What is financial coaching?
Financial coaching is a personalized one-on-one coaching program designed to help you build strong money habits, accomplish your biggest financial goals, and gain confidence in your financial decisions. Through coaching, you’ll gain clarity on your finances and develop a new sense of security, knowing you’re in control. Each program is 100% customized to your unique needs and goals, ensuring a plan that works for you and your lifestyle.
“I’ve been working with Dana for a month, and I’ve already noticed a huge shift in how I think about my money.”
Most people just want to go through life without constantly stressing about money. For some, that means paying off debt and breaking free from the the paycheck-to-paycheck cycle. For others, it’s about building wealth to start a business, buy a home, or retire early. Everyone’s financial journey is unique- different goals, different histories, and different starting points.
That is where financial coaching comes in.
From mastering personal finance skills to building systems and uncovering the emotions behind money, personal finance is just that: personal. If you’re ready to live a life where money doesn’t stress you out, investment into financial coaching could be exactly what you need. It might just be the best decision you ever make.
Learn Money Strategy Session
Discover: We’ll look at your current money picture — income, spending, debt, savings.
Design: Together we’ll create a step-by-step plan tailored to your goals and lifestyle.
Decide: You’ll leave with clear next steps you can tackle on your own or with ongoing coaching support.
$297
“Dana’s financial coaching is excellent!
She listens to your concerns, is willing to answer any and all questions you have, provides you with detailed information you need to improve your financial standing, and always follows up to ensure you have the tools to reach your financial goals.
It is clear Dana is passionate about financial coaching and is super dedicated to helping people improve their finances. “
Questions about coaching?
Learn Money 