Feel totally confident with your money so you can stop stressing, start living, and make bold moves without guilt.
1:1 coaching for ambitious women who want to learn to invest on their own and feel confident doing it, with a strategy that fits your lifestyle goals.
You’ve done everything right. So why does this still feel hard?
You make good money.
You’ve been "responsible."
Maybe you even have investments.
And yet…
- You still feel unsure what your money is actually doing.
- You second-guess big decisions.
- You hesitate to spend… even when you technically “can.”
- You nod along in conversations about investing, hoping it’s all set up correctly.
- You keep hustling because slowing down just feels risky.
You don't need another app, spreadsheet, or generic financial plan.
You need someone who can walk you through exactly what's going on with your finances and how to set yourself up for financial success in a way that you actually understand, without feeling ashamed, overwhelmed, or confused.
At a certain point, "It's probably fine" stops being enough.
Most women were never taught how investing actually works - especially if someone else set it up for them.
So you outsource...
To an advisor.
To a partner.
To your HR rep.
To your "someday" self.
On the surface that can look fine.
But underneath, it leaves gaps no one is watching out for.
And questions like:
"Am I doing enough?"
"Is this even right for my life?"
"Am I being taken advantage of?"
Because while someone may be managing the money you've handed over to invest, no one is looking at the full picture - how your cash flows, where your savings live, what's automated, and whether everything is actually working together.
Over time, those gaps add up in stress, missed opportunities, and millions of dollars lost in unnecessary advisor fees.
This work isn't about doing more.
It's about filling in what's been missing so your money stops feeling heavy and starts feeling supportive.
That's where 1:1 Coaching comes in.
The 6-month 1:1 Coaching Experience
A private, personalized coaching partnership designed to help you understand your money and implement a system that actually works in real life.
After 6 months, you will:
- fully understand your current financial picture.
- build a clear system for your income, spending, saving, and investing.
- know exactly what you're invested in and why.
- feel confident making investment decisions and following through on them.
- align your money with your real goals and values.
- make decisions without guilt, panic, or second-guessing.
Together, we take you from feeling confused about your money to having 100% confidence that your finances are on track for the life that you actually want.
No shame.
No turning you into a finance bro.
Just grounded, practical understanding that applies directly to your life.
What We Focus On Together
I don’t manage your money or make decisions for you. I teach you how to understand your options, ask the right questions, and make confident choices that align with your goals.
1. Get clear on your financial goals
Know exactly what you want and what it costs so you can make
intentional money decisions that support your life.
2. Understand exactly where your money is going each month
Map out your income, spending, savings, and investments so every dollar has a purpose from high-yield savings accounts to long-term investing.
3. Learn how to invest confidently
Understand what makes a strong portfolio, what you’re invested
in and why, and build a simple long-term investing plan that fits
YOUR goals and risk comfort.
4. Automate and simplify your financial systems
Set up systems that consistently move money toward your goals
so your finances work for you on autopilot.
5. Build confident money habits you can trust
Learn to read your accounts, check progress, and make confident
decisions without second-guessing. Walk away with a personalized money plan that keeps your financial life organized and low-stress.
In Six Months You'll Walk Away With:
A clear system for income, saving, and spending so you know exactly what your money is doing.
A simple, long-term investing strategy tailored to your life and goals, with full clarity on what you’re invested in and why.
Smart savings accounts and emergency fund setup: money that works for you and is accessible when you need it.
Your personal Money Maintenance Plan to keep your finances organized, consistent, and low-stress.
Confidence managing your money independently so you can check accounts, make decisions, and feel in control without second-guessing.
What's Included:
10 x 60-minute Coaching Sessions Over 6 months:
Your first session is a 90-minute deep dive where we map out your income, expenses, debt, savings, and investments together, so you start with total clarity without the overwhelm.
