Get ready
to clean up
your finances.
You write the story of your life one decision at a time—so don’t let poor financial decisions determine the plotline. Choose a story where you are in control and confident about your financial future because you have done the hard work to get clear in the present moment.
Do you ever feel like your income/paycheck quickly disappears while you continually ask yourself: where does it all go? How much time do you spend worrying about your budget versus implementing or correcting it?
If you have tried white-knuckling your way into budgeting but lapsed, or if you are seeking a more creative, mindful, and deep approach to money (and how it impacts all facets of life)—you’re in the right place.
Finances can adversely impact your relationships, mental health and confidence. The Confident Spending System© is a comprehensive process to specifically help individuals address their money, achieve happiness and live life to the fullest.
Your cashflow should support your dreams: starting a business; buying an investment property; becoming debt free. As your personal financial housekeeper, I will come alongside you to help you clean up your finances by working through your money scripts, setting up a customized money management system and activating your plan.
I am passionate about helping you find margin and freedom in your life so you can live and spend with confidence.
What You Can Expect
You don’t need to earn more money! Let’s be honest, that promotion (and subsequent raise) doesn’t actually solve your cashflow problem. Instead, you swap investing time in your desired future for long hours at the office.
Step 1: Gain Perspective.
Because money is never just about money. We spend time worrying about our finances but we don’t know where to begin. Before we dig into paying off debt and getting your financial house in order, we’re going to spend time addressing the emotional “money” baggage that you have been carrying around for years. We will untangle your emotional patterns around money and then reposition your finances to support the grand trajectory of your life.
Step 2: Hatch a Plan.
After we have established perspective and addressed your money scripts next, we will spend several sessions building a new approach to budgeting. Together, we will build out a future-oriented money management system that not only tracks your income and expenses but gives you a clear understanding on where you stand today and how you can strategically move forward. We will develop a plan that takes away the pain of ongoing budgeting and helps you to achieve your dreams.
Step 3: Jump into Action
Finally, once we have a solid budget in place, we will spend several sessions building out a personalized financial dashboard where your accounts and transactions are connected and automatic so you spend less time worrying about your budget and starting living your life accordingly to your plan.
Finally, we will set up an accountability system to support your financial housekeeping ensuring you stay on track for the long run.