
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.
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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.
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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.
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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.
Frequently Asked Questions (FAQs)
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