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Financial Coaching

Personalized Financial Coaching for Your Life, Goals, and Situation

Get clarity, control, and confidence with a plan designed specifically for you.
Book Your Coaching Session
overview

Who Is This For?

Financial Coaching is for anyone who wants to take control of their money- without judgement or cookie-cutter advice. I work with:
  • Individuals who need help finding out what the problem is because as soon as they get their paycheck it seems to be gone.
  • Couples who dread talking about finances or need to get on the same page as their counterpart.
  • Families who are leveraging debt and can’t seem to afford their lifestyle, debts, or goals.
If you feel stuck, overwhelmed, or unsure of what steps to take, coaching is designed to give you a clear, personalized path forward.
Everything You Need, All in One

How Does Financial Coaching Work?

Book Your Session:
Schedule directly on the website. You’ll receive a Microsoft Teams link for your appointment.
Prepare Your Information:
Bring your income, expenses, credit card/loan balances, interest rates, and minimum payments. The more details you provide, the better I can help.
1-Hour Session:
We’ll review your situation over Microsoft Teams. Sometimes sessions run up to 2 hours depending on complexity.
Access Resources & Notes:
You’ll get a Google Drive link with all session notes and resources
Track Your Budget:
Fill in your budget sheet for the previous month to compare actual spending with what we discussed.
Receive Your Action Plan:
I’ll provide a detailed, personalized roadmap showing which debts to tackle first, where to prioritize savings, and how to build toward financial stability.
Get Started Today
Proven Results, Real Impact

What do I Get Out of a Session?

One-on-One Coaching Session: Personalized, real-time guidance over Microsoft Teams

Action Plan: A detailed roadmap for debt, savings, and financial priorities

Budget Sheet: Track income, expenses, and spending patterns

Resource Library: Access to my collection of financial worksheets, guides, and templates

Accountability & Support: Advice that adapts to your situation, not one-size-fits-all rules

Philosophy

My Coaching Philosophy

I believe there’s no one “right” way to manage money—because every person’s situation is different. My approach is education-based, results-focused, and judgment-free. Some people can responsibly use credit cards; others shouldn’t. Some need a six-month emergency fund; others do fine with three months. I provide advice and strategies tailored to you, so you can gain confidence and control over your finances.

Pricing Plans

Choose the Package that works for you

Single Session

$80
/session
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What’s included:
  • Action plan
  • Total Cost 80$

Accountability Sessions (Returning Clients)

$50
/session
Get Started
What’s included:
  • Link given after first session
  • 50$ / session
overview

Financial Coaching Refund & Cancellation Policy

  • All sessions are non-refundable. Your spot is reserved specifically for you, and I dedicate time and resources to preparing for our session.
  • Reschedules are only allowed for emergencies (medical, family emergencies, etc.) and must be requested at least 24 hours in advance.
  • Sessions not canceled or rescheduled in advance will be considered forfeited.
  • This policy ensures fairness for all clients and allows me to provide focused, high-quality coaching and consultation.
I understand that life happens — if something urgent comes up, just reach out as soon as possible. This policy helps me keep sessions reliable and available for everyone.
Faqs

Frequently Asked Questions

What language is my Financial Coaching Session In?
English
No- this is coaching and education only.
One session provides you with the action plan, but the follow ups provide you with accountability to stay on track.
Yes, you can. Just reach out to Wynonna and she will get you set up so you can keep staying on track on a month-to-month basis.
No, coaching works for anyone who wants clarity and control.
The first session is typically a little longer from 1.5 – 2 hours. Afterwards, each accountability session is about 1 hour (60 minutes).
Our Session will be online over Microsoft Teams. Once you book, you choose times that work for you and we will meet then!

Included:
– your expectation of expenses snapshot sheet that I fill out during our session
– the budgeting sheet that you fill out for the month after our session
– your summary and action plan that I fill out and send to you after
– in-progress financial concepts learning resource

Ready to Take Control?

Are you ready to take charge of your finances?

Contact Me