Personalized Financial Coaching
At Trail to Freedom Financial Coaching, I believe that everyone deserves to feel confident and in control of their financial future. Whether you’re navigating financial challenges, refining your financial strategy, or planning for the future, I provide judgment-free, evidence-based financial coaching to help you take intentional steps toward your goals.
For Couples: Strengthen Your Financial Future Together
Money can either be a source of stress or a tool that strengthens your relationship. Whether you’re engaged, newly married, or have been managing finances together for years, I’ll help you create a shared financial vision and improve communication so you can build a strong financial foundation together.
I help couples with:
✔ Aligning Financial Goals – Get on the same page about money and build a shared financial vision
✔ Creating a Household Budget – Design a spending plan that works for both partners
✔ Debt & Savings Strategies for Couples – Develop a plan to pay off debt and build savings together
✔ Improving Financial Communication – Learn strategies to navigate financial discussions and avoid money conflicts
✔ Financial Planning for Major Life Events – Prepare for marriage, homeownership, parenthood, or retirement
Let’s work together to build a financial future that supports your relationship.
For Individuals: Build Financial Stability & Confidence
Managing money can feel overwhelming, but you don’t have to do it alone. Whether you're working toward debt reduction, financial stability, or long-term financial planning, I’ll provide guidance, education, and a personalized strategy to help you make informed financial decisions.
I help individuals with:
✔ Budgeting & Cash Flow Management – Create a realistic budget that aligns with your values and goals
✔ Debt Management & Repayment Strategies – Develop a structured plan to pay off debt while maintaining financial stability
✔ Building Savings & Emergency Funds – Create financial security by establishing a plan for short-term and long-term savings
✔ Understanding Credit & Improving Credit Scores – Learn how credit works and develop a strategy to strengthen your financial profile
✔ Financial Goal Setting & Planning – Identify and work toward your short-term and long-term financial goals
✔ Navigating Life Transitions – Financial guidance for job changes, relocation, divorce, or other major life events
Ready to take the next step? Let’s build your financial roadmap together.
For Businesses & Organizations: Promote Employee Financial Wellness
Financial stress is a leading cause of reduced workplace productivity, absenteeism, and financial strain on employees. Providing financial education and coaching can help employees feel more secure, reduce financial stress, and improve overall job performance.
I partner with businesses to:
✔ Offer 1-on-1 financial coaching to support employees' unique financial needs
✔ Provide engaging financial wellness workshops on topics like budgeting, debt management, and goal setting
✔ Help employees improve financial decision-making for long-term stability
✔ Create customized financial wellness programs tailored to your organization’s needs
Interested in offering financial coaching as part of your employee wellness program? Let’s connect.
Additional Financial Coaching & Education Services
Debt & Credit Coaching
Understanding and managing debt can be challenging. I provide education on debt repayment options, credit management, and strategies to reduce financial stress while improving financial health.
✔ Understanding credit reports & scores
✔ Developing a plan for responsible debt repayment
✔ Avoiding high-interest debt traps
Retirement & Long-Term Financial Planning
It’s never too early or too late to plan for retirement and long-term financial security. I provide guidance on savings strategies, employer retirement plans, and financial goal setting for future security.
✔ Understanding retirement account options (401(k), IRA, etc.)
✔ Planning for financial independence
✔ Building long-term investment and savings strategies
Student Loan Coaching
Navigating student loan repayment options can feel overwhelming. I help clients understand repayment plans, refinancing options, and strategies to pay off student loans efficiently.
✔ Reviewing federal and private loan repayment options
✔ Creating a repayment strategy that fits your budget
✔ Exploring loan forgiveness programs (if applicable)
Crisis Financial Coaching
Financial difficulties can happen to anyone. Whether you're facing job loss, unexpected expenses, or financial hardship, I provide support and resources to help you navigate difficult financial situations.
✔ Managing finances during job loss or economic hardship
✔ Prioritizing expenses and essential needs
✔ Connecting to additional financial resources and support