your IRA's, 401K, and small business retirement savings needs to ensure you are on track to retire comfortably.
Education & College Planning
Your partner in analyzing college funding and withdrawal payment strategies for children & grandchildren to ensure they make sense for your situation.
Sandwich Generation
Disability or age can leave you in a position to care for a parent while raising your own children. This can create another set of considerations to navigate, increase expenses and create stress; medicaid/medicare, skilled care, nursing homes, in home help, doctor visits. I've been there and understand.
Tax Planning
Paying off your home doesn't always make the most sense. Withdrawing from retirement assets in a less efficient manner helps dissipate assets quicker.
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Risk Management
The point of insurance is to mitigate your loss of income or assets due to Illness, disability or death. Periodic reviewing of disability, life, auto, annuity & long term care policies ensure they still make sense.
Estate Planning
Working with your or my trusted legal & tax professionals to review trust, wills, and beneficiaries designations to support your legacy wishes and reduce potential exposure to estate tax and probate costs.
How we can work together...
Ongoing Financial Planning
A collaborative partnership designed to build confidence, clarity, and long-term success.
Year 1: Financial Life Review + Comprehensive Plan + Financial Education
Your first year begins with an in-depth exploration of your financial life — covering retirement, tax, investments, cash flow, insurance, and estate considerations — while integrating your goals and values into a cohesive plan. (can be 1 time planning)
Year 2 and Beyond: Implementation + Ongoing Support
Continue with regular plan reviews, quarterly check-ins, and as-needed consultations (up to 2 hours annually) to ensure your strategies adapt to changing goals and life events.
Ongoing financial planning is about more than numbers — it’s about creating confidence, direction, and alignment so your financial life continues to reflect what matters most to you.
1 time planning and 12-month subscription plans
(starting at $3900 or $350/mo respectively based on complexity)
Clarity Sessions & Project-Based Financial Guidance
Because sometimes you don’t need a full plan — just a place to start.
Maybe you’re navigating a big change — a new job, a growing family, a business sale, or a divorce — and you need straightforward, judgment-free guidance to help you find your financial footing.
These short-term, project-based engagements offer focused direction, helping you sort through decisions and take action with confidence. Choose from a one-time “Ask me anything” conversation or a 3-Meeting Project Series to dive deeper into specific goals.
These sessions are designed for clarity, not complexity — a chance to reconnect with your values, make informed decisions, and take the next step toward your version of abundance.
Not sure if you're ready to eliminate Financial Restlessness™?
Money Coaching
Individual
4 step process - Individual Money Coaching is a process that involves 4-5 sessions that explore your relationship with money using the 8 Money Archetypes as developed by the work of Deborah Price. Through this process you will uncover feelings and beliefs around money and discover where those came from; understanding your money Archetypes, where and when they show up, as well as how they play together and the reasons behind your conflict of issues with money. We'll examine how these experiences have manifested in your life, affected your personal or financial decision making and what may be holding you back from taking actions or shifting your perspective. Once we have begun to understand the WHY, we can heal and clear those unconscious holds and stop running on autopilot and being frustrated by the same outcome.
This experiential program brings to light areas that you may not have been aware of. You'll learn how we as humans are hard-wired around money and many times react from an unconscious place (usually getting an unwanted result). Once you have a better understanding of your basic money patterns and where they came from, we can begin developing an action plan. But let's be honest, real change can only take place if you are willing to do things differently than they have been done in the past, this includes implementing new strategies and actions.
Group Coaching circles
Take your Money Type QUIZ!
Got a group? Maybe from work, friends, church or family? Group circles can be facilitated at a reduced rate.
Use the button below to schedule time to learn more about individual or group Money Coaching, or to receive a complimentary review of your Money Type Quiz results.
Divorce Financial Planning
Providing Financial Guidance during the Divorce Process
Under our sister company, Being Mindful in Divorce, I collaborate with individuals clients, couples, mediators, attorneys and other professionals during your divorce process. Providing financial expertise around retirement assets, pension valuations, RSU's, separate & marital property with a tax efficient approach. Divorce has a big impact on you; your family, and your financial future. Divorce Financial Planning can help you take control and make sound decisions, so that the outcome of your divorce doesn’t cost you needless dollars.
Done with procrastinating and confusion on where to begin? Stressed by money matters?
Desiring awareness and understanding of limiting money beliefs and triggers?
Wanting to create financial security and stability?
Wanting more time and money to do the things you love? The freedom to and enjoy life's pleasures?
Looking for accountability, partnership, and guidance in developing skills and measurable goals?
I can help you do all this and more by getting clear on your current situation, defining goals and developing a personalized game plan with strategies to keep you on track.