support is flexible and can include:

values: identify values and how to align behavior and money with values
goals: identify life goals and how to align behavior and money with goals
emotions: identify and care for emotions and money feelings
relationships: witness how money and resource shows up in relationships
financial literacy: spending, saving, debt, budgeting, math, etc.
referrals: recommendations for resources based on your needs

to request one-on-one support:

intake: you complete the intake form (below)
scheduling: within two weeks, I will follow up via email to schedule a complimentary discovery session or seek clarification
complimentary discovery session: we meet for 45 minutes to discuss what’s present for you and make a plan to meet your needs
continued scheduled work: at your own pace, typically once a month for 60 minutes, and requires a payment plan

pricing

for those who are
- stably employed or stably self-employed
- stably housed
- able to cover survival expenses (as defined by you; typically, housing, food, healthcare, transportation)
- occasionally dine at restaurants or buy entertainment experiences
- able to afford minimum debt payments
- generally, folks making less than $85k/annually, but circumstances vary
for those who
- have the equivalent of at least one month of necessary expenses in a savings account (not including retirement accounts)
- have no high-interest debt obligations OR have the ability to pay off high-interest debts in less than 12 months
- have the ability to regularly dine at restaurants, travel, or buy luxuries and entertainment
- generally, folks making less than $120k/annually, but circumstances vary
for those who
- earn income greater than $120k OR
- have assets valued at greater than $500k OR
- survive on passive income such as investments or gifts OR
- expect to inherit $1 million or more
- package includes 2 solo sessions per individual and 2 sessions together (total 6 sessions)
- $1000: generally, if both people are in community A, I recommend the cost of this experience be split some way between each person
- $1600: generally, if one person is in community A and another in community B, I recommend that the community B person funds a majority of this experience
- $2000: generally, if both people are in community B, I recommend the cost of this experience be split some way between each person
- $3000: generally, if one person is in community A/B and another in community C, I recommend that the community C person funds a majority of this experience
- $4000: generally, if both people are in community C, I recommend the cost of this experience be split some way between each person

money work intake form

name

First Name

Last Name

email

briefly: what are you hoping to achieve through doing money work together? are there any areas from the list above that you would like to focus on?

how did you hear about this work? who referred you?

please provide names of people, specific websites, accounts, organizations, etc.

do you think community A, B, or C most applies to you?

a note on vulnerability, trauma, and training

this is vulnerable work. money work is not therapy or a replacement for medical care. I am not a therapist, social worker, or trained mental health professional. I aim to be trauma-informed, but this is not a trauma-processing space. while this space invites you to show up as you are, please arrive with the capacity to self-regulate and take care of yourself. in order to best support you, I request that you activate your support system before and after sessions. we can discuss this more if needed.

I am here to help you learn more about your relationship to money. while I do not currently hold any financial certifications, my money work is informed by more than a decade of study related to budgeting and finance, and several years of experience in providing financial education. I will not offer investment, tax, or legal advice.