Invest in your future self
“Human beings are works in progress that mistakenly think they're finished.”
- Dr. Daniel Gilbert
Services
Financial therapy-informed coaching
Financial therapy-informed coaching
Financial therapy-informed coaching
Appointment Booking Coming Soon
Wellness retreats & group workshops
Financial therapy-informed coaching
Financial therapy-informed coaching
Events Coming Soon
My Method
Find a Friend in Your Future Self
Evaluate Your Phase of Financial Well-Being
Make a Vision Board 5 Years in the Future
In order to care about saving and investing for our future self, we first need to feel similar and connected to them. Like a friend who needs our help. First we make an inventory of your past self versions to improve the relationship between now and later by identifying the thread that holds them all together.
Make a Vision Board 5 Years in the Future
Evaluate Your Phase of Financial Well-Being
Make a Vision Board 5 Years in the Future
Does planning long term medical care and social security checks sound boring to you? Yea me too. Friends are fun, so we take the thread and make with a vision board 5 years in the future. So close you can feel it. Here we use your 5 senses: sound, taste, smell, touch, and sight. No numbers or goals just yet.
Evaluate Your Phase of Financial Well-Being
Evaluate Your Phase of Financial Well-Being
Evaluate Your Phase of Financial Well-Being
Planning for the future isn't just about goals, it's about sacrifices. Our future is also about the pathes we don't take. Here we identify financial and non-financial sacrifices or goals you need to make in order to reach that 5 year future. Then we evaluate where you stand in the 6 phases of financial well-being.
Address Mental Blocks Interrupting Progress
Evaluate Your Phase of Financial Well-Being
Evaluate Your Phase of Financial Well-Being
Not manifesting wealth? Feeling like you're doing it wrong? The path to wealth can be simple. But it isn't easy. Complex emotions, beliefs, noise, and family dynamics lay the foundations of your financial well-being journey. In the last step, we address which ones are going to hold you back on making progress.