Call Structure:
Months 1–4 → 2 calls per month
Months 5–6 → 1 call per month
Unlimited WhatsApp Coaching Support
(Mon–Fri)
Daily support, accountability, and guidance so you’re never left guessing or spiraling alone.
Worksheets + Video Trainings From My Resource Vault
Customized to your needs, delivered as you move through the program to keep you supported, empowered, and organized.
You’re never left to figure it out alone.
What Clients Say
“I used to feel so overwhelmed by investing that I wanted someone else to do it for me. Now I feel total confidence with my money and my investments are set up to grow into millions. Katie helped me optimize everything including cash, investments, savings, and credit cards.”
— Amanda F.
“This has been so, so meaningful and helpful. It’s like lighting up little stars in my sky. I can see the connections. I can see where we’re going and WHY I want to make these shifts. And… it feels doable.”
— Alyssa M.
“Looking at the numbers now, we’re in such a better place than when we first started. This work made everything else feel easier.”
— Matthew B.
Why I Do This Work
I’ve been exactly where you are.
For years I had investments but no idea what they were doing.
I was great at earning money, but when it came to growing it, I felt disempowered, lost, and quietly ashamed.
Every conversation about my portfolio went over my head.
Why can’t I get this??
And since I didn’t fully understand my money, spending felt irresponsible, slowing down felt risky, and hustling felt like safety.
So I decided to figure it out myself.
And I realized how simple it can actually be to feel totally in control of your money and your future. You just need to focus on the parts that matter for your life.
What else I learned? Outsourcing investing can cost MILLIONS in unnecessary fees to an advisor.
Women are taught to save, but we’re rarely taught how to grow and protect the money we've worked so hard to earn.
That’s why I do this work.
To help women understand their money, stop hustling from fear, and use their money to support the life they actually want to live.
Since taking control of my finances, I’ve been able to:
Take 3+ months off every year to prioritize my life and family
Spend on the things I value without guilt
Choose to be a full-time mom from a place of financial security and clarity
Align my investments with what matters most to me: agency over my time
Move through major life changes with confidence, knowing my finances support my choices
This is for you if:
You’re an ambitious woman who wants to feel calm, confident & secure in your financial future.
You’re tired of pretending you “get it” and are ready to finally understand your investments.
You want to trust your own financial decisions so you can stop feeling dependent on someone else to tell you if “it’s good.”
You’re ready to understand exactly what “enough” means so you can stop hustling out of fear that you’re not on track.
You want your money to support a life you absolutely love living, not just to save every penny and retire "someday"
Ready to Explore Working Together?
The first step is a discovery call — a relaxed, no-pressure conversation where we:
- talk through your goals
- look at where you’re feeling stuck
- decide together if this support makes sense
If you've been wanting to get your finances figured out for a while now, this is your sign.
Your money doesn’t need to feel confusing, vague, or uncertain.
It can support the life you’re building.
FAQS
Are your programs right for me?
I help women & couples who want to:
Optimize their finances using a simple and efficient path to wealth
Balance spending and saving to align with their personal goals
Feel confident talking about money
Gain empowerment to reach their highest potential
Benefit from an accountabili-buddy who's been through it all (That's me!)
Implement new mindsets and make big moves for their future
Find a community of like-minded ladies looking to do the same
If this sounds like you, then yes! Let's connect.
Do I need prior financial knowledge before starting?
Nope! My programs explain everything you need to know right from the start. No shame if you're just beginning! We're all on our own journey, & getting started is the only way to move forward.
Which program is right for me?
I offer various forms of coaching and accountability through online courses, mentorship, and community. Please see the "Coaching" tab for more info on my programs, or reach out to me directly. I'm here to help!
Do you guarantee results?
While my programs have been tested and proven to help individuals and couples achieve their financial goals, students will only get out what they put in! I promise to give it my all to help you achieve your goals, but ultimately it is up to you to implement the lessons you learn. If you are not seeing the results you hoped for and we're unable to turn it around, you are free to cancel future services at any time.