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Keep Asking How™
Financial Coaching - Book a Fit Call or Money Breakthrough
Two simple options—same destination: money clarity.
- Fit Call (free, 20–30 min): We’ll confirm goals, timing, and whether I’m the right fit. No pressure.
- Money Breakthrough 120 ($250, 2 hours): Map your money, set one 7‑day action, and feel the needle move. $250 credits to any program within 14 days.
Want details before you book?
Explore the programs
Explore the programs: Money Map Sprint, Financial Foundations 90, Momentum 90, Expat Money Launch; or start with Money Breakthrough 120 and credit your $250 to any program within 14 days.
Prefer To Ease In?
“Why work with me vs. a counselor or planner?”
Clear money moves, not theory: fees cut, decisions made, habits set. I coach action; I don’t diagnos
Clear money moves, not theory: fees cut, decisions made, habits set. I coach action; I don’t diagnos
Clear money moves, not theory: fees cut, decisions made, habits set. I coach action; I don’t diagnos
Therapy heals the “why.” Planning optimizes the “what.” Coaching gets the “how” done. We turn confusion into two small moves you’ll take this week, then we track proof you can see—cash-flow, buffer growth, and fewer fees. When a topic needs clinical, legal, tax, or investment expertise, we loop in the right pro and keep you moving.
Credentials & lane statement
Clear money moves, not theory: fees cut, decisions made, habits set. I coach action; I don’t diagnos
Clear money moves, not theory: fees cut, decisions made, habits set. I coach action; I don’t diagnos
I’m an attorney with a background in international/retirement matters who now works as a financial coach. In coaching, I operate outside the practice of law and do not provide legal, tax, or investment advice. If legal work is appropriate, I’ll say so and offer to handle it under a separate written engagement or refer you to another qualified professional. Staying in my lane is part of doing this work responsibly.
How I help (and how I don’t)
I’m a financial coach.
How we handle the edges
How we handle the edges
I help you get clear on cash-flow, cut “silent fees,” use your benefits well, and make decisions you’ll keep. This is educational coaching—not legal, tax, or investment advice. When specialized advice is needed, I’ll help you prepare questions and connect you with neutral referrals (I don’t take referral fees).
How we handle the edges
How we handle the edges
How we handle the edges
If a question crosses into a regulated area, I’ll flag it, pause, and help you talk to the right professional—often with a one-page brief so your time (and money) is used well.
What I do
What I don’t do
What I don’t do
- Build a simple monthly system you can run
- Find and cut 2–3 recurring “silent fees”
- Set weekly caps and auto-transfers
- Prep for negotiations and money conversations
- Map first-month budgets for expat moves
- Create checklists, scripts, and a small dashboard
What I don’t do
What I don’t do
What I don’t do
- No investment selection or portfolio management
- No tax return preparation or individualized tax advice
- No legal advice within coaching (separate engagement required)
- No mental-health treatment or diagnosis
Trust and Boundaries
Boundaries and Referrals
Educational coaching only—no legal, tax, or investment advice. No attorney‑client relationship is formed through this site or coaching. When specialized advice is needed, we help you prepare questions and can provide neutral referrals (no compensation received). If you follow a link to legal services, we’ll show a notice that you’re leaving the coaching site.
General Disclaimer
Educational coaching only—no legal, tax, or investment advice. No attorney‑client relationship is formed through this site or coaching. When specialized advice is needed, we help you prepare questions and can provide neutral referral options (no compensation received).