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How do we begin?
Education‑first. Private. No politics.
This is a space for sensitive conversations—grief, paperwork, family tension, privacy, health, and sudden bills. We lead with self‑compassion and privacy; you set the pace. Our job is to shrink overwhelm and help you feel in control of the next few steps.
A gentle first step (Fit Call, 15–20 min): We listen. If coaching is a fit, we’ll confirm scope and next steps.
Breakthrough 120: We map your month, find 2–3 easy wins, and set first auto‑transfers. You leave with a one‑page Purpose Budget, a short “unnecessary expenses” list, and a calm next‑steps plan. (Credits to any program within 14 days.)
Coordination with your pros: We’ll prep crisp question packs for your CFP/CPA/attorney/HR/benefits and, if abroad is in play, immigration and tax specialists. Neutral referrals available; no referral compensation.
Boundaries & privacy: Educational coaching only—no legal, tax, immigration, investment, or clinical advice. When a topic needs a specialist, we’ll help you prepare for it.
Why work with a financial coach after a big life event?
Why a coach for life's changes?
- Clarity fast. We turn chaos into a one‑page month and a first‑30‑days bill calendar while the big pieces settle.
- Action beats overwhelm. We target 2–3 expense trims, install a buffer, and set weekly caps—plus immediate paperwork triage (COBRA elections, survivor claims, unemployment forms).
Boundaries and respect
- Coordinate—not replace—your pros. We prep consult‑ready questions for attorneys/CPAs/HR/benefits (probate/QDRO/FMLA aware). Decisions stay with licensed professionals.
- Privacy and respect. Camera‑off is fine. Chosen family welcome. No politics.
- Clear boundaries. Educational coaching only; we prepare you to speak with the right experts.
Are you facing any of these life changes?
IS this you?
• Divorce or separation is underway and money feels scattered (temporary budget, account list, QDRO awareness).
• You’re handling a loss (or probate), need a survivor‑benefits checklist, and want to avoid missed steps.
• A job change/layoff or new business is shifting your income rhythm (unemployment, COBRA vs marketplace, new pay cadence).
• You’re a caregiver—or becoming one—and need to see the next 90 days (FMLA/state leave awareness).
• A health event (short‑term disability/LTD) is stressing cash‑flow.
• You’re relocating (U.S. or abroad) and need a clear month‑one picture.
Which situation fits you?
Divorce or Separation
Job Change, Layoff, or New Business
Divorce or Separation
Build a clean money map (accounts, bills, income).
- Prep a Financial Organizer and Questions Pack for your attorney/mediator (education‑only; QDRO/benefits split awareness).
- Install weekly caps & a buffer so life keeps moving.
Bereavement & Probate
Job Change, Layoff, or New Business
Divorce or Separation
- Checklist for accounts, beneficiaries, survivor benefits, and immediate bills.
- Prep for a probate/estate consult; align your monthly plan.
- Gentle expense audit; avoid late fees and service lapses.
Job Change, Layoff, or New Business
Job Change, Layoff, or New Business
Job Change, Layoff, or New Business
- 30‑day income bridge (severance, unemployment, COBRA, side work).
- Install a Minimum Viable Month; trim 2–3 expenses now.
- Questions for HR/benefits and CPA (withholding, quarterly estimates).
Caregiving & Long‑Term Care Basics
Health Event, STD/LTD, or Disability
Job Change, Layoff, or New Business
- 90‑day caregiving cash‑flow; organize meds/visits costs.
- Prep FMLA/state leave questions; build a respite plan.
- Beneficiaries/trusted contacts reminders (education‑only).
Health Event, STD/LTD, or Disability
Health Event, STD/LTD, or Disability
Health Event, STD/LTD, or Disability
- Map claim timelines and pay gaps; set weekly caps.
- Prep LTD claim and employer questions; HSA/COBRA basics.
- Gentle debt triage and priority rules.
Relocation (U.S. or Abroad)
Health Event, STD/LTD, or Disability
Health Event, STD/LTD, or Disability
- First‑month cost snapshot (housing, insurance, FX/banking routes).
