Reducing the Risk of Lifestyle Creep
When we see additional cash flow, such as a raise, tax refund, or windfall, it's tempting to spend that money. You're able to spend on things you couldn't before and can improve your quality of life.
Ready to be empowered
to make your own money decisions?
Hi, I'm Annie. I'm an empathy-focused money coach. My goal is to empower you to make your own decisions through improved financial literacy. Let's work together to build a healthy relationship with your money and see what's possible.
Money Coaching Services
Let me help you
I provide 1:1 money coaching services to individuals. You're a real human person, so your coaching process is customized just for you.
Evaluating your financial situation
I'll help provide a holistic overview of your finances so you have a starting point for decision-making.
Brainstorming creative solutions
There are so many ways to live a balanced life that break outside the norm. Let's find one that works for you!
Teaching money management strategies
Whether you've never budgeted before, need to pay down debt, build credit, or want a fresh look at your current process, I'm here to help.
Educating about money topics
I'll teach you about different topics such as types of accounts and compound interest so you're equipped to make your own informed decisions.
Discussing short and long-term goals
Are you wondering if you can make a job change, buy a house, retire, or start a cat sanctuary? Let's discuss what's possible!
Answering your money questions
My process is non-judgmental. Let me answer your questions in a safe and comfortable environment.
Who I can help
Do you need money coaching?
What's next? Is this really it?
If you've asked yourself these questions, then I'm here to help. Believe me, I've been there too.You're living life on autopilot
Maybe you're making money but don't know how much to save to reach your goals, or what goals are even possible. You don't want to work forever.
You're ready to gain control of your finances but don't know where to start
Maybe you've never budgeted before and don't know anything about finances. You need someone to teach you the ropes.
You're ready for a change
Maybe you're in a toxic workplace, want to take a break, or are itching to do something different with your life.
Testimonials
What people are saying about Annie
Planning for the Future
Annie went above and beyond in helping me assess the financial feasibility of taking a work sabbatical. What sets her apart is her constructive attitude and empathetic approach combined with her meticulous attention to detail and engineering background. Going through my spreadsheets and plans, she highlighted areas where my risk-aversion made me hedge more than I needed to. Annie made it comfortable to discuss uncertainties such as planning for children, long-term care, and inflation. She also introduced me to new financial strategies such as bond tents. - Jennifer
Facing Fears and Passing Down Knowledge
As an aging millennial who grew up in a low-income household, my relationship with money is complicated and was shaped by a family that didn’t openly discuss finances/budgeting. Facing my fears and taking ownership of my finances felt very daunting until I connected with Annie. She understood that money isn’t just about budgets and investments, it’s about working through the emotions, triggers and bad habits that keep us from taking control of our financial situation. Her compassion and customized coaching approach have empowered me to be more proactive in how I budget, invest, and spend my money. Thanks to Annie, I now have the knowledge and confidence to make more informed money decisions and I am so glad I get to pass those learnings on to my kids so that they can work towards achieving financial freedom earlier in life. - Jessica
Need some inspiration? Visit my blog!
View all posts »Learn more about general personal finance topics, simple living tips and tricks, fun low-cost activities and meal ideas, and lessons I've learned along my journey.
My Top 5 Mindset Influences
When embarking on my personal finance journey, there were a few particularly influential resources that helped me cultivate and shape my mindset.
Welcome!
Welcome! I'm so excited that you're here. If you're interested in gaining control of your money but don't know where to start, you're in the right place.
FAQs
Frequently Asked Questions
Everyone is unique, but many folks do have the same questions.
How does money coaching work?
Through empathetic 1:1 sessions, I'll guide you through exercises and ask thoughtful questions to help you gain comfort with your money. We'll work at a pace that's comfortable for you.
Do you manage money or advise on investments?
Nope! Your money is yours, and I have no interest in managing it for you. I do not provide investment advice - you should see a licensed professional for help with that.
How does your process work?
After a free intro call and questionnaire, I'll create a custom coaching plan for you that will outline our timeline, milestones, goals, and pricing. The process adapts to your effort level - the more you put in, the more you get out.
Can you just make a budget for me?
Sure I could, but you know yourself best. I'm here to teach you how to make a budgeting system that works for you. Think of me as your personal trainer for money - you still have to put in the work, but I'll provide the exercises and accountability.
How much does it cost?
I am a fee-only coach, so you pay me directly for my services. I charge either per session or for a package of sessions. You'll know the amount up front before we start working together, and I'll be very transparent.
Why would you be interested in helping me?
Because I feel like this is my way of contributing to society and breaking the system. I love helping people escape the grind and live a life they have control over. It's a fulfilling way to spend my time and creative energy.
Let me help you find your balance.
Gain control of your finances and determine the direction of your life. I'm here to help you find your balance, whatever that may be.