Are you worried about your money?

I help hard-working professionals in their 40s and 50s—who worry about money—get their finances in order so they can feel confident in their future, and do the things they love.

It’s not too late, but it is time.

Struggling to reach your financial goals?

You make a decent income but you don’t feel you’re getting anywhere financially, and you’re not sure why.

You don’t mind working. Maybe you even love your job. But every day feels like running on a treadmill, unable to get off, just trying to keep up with the bills.

You and your partner love each other but you can’t talk about money without fighting.

You want to help your kids get established, but you also worry about your own financial future.

You’re exhausted, but feel like you’ll have to work forever because you’re behind with