Financial Wellness

Congratulations, you have taken your first step toward financial wellness by identifying it as your #1 financial goal!

Below are some resources to help you in your journey.

First, what is financial wellness? financialwellness

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Financial wellness often requires more than simply changing your money behaviors.  It also requires some work on your emotions and beliefs around money.  Here is the model I follow in my financial coaching practice:

For more details on the pursuit of financial wellness, here is my 20-minute video from Facebook Live.

As described in the video above, I have identified 6 steps to help you increase your financial wellness. I am happy to share them with you, just enter your email address in the box below and hit “subscribe.” Within 5 minutes, your inbox will receive my template of 6 steps complete with the areas of focus (mental, spiritual and physical) each step requires.

Sign up to receive my blueprint:

“6 Steps to Financial Wellness”


When you click “Subscribe” above, your email address will disappear while you receive a confirmation email. I may send you occasional emails in the future to let you know of other free resources that will help you on your journey.

Click here to schedule a 30-minute complimentary phone consultation to discover what your path to financial wellness will look like. During this time, we will decide if we are a fit for a financial coaching relationship. I am limited in the number of clients I can take on, so I only engage clients who truly need my services. For the rest, I will happily provide referrals to other professionals when necessary and give you some guidance on the best course of action.