I’ve been called the Marie Kondo of personal finances.
(AND I KIND OF LOVE IT.)
I FIRMLY BELIEVE —
It’s not about how much you have.
Most people think about money as a gatekeeper, the thing keeping us from what we want. But really, adopting the right money strategy makes what we want possible. It’s the difference between money calling the shots and you, as a couple, taking the wheel.
That’s why my approach gives you everything you need to take control. First, you’ll see your money with crystal clarity. Then, you’ll adopt a budgeting system that keeps you both on the same page and cruising towards your financial goals.
A done-for-you budget and implementation guidance.
An aligned money strategy is your secret weapon.
We used to avoid money conversations. Deb managed the bills and Paul was not very involved in the finances. Our credit card debt was slowly increasing and becoming a burden on our future goals.
Amy helped us to talk about money together and to unite on shared goals. I didn’t think this was possible, but we are now on the same page about our spending & saving (first time ever in almost 30 years!!!).
Before working with Amy, we were experiencing a lack of control around our money. We struggled to establish concrete financial goals and systems to support those goals.
The budgeting and debt reduction tools that Amy shared with us have improved our ability to plan for the everyday, as well as the future. As a result, we experience more joy and less stress and uncertainty around money decisions.
– Paul & Sadé
We were struggling with our personal finances, savings, and credit card debt. We had just gotten engaged and we were looking for some guidance to help us start saving for our wedding.
With Amy’s help, we follow our financial power plan each month and it has really helped us hold one another accountable for our finances. Today, we’re 90% free of our credit card debt and have enough in our savings to cover our entire wedding!
My method was born out of necessity.
After having our first child, our family’s expenses rose exponentially. Determined to reduce our financial stress, I began reading books on money management and personal finance.
Applying the lessons I learned, my husband and I reevaluated our financial picture, got clear on what purchases were aligned with our goals, eliminated non-essential spending, and determined how much money we needed to cover our living expenses.
I developed a budgeting method that allowed us to stay on top of our monthly expenses, live the lifestyle we desired, and plan for future financial goals.
Keep reading to find out how I got from there to here.
Witnessing the confidence and peace of mind that my husband and I had around money, our friends, neighbors, and colleagues started asking for our secrets so they could also create more freedom in their finances.
It was in supporting my own community that I realized I had a real skill and passion for finances that doesn’t come naturally to most.
Initially, I took a series of exams and became an independent Financial Advisor and Money Manager supporting hundreds of individuals and couples. But over time, I found that the most rewarding aspect of my job was helping my clients manage their daily finances, not the investment piece. So I left my career in financial management and opened my financial coaching business.
Since becoming a financial coach, I have helped my clients get out of thousands of dollars in debt ($84,000 for one couple!) and save for important purchases, including houses, vacations, and college education. But most importantly, I’ve seen them transform who they are as human beings. They’re happier, healthier, and more optimistic about their futures because they aren’t burdened by financial stress anymore.
They aren’t worried about not having enough money or feeling trapped by their debt. They feel lighter and free to dream because they have effectively shifted from a mindset of “I’m bad with money” to “I have freedom, power, and control over my finances.”
I remain on a mission to help people do more with their money so they can experience less stress, more financial freedom, and confidence about the wealth of their future.
This is my husband, Mick. He loves helping couples, too! We served together on the Couples Coaching Couples board of directors from 2015-2020.
YOU’VE LEARNED A LITTLE ABOUT MY STORY,