Financial Coaching
Helping individuals and families create a financial plan, eliminate financial stress, and build lasting wealth through intentional decisions.
Personalized financial coaching focused on your goals, your values, and your future.
No pressure. No judgement. No BS.
Our Approach
✓ Receive a personalized spending and budgeting plan that’s custom-tailored just for you
✓ Work towards your long-term goals
✓ Stop wishing for the house, farm, or first-class tickets and start planning for it instead
✓ Manage the family finances without a fight
✓ Tackle debt, grow your savings and build generational wealth
✓Break the cycle of credit card debt—plan for every wedding, trip, and bill this year
✓ Achieve your dreams, whether it’s starting a business or retiring early
✓ Gain the confidence to become your own money expert (really!)
We’re not your parent’s “finance guy”
We’re not here to push products or shame you for not knowing enough.
We’ve helped too many clients who left traditional financial companies feeling judged or overwhelmed.
Save Money
We’ll help you build a budget that covers everything from groceries to dream vacations — and spot the overspending most people miss.
We want you to have more room for more of what you love.
Pay Down Debt
Leave your guilt and shame at the door.
Your Financial Coach will help you make a strategic and achievable plan to pay it off while staying focused on your goals.
Change Your Mindset
Your Coach will help you break cycles like impulsive spending, anxiety about never having enough, and just feeling overwhelmed.
Secure Your Financial Future
Whether you’re dreaming of…
Quitting your job
Planning a major life change
Building generational wealth
…or just stop living paycheck to paycheck — your future deserves a solid foundation.
We’ll help you map out your long-term goals, build healthy habits, and make sure your money is moving in the right direction.
Is this for me?
Living paycheck to paycheck?
Overwhelmed with credit card debt?
Make significant income, but never get to enjoy any of it?
Do you find yourself heavily reliant on credit cards every month?
Do you have financial goals & life goals but can never seem to reach them?
If an “emergency” arose, would you have the funds to cover it? (not on credit cards)
Do you feel as if you can become financially free, but maybe you just need a little push?
Are you falling behind on bills, or do you fear you will soon?
Have a spending problem, or are you unable to budget your money efficiently?
Seem to continuously fall back into the same bad financial habits?
Looking to buy a house but not sure where to start or how much you need to save?
If you said ‘yes’ to any of those questions, we can help. Intentional Wealth is not a “one-size-fits-all” plan. We are a boutique Financial Coaching company that tailors our strategic plans based on what we gather from our initial free consultation. I have specialized in getting thousands of people out of unsecured credit card debt/ personal loan debt, creating structurally sound budgets, helping regain financial stability, achieving financial savings goals, & spreading as much Financial Knowledge to as many people as humanly possible. Finances can be a frightening topic & most of the time, people do not know where to turn to. It can often turn into this situation where you are looking for some help online or in your area & it becomes too overwhelming to the point where you stop looking. This is normal, but ignoring Finances is the worst course of action, as it will not go away; it gets worse.
We promise every person that we speak to that we will do everything we can to help them. We pride our company on always being honest, even if that means telling someone something they do not want to hear. We have had countless situations where we did a free consultation & that person did not need our services & that’s okay. We will never push any service or product on a person if we don’t believe they need it or that it can help.
The Investment
We believe what we have is more than a “service”. This is you investing your time, money, & efforts to create Financial Stability for the rest of your life.
Closing one chapter & starting a new one. Burying old habits & breaking free. Living your version of a RICH life starts here.
Financial Foundation
Perfect for self-starters who just need a roadmap and a clear direction to execute on their own.
Price: $399 (One-time fee)
The Deliverables:
1x 90-minute Deep-Dive Kickoff & Strategy Call.
Comprehensive 3-month spending audit & custom zero-based budget.
Structured Debt Payoff Plan & Emergency Fund Blueprint.
The Output: A personalized PDF Financial Roadmap.
Support: 2 weeks of follow-up email support to help them implement it.
Financial Momentum
Your bread-and-butter offer. Best for general clients who need the upfront engine built, plus ongoing accountability to learn how to drive it.
Price: $450 Onboarding Fee (Month 1) then $199/month (3-month minimum commitment).
The Deliverables:
Month 1: Full intake, spending audit, custom budget creation, and debt strategy setup (identical to the Foundation package deliverables).
Month 2+: 1x 45-minute monthly alignment call to review spending, adjust budget categories, track debt payoff, and provide coaching.
Support: Ongoing text and email support for quick financial questions.
The Wealth Builder
For high earners ($100k+), clients tackling a major financial crunch, or couples wanting an all-inclusive, high-touch transformation.
Price: $997 flat fee for 90 days OR $349/month (3-month minimum).
The Deliverables:
Full intake, deep-dive spending audit, and a shared live net-worth/debt tracker dashboard.
2x 45-minute coaching sessions per month (6 sessions total over 90 days).
On-demand consulting for major purchases, lifestyle inflation, and salary negotiations.
Support: Priority texting and dedicated weekly accountability check-ins