I became a money coach to help people like you crush your money goals and live a life you’re truly proud of.
I work both one-on-one with individuals as well as in group settings with companies and nonprofits. Read on to learn more about the services I offer.
Financial coaching isn’t a get-rich-quick-scheme. It’s a chance to get your money on track and make a clear plan for the future.
– Rachel
1-on-1 Coaching
Through one-on-one coaching sessions, we’ll map out your financial goals and identify obstacles and beliefs that are holding you back.
Then together, we’ll create a plan to achieve those goals. You’ll leave our sessions with action steps, resources, tools and information you can implement right away to improve your life.
Discovery Session
During this one-time, one-hour session, you’ll get a snapshot of your current financial situation and a plan for the future.
An hour might not sound like much — but trust me, you’ll get a lot of value out of our time together!
Here’s how it works:
Before the session
You’ll complete easy-to-navigate prep work so I can gain a detailed understanding of your financial situation. You’ll also complete a worksheet outlining the three main topics/questions you want to receive feedback on during our meeting.
During the session
In a 60-minute Zoom meeting, we’ll fit in as much coaching, teaching and strategy around your stated goals and questions as possible.
After the session
Get a detailed summary report and roadmap for the future. This document includes useful information and links to additional resources so you can learn more about the guidance I provided and take action right away.
Coaching Package
Four coaching sessions, including the initial Discovery Session.
Want to take a deeper dive into your finances? After completing your Discovery Session, consider signing up for a Coaching Package.
You’ll receive three additional sessions so you can:
- Keep your roadmap current and receive ongoing advice.
- Track your financial progress and celebrate your milestones.
- Get unlimited email and text support. Message me any time if you need help or if a question comes up.
- Gain an accountability partner to help you follow through on action items.
- Mentorship as you navigate on-going challenges, such as employment or accessibility issues.
- Stay on track toward financial independence.
Coaching Package sessions never expire so you can schedule these one-on-one meetings whenever is convenient for you — once a month, twice a year, you choose!
Group Coaching and Group Workshops
Are you looking to bring valuable life skills and financial knowledge to your company or nonprofit? I offer both group coaching and group workshops, customized to meet the needs of your employees and participants.
Financial Wellness Group Coaching Series
- Four one-hour group coaching sessions. Ideal for groups of 8-12 participants.
- These sessions are participant-led and follow the co-active coaching model. They offer a safe place to facilitate conversations about the emotional and mental health aspects of money.
- Participants will learn how to develop a positive relationship with money (coping with anxiety, shame, anger and fear). Participants improve their financial wellness by discussing their financial goals in a supportive, non-judgemental environment.
Financial Literacy Group Workshop Series
- 6-8 one-hour group workshops.
- Ideal for groups of 8 or more participants.
- These instructor-led workshops offer a deep dive into financial literacy concepts.
- Participants will learn about budgeting, debt management, credit scores, savings and more.
- The course includes useful worksheets and practical tips, with plenty of time to ask questions during and after each session.
- I’m committed to tailoring services to meet the specific needs of your participants. I can customize the content and focus of the workshops based on a needs assessment survey and your input.
