—THE PITCH—
In three months, we'll get you real clarity on where your money is going,
understand your values, and set up systems in Monarch Money
that make budgeting feel automatic instead of exhausting.
a clear plan for your money.
How it works
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Month 1:clarity
Sessions 1–4: Before we touch a budget, we'll get honest about your money story and what you actually value. We'll connect your accounts in Monarch Money so you have full visibility into where your money's going. From there, I'll walk you through a complete financial audit. This is a clear picture of your last three months, no guessing involved. You'll head into Month 2 with real clarity and a plan built around your specific situation.
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Month 2: Intention
You'll build a budget that actually fits your real life and we'll brainstorm ways to bring your spending life in alignment with values. By the end, you'll have a spending plan & debt payoff plan you can stick to and a clearer sense of what's possible on the income side too.
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Month 3: focus
We will keep pacing toward your goals with ongoing support, revisit and update your budget based on everything from Months 1 and 2, and dig into whatever topics matter most based on where you're at by then. It's the month that ties everything together and makes sure the plan actually holds.
Who we work with:
People who are new to budgeting.
People who are starting over after it's fallen apart.
People who want someone to show them the way.
People who are feeling stressed about money but not sure what to do about it
People who are looking for a defined program with a clear beginning, middle, and end.
People who feel like they need support to get on track
People who need accountability to stick to a debt-payoff plan
People who are eager to learn more about money management through Monarch
What is included:
Eight Private Sessions:
Monarch training and setup
A financial audit
A dream session
Education based on your needs
Accountability in shame-free room
Next steps? Book a call with me so we can talk details like pricing, timing, and your goals.
Looking for something hyper- personalized
For people who want a longer-term financial partner, our 1:1 coaching is fully built around you — your goals, your timeline, your life. We meet regularly to work through whatever's actually in front of you:
Debt payoff strategy, values-based spending decisions, big life changes, or long-term goals like saving for retirement.
This is a great fit if you're:
Ready for ongoing support rather than a fixed program
Navigating something complex (a career change, growing a family, divorce)
Someone who wants a steady thinking partner for your money, not just a one-time fix
