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Trauma Informed Financial Guidance

I’m going to be real. Financial literacy advice out there can be discouraging, unrealistic, non inclusive, and oftentimes emotionally bypassing. Our relationship with money is incredibly nuanced. There is a lot of history, environmental factors, lived experiences, systems, and people in our lives that contribute to the way we view, make, save, invest, and spend money. 

The work I do is inclusive of strategies in reaching financial wellbeing, but it is also a deep reflection of your beliefs behind money. This is why I believe in having a holistic, trauma informed approach to your finances.


What To Expect

Intro Call → intake meeting →  financial roadmap meeting → quarterly support → quarterly reflection


Introductory Call

To start, you can book a 20-minute complimentary call with me. This gives us a chance to get to know one another (think of it like a first date) before we certainly fall in ~*financial*~ love and begin our work together to reach all your money goals. IF by chance we are not a good fit, I have a wonderful group of financial educators in my network that I can refer you to. Either way, it's a win win.

Intake Session

This is your first official session with me where I will be asking a series of questions about your financial life. This includes the numbers such as income, savings, debt, investments but also questions like, “what was your first money memory?” and “how do you want to feel about your money at the end of this quarter?” Because that stuff absolutely matters. This will require some vulnerability on your part, but I assure you that I'll be holding space with you every step of the way. 

Financial Roadmap Session

Now I put together your unique financial roadmap using the information you shared in the intake session that actualizes all of your money dreams. It will address where you are now, where you want to go, and the “how” in getting there. And what’s a road trip without a stellar playlist? I got you covered, because finances should be fun, too.

Quarterly Guidance

This is where a majority of our work together is done. Not everyone that receives a roadmap will implement it. It can be paralyzing at first, but that’s why I am here. You have access to me via email/text to ask any questions you might have or financial SOS’s where you need emotional support. We will also have virtual calls where we catch up live throughout the quarter. 

Quarterly Reflection

My favorite part of the process. This is where we reflect on the last three months together because it is a journey after all. We will also look at the numbers and see how implementing the roadmap showed up in your finances. I love reflections because this is where we hold space for your beliefs around money and rewrite your money story to serve you, one chapter at a time.

 

Let's Get Started