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Learn how to create a healthy and sustainable relationship to money.

Money coaching is a customized blend of financial planning and financial therapy. Carrie helps professionals, families and small business owners take control of their money and find lasting emotional and financial security. With her mindful counseling and holistic approach, clients take a rigorous look at their income and expenses to create flexible monthly and annual spending plans (a.k.a budgets). When relevant, clients address family history and imbalances such as debt, emotional spending, financial conflicts in relationships and underearning. The money coaching process with Carrie is transformative, practical and inspiring – it’s about aligning your spending, saving, and earning with your values.

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PERSONAL FINANCE 101 COURSE

If you’re more of a DIY (do it yourself) person and enjoy learning independently, then Personal Finance 101 is the course for you. It includes access to the comprehensive financial literacy membership site for an entire year.

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MONEY COACHING WITH CARRIE

If you learn best 1-1, enjoy custom support and need accountability for creating the financial life of your dreams, then start by setting up a time to speak with Carrie.

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FINANCIAL LITERACY MONTHLY MEMBERSHIP

Continue learning and expanding your knowledge about money. On this subscription based membership site, you can LEARN, CONNECT, PRACTICE and receive SUPPORT around money. Content updated monthly.

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In 3-6 months, you will…

✓ Come out of the “Money Fog”

✓ Design a values-based lifestyle

✓ Create flexible spending plans

✓ Build and sustain meaningful savings

✓ Identify limiting beliefs about money

✓ Have a sense of control, freedom and peace of mind about money

“Throughout the past year, Carrie has helped me grow in so many ways, including learning personal finance tools and routines, observing my spending patterns, navigating how to live within my means, and envisioning a financial life that’s aligned with my lifestyle. I was able to identify emotional triggers that led to negative spending patterns and now managing them in healthier ways. I've even transitioned into a new job at a higher level and I’m earning more than I ever have as a result of her coaching! She has been a gift to me.”

– Marketing Director in San Francisco

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