Financial Coaching:

Control your finances and make your money work for you!

Individuals, Couples, and Small Businesses

Financial Coaching tailored to your unique needs

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  • Do you live paycheck to paycheck?

  • Do you have debt and don’t know how to handle it?

  • Do you disagree with your partner on spending and saving?

  • Do you earn enough money but don’t know where it all goes?

  • Do you want to buy a home but don’t know how to save?

  • Is budgeting confusing, or is the process too rigid to sustain?

  • Do you comingle your business and personal money making it difficult to see your business profitability?

Most Americans are stressed about MONEY.

  • Explore and transform your mindset

  • Understand your values around money

  • Build a plan to support your goals and dreams that gives you control over your finances

  • Build sustainable, healthy money habits

  • Be accountable to your agreed-upon plan

  • Make managing your money fun (yes, FUN!) and relatively stress-free

  • Gain Peace of Mind

I will help you:

Hi, I’m Barbara.

I worked 25 years in corporate financial planning and analysis and have a master’s in psychology. But I spent a chunk of my adult life living paycheck to paycheck and using credit cards to fill in the gap. I was one emergency away from financial collapse. Until I addressed my shame and anxiety about managing MY OWN money, I couldn’t change my financial situation. Even knowing the basic principles wasn’t enough.

I want to provide a safe, judgment-free zone for you to explore your challenges with controlling your finances, including learning healthy money habits and addressing any emotional baggage standing in your way. Like most people, I was never taught how to manage money. I want to make it possible for you, too.

My practice welcomes everyone, especially if you’ve felt unwelcome or unsupported in previous experiences.

I have a tender spot for those who have been denied their agency with money management, and I’m here to help you take a different path on this journey.

Join me with an open heart and an open mind.

What is it like working with Barbara?

"I knew I could trust her to hear multiple different points of view and to make an objective decision based on what was the best for the business and people…plus, you can always count on her to bring a smile to even the most challenging financial meetings."

HP, Papa Murphy’s International

“Working with Barbara has been one of the most transformative investments I’ve ever made in myself. I felt overwhelmed and unsure where to begin with my personal financial planning, but she created a safe, compassionate space where I could finally face my finances with confidence instead of fear.”

“Her approach goes far beyond numbers on a spreadsheet. She listens deeply, sees the whole person, and helps you reconnect with your strengths, values, and vision. Every session brought not just clarity, but genuine empowerment. The growth I’ve experienced, financially and personally, will stay with me for the rest of my life.”

EB, Private Client

12/2025

FAQ

  • First things first, don't be nervous. Many people have strong emotions around sharing their personal finances. You are not alone in feeling this. Please know that I keep everything we discuss confidential and maintain a judgement free zone when looking at your financial situation.

    We'll start with a free 20-minute Q&A session to get to know each other and allow space for you to ask any questions you have. Mutual trust is foundational to us working together.

  • 2-Hour Discovery Session for us to become clear on your financial situation and to develop action steps that will address your challenges.

    Learn how to pay off your debt or what is needed to buy a home, or other financial goals. Get an introduction to a cash flow management system for greater visibility and control over your money. This is the start to learning a new way of thinking on how you manage your money.

  • 3-Month Ongoing Coaching program to support you 1:1 to transform and reinforce your money habits. Remember, changing habits requires repetition. Having an accountability partner can increase the likelihood of success. This includes:

    • Defining your values and aligning that with your spending

    • Creating a living and sustainable cash flow management process using a proprietary planning system

    • Having an accountability buddy (me!) to help you stick to your commitments (or modify if it doesn’t make sense anymore)

    • Learning new financial concepts

    • Improving communication with your partner

    • Spending now while saving for your future

    Don’t worry, you can book additional ongoing sessions after the 3-month program. If you like the peace of mind with having an accountability partner or if you’d like to learn more, we can continue to work together.

    • You are committed and excited to transform your money habits.

    • You understand that habits are created through repetition.

    • You are ready to dive into the emotional exploration behind your money philosophy and the work required to make this happen.

  • As I mentioned in my bio, I have over 25 years working in financial planning and analysis, doing budgeting and forecasting for small to large businesses. I’m a Certified Corporate Financial Planning and Analysis Professional and I graduated from the Financial Coaching Academy. Complementing this, I also have a master’s degree in psychology, which helps me with the mindset and emotional elements of financial coaching.

Get in Touch!

Schedule a free 20-minute introductory session with me to discuss your financial challenges and for us to get to know each other.

Let’s set the foundation for our relationship.

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