A healthy, productive relationship with your money is about more than what you do. It is also about what you think and how you feel.
Individual financial wellness counseling focuses on all three of these areas, helping you to create plans and take actions that are sustainable given the reality of your situation, needs, and desires.
Together, we will establish systems for organizing your files, your time, and your finances. We will set goals and clarify your "why?"s. And most importantly, we will bring awareness to any habits and behaviors that are not serving you and begin to shift and replace them with new ones.
Our work together is structured to help you experience results relatively quickly, generally in 6-8 months, allowing you to begin to answer YES to questions like...
Do I spend my money on things that truly matter to me?
Am I aware of and actively paying off my student loan, credit card, or other debt?
Am I proud of my credit score?
Do I feel comfortable having conversations about money with both peers and financial professionals?
Could I handle a major unexpected expense?
Do I feel organized and in control of my finances?
Do I manage my money in a way that allows me to enjoy my life?
Am I moving confidently in the direction of my dreams and goals?
Individual coaching packages start at $2,850. An initial individual session is required prior to enrollment. This 45-minute session is $175 and is designed to give you a sense of what financial wellness counseling is like as we explore your goals and possible next steps, and to determine whether we are a fit to work together. Everything we discuss is strictly confidential. Initial individual sessions may be held via phone or Zoom.
If you're wondering, "What should I do, where should I start, and how does XYZ apply to me?" individual financial wellness counseling may help.
*All individual coaching spots are full at this time. Please use the contact form to join the waitlist, and you will be contacted when a spot becomes available.
Individual financial wellness counseling is ideal for those who seek supportive short- or long-term accountability to shift their relationship with money. If this sounds nice but you’re feeling pretty well set already and are just looking for specific answers and a quick game plan, a “Let’s Talk Numbers!” session may make more sense for you. Learn about that here.
“Before working with Rebecca I was scared and feeling overwhelmed at the prospect of finding out how much money I owed and how much I was potentially overspending each month. I worried that if I made a budget, I would have to cut back on things I wanted to have or do.
Rebecca is fantastic – extremely organized, efficient, kind, thoughtful. It was so much more than giving me a bunch of spreadsheets to fill out. She really helped me think about how I use money and how I feel about my money, and that really helped me focus on how I want to spend it. I feel like she tailored her work to fit my needs. Now I finally feel organized... and less guilty!”
