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Coaching Session Steps

The hardest part is step #1!  After that, you will have me to guide you along the way.  Are you ready to make the change you want to see?

1. Commit & Reach Out

2. Free Finance Consultation Chat

3. Sign up & Set up

4. Do. The. Work.

5. Live Confidently


Book a free consultation now

No commitment, just conversation.


Private Coaching

Customized advice with 1:1 time with Jolie

Private Coaching Session

Individual meetings for the most customized coaching

Personal relationships with money are often a sensitive topic.  Let me simplify the math and help you with the psychology of it as well.  Beyond just the numbers, we can look into the motivations behind your actions (or inactions!) to get you to continue your path to financial wellness. 

We can work out debt repayment plans, investment strategies, and even creating a livable budget.  When you need some custom assistance with your finances, let me guide you on your journey.

This is completely customized to your needs, whether it is for debt repayment or wealth building. Let's talk about what you need!

I start with a no-commitment chat.  No risk!


Typical Private Coaching Sessions

Look like this:

Commit to making changes and confirm that we are good fit with the free consult.  Reaching out is the hardest part!  

A bit of paperwork to get set up including registration, scheduling and payment.  

Homework!  This is a wide variety of resources, from reading blogs or watching videos, online quizzes and working on our shared working paper file.  Mindset and math, we get into it all

Virtual meetings customized for each client.  Confidential discussions and digging deeper into solving your financial struggles.


My Clients are:

Desiring to reduce their stress related to their money struggles.  

Ready to take control of their finances!

Professional women (and her spouse if she has one, too!)

Facing challenges such as:

  Debt Repayment

  Budgeting and Cash Flow

  Investment Strategies.

Needing unbiased, professional advice without being 'sold' to.


Jolie is a breath of fresh air in the financial services industry. She's intelligent, honest and trustworthy. I appreciate her focus on financial education, which I think is absolutely fundamental in helping people achieve better financial outcomes.


Book a free consultation now

No commitment, just conversation.