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


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.