- Domicile vs. residency education; day‑count awareness if abroad.
- Timeline checklist + consult‑ready questions for the right pros.
What can we help you build resilience in 30–90 days?
concrete steps to keep you moving
• A one‑page monthly snapshot that matches your new reality.
• 2–3 unnecessary expenses reduced or cancelled.
• A Calm Buffer and weekly caps that stick.
• A Questions Pack (attorney/CPA/HR) + a simple paperwork tracker (COBRA, survivor claims, unemployment forms).
• A quarter‑ahead preview so surprises don’t win.
Which programs are best for you when going through a change?
Money Map Sprint — 4 weeks Outcome
Quick traction this month—predictable cash‑flow, 2–3 unnecessary expenses trimmed, weekly caps that stick.
Includes: Money Map QuickStart • Travel‑week routine • Reimbursement tracker
• 2 micro‑scripts • follow‑up notes.
Cadence: 1×60‑min kickoff + 3×45‑min check‑ins.
Pricing (typical): Hourly $175; most invest 3–5 hours ($525–$875).
Flat fee option (save up to ~10%): $789 (covers up to 5 hours; additional time $175/hr).
How can we ease your transition into financial literacy?
Financial Foundations 90 — 90 days
Outcome: Durable habits and safety: a funded buffer, steady weeks, and decisions that feel calm.
Includes: Rules of the Road (debt/asset/benefits) • Buffer plan with auto‑transfers • Weekly tracker • Quarter‑ahead preview.
Cadence: 1×75‑min start line + bi‑weekly 45‑min sessions (5 total) + light email touchpoints.
Pricing (typical): Hourly $175; most invest 6–10 hours ($1,050–$1,750).
Flat fee option (save up to ~10%): $1,575 (covers up to 10 hours; additional time $175/hr).
How do I learn more about aligning my money to purpose?
Momentum 90 — 90 days
Outcome: Align money with purpose—giving plans, board/leadership roles, or a values‑aligned pivot.
Includes: Purpose projects plan • “wins to stories” work • gentle follow‑through cadence.
Cadence: 1×75‑min start line + bi‑weekly 45‑min sessions (5 total).
Pricing (typical): Hourly $175; most invest 8–12 hours ($1,400–$2,100).
Flat fee option (save up to ~10%): $1,890 (covers up to 12 hours; additional time $175/hr).
Optional Add‑Ons
what should you consider?
Divorce Financial Organizer & Questions Pack — $315 (2 hrs)
What we do: inventory income, bills, accounts; prep a neutral questions list for counsel/mediator; set a temporary month.
Deliverables: organizer + questions pack + 30‑day plan.
Probate & Beneficiary Update Prep — $315 (2 hrs)
What we do: checklist for immediate bills, policy/beneficiary reviews, and document locations; prep for probate/estate consult.
Deliverables: checklists + consult‑ready pack.
Job Loss / New Role 30‑Day Plan — $315 (2 hrs)
What we do: severance/unemployment map; COBRA vs. marketplace prompts; first‑week expense trims; interim income options.
Deliverables: 30‑day map + HR/CPA question list.
Relocation Budget & Domicile Education — $315 (2 hrs)
What we do: first‑month cost snapshot; bills/banking routing; timeline and day‑count awareness if abroad.
Deliverables: budget + routing map + consult list.
Health Shock: STD/LTD Claim Prep — $315 (2 hrs)
What we do: map claim timelines, paperwork, and pay gaps; set weekly caps; HSA receipts plan.
Deliverables: claim prep checklist + weekly plan.
Caregiving Binder (90‑day plan) — $315 (2 hrs)
What we do: meds/visit schedule, cost snapshot, respite plan, and trusted contacts list.
Deliverables: binder TOC + checklists + reminder plan.
Additional time: $175/hr. Credit note: Money Breakthrough 120 ($250) can be credited to any program within 14 days. Neutral referrals available; no referral compensation.