Personal Coaching

Bright Side Financial Coaching helps clients achieve more financially than they could achieve on their own.  We help with day-to-day money habits like budgeting, saving, paying off debt, and money mindset and offer education, tools, resources, accountability, and encouragement.

First things first - let's make sure we're a good fit. Schedule a free 20-minute Q&A Call where we'll talk about your financial situation, what you'd like to change, and how 1:1 coaching can help.

Next is the Discovery Session, a 2-hour coaching session where we'll dive deep into what you want to change the most. Together we'll create a plan that's customized for your situation and works with your lifestyle, and you'll walk away with Action Steps to put the plan in motion. Clients who have completed a Discovery session report feeling "more hope" and "less stress" than before the session. Not bad for a few hours of work!

From there, you can take the plan and run with it, and we'll check in at an On Track Call a few weeks after your session. For those who want more support and accountability, we can continue working together with extended coaching.