
PURSEonal Financial Coaching
A Customized Approach to Your Wealth Journey
Money impacts nearly every aspect of our lives—our relationships, our ability to afford the experiences we desire, our sense of security, and yes, even our overall happiness. Financial stability isn’t just about numbers in a bank account—it’s about having the freedom, confidence, and peace of mind to live life on your terms.


Yet, despite its importance, most of us never received a real financial education. We weren’t taught how to manage money effectively, build wealth, or make informed financial decisions. Instead, we’ve had to figure it out on our own—often through trial and error, frustration, and stress.
As your trusted financial coach, my mission is to help you strengthen your financial foundation so you can finally take control of your money—without feeling restricted, overwhelmed, or alone in the process.
ThePURSEonalProcess


Step 1: Unzip- Reveal What's Inside

Before you can take control of your finances, you have to take a real look at what’s going on. Just like unzipping your purse and checking what’s inside, this step is about uncovering your financial reality—your income, spending habits, debts, and mindset. We’ll assess where you are today so we can map out where you want to be.

Step 2: Sort-Organize Your Essentials
Once you see what’s inside, it’s time to get organized! Just like tidying up your purse by tossing what you don’t need and making space for what matters, we’ll declutter your financial habits, restructure your budget, and set clear, achievable financial goals. This is where we create your personalized wealth strategy, ensuring every dollar has a purpose.

Step 3: Spend Wisely- Invest in Your Future
The final step is all about using what’s in your purse (your financial resources) wisely. You’ll learn how to spend intentionally, save efficiently, and invest in ways that build long-term wealth. With ongoing accountability, you’ll gain confidence in making smart money moves that support the life you want.

Package & Pricing Options
Your Money,Your Rules—But With a Strategy That Works.
Every woman’s financial situation is unique, which is why my coaching is fully customized to fit your needs and goals. Whether you need a quick financial check-in to get back on track or a deep-dive coaching experience to transform your money habits for good. While,
pricing depends on the scope of your needs—things like the level of support, depth of strategy, and the financial goals we’ll tackle together. I offer flexible pricing and package options designed to meet you where you are.
My Responsibility to You
I am passionate about helping ambitious women gain financial confidence, build wealth, and achieve lasting financial wellness. As a Certified Personal Financial Wellness Consultant and Certified Financial Education Instructor through the National Financial Educators Council, I am committed to providing the highest educational and practice standards in the industry.
My loyalty and fiduciary responsibility is to YOU. I do not sell financial products or push financial services—I am 100% focused on your success and financial well-being.
I strictly adhere to the Financial Coaching Standards & Code of Conduct, which outlines the ethical, professional, and practice standards for financial coaching professionals. Additionally, I fully comply with the FTC’s Safeguard and Disposal Rules to ensure your personal information remains secure and confidential.
Your financial success is my mission. Let’s take this journey together.
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I’m embarrassed about my financial situation. Will I be judged?Absolutely not! This is a shame-free zone. Many high-earning women struggle with financial management, and I’ve been there myself. The focus is on solutions, not judgment.
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I don’t have time for a coaching program. Is this time-consuming?Nope! My programs are built for busy women like you. We focus on high-impact, time-efficient strategies that work within your lifestyle. You’ll save time and money.
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Does this only apply to professional women?While my coaching is designed with professional women in mind, anyone who wants to master their money, break free from financial stress, and build wealth is welcome. If you’re ready to take control of your finances, this is for you!
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I make good money, but I still live paycheck to paycheck. Will this actually help me?Yes! Income alone doesn’t equal financial freedom—strategy does. My coaching helps you take control of your money so that you’re not just earning, but actually keeping and growing your wealth.
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Why should I pay for financial coaching when I can figure this out myself?Let me ask you this—has what you’ve been doing gotten you any results? If you’re still feeling stuck, overwhelmed, or like your money is slipping through your fingers, then it’s time for a new approach. You could try to DIY your way through, but how much is that costing you in lost opportunities, stress, and financial mistakes? Coaching fast-tracks your results, gives you a clear roadmap, and ensures you’re making the right moves—without costly trial and error.
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I don’t want to sacrifice my lifestyle. Will I have to give up everything I love?This isn’t about giving up your lattes, brunch dates, or vacations. It’s about making your money work for you so you can enjoy life without guilt or financial stress. Wealthy women don’t stop spending—they spend smarter. I’ll show you how to keep living your best life while stacking your wealth.
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Is there a payment plan available?Absolutely! I believe financial transformation shouldn’t feel like a financial burden. That’s why I offer flexible payment plans to make it easier for you to invest in your financial future. You can choose the option that best fits your budget
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What’s the refund policy?Due to the nature of coaching and the instant access to resources, ALL SALES ARE FINAL. However, I’m committed to your success, and if you show up and apply the strategies, you will see results.
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How do I know this will work for me?Can I be honest?—if you keep doing what you’ve been doing, you’ll keep getting the same results. My coaching isn’t just another budget template or generic advice—it’s a proven strategy tailored to your financial situation. If you show up, apply what I teach, and stay committed, you will see results. I’ve helped women go from paycheck-to-paycheck to financially thriving. The real question is: Are you ready to do the work?
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What happens after I complete the coaching program?📈 You’ll walk away with: ✔️ A personalized financial roadmap ✔️ Tools to maintain and grow your wealth ✔️ Access to exclusive resources & ongoing support Many of my clients continue working with me through strategy sessions or my financial community! Rich Ambitions Social