Laguna Beach, CA

  • Put simply, a financial advisor focuses on the behavior of your money, and a financial coach focuses on your behavior.

    A financial coach, or money coach, helps you form effective habits with daily money management, such as budgeting, saving money (emergency fund, retirement savings), paying off debt, buying a home, starting a business, and tackling your food spending, to name a few. A financial coach usually completes a certification program and does not sell financial products like insurance or investments.

    A financial advisor, or financial planner, typically helps you manage a portfolio of stocks and/or funds. They advise you on which stocks to invest in, and they help you get on track with saving enough money for living during retirement. Financial advisors must be licensed with the SEC and may undergo further licensure to become a CFP or CDFP for example. Financial advisors can also sell financial products.

  • Typically*, you can expect the following from financial coaching:

    -Save money ($200-$400 per month on average)

    -Save hundreds or thousands in interest payments by paying off your debt faster

    -Learn how to prevent future debt

    -Pay yourself proactively from your business and pay yourself MORE from your business

    -Feel prepared for tax season by learning to save ahead

    -Experience better communication & teamwork in your marriage around money

    -Learn to spend money intentionally without guilt

    *Results are highly dependent on the client. With the tools given, these results are likely to be achieved when the client is fully engaged & committed to the coaching process

  • Think about when you bring your car into the mechanic. They are unable to tell you how much repairs cost because they haven’t taken a look at your car yet. What do they say when you call? “Bring it in and I’ll take a look”.

    Although I do not post pricing online, I am happy to discuss my fee during our ~1-hour free consultation, no strings attached. Here’s why:

    1. You can actually experience coaching with me to see if it’s the right fit

    2. I can learn about your goals and evaluate the complexity of your situation

    3. WE can confirm if we’d mutually be a good fit, or I can refer you to the appropriate professional

    That being said, coaching can range from $125-$600+ per month depending on the service selected/number of businesses involved.

  • More than half of my clients have/had ADD or ADHD. I make every effort to keep your financial “homework” simple, manageable, and organized.

    My goal is for you to go from feeling “scattered” to focused on ONE main step at a time.

    Too often, I see people trying to chase 5+ financial goals at once. I help you create a clear financial roadmap, and I show you how to channel your efforts to 1 goal full-throttle at a time. I find this helps decrease general anxiety around money because you know where your focus should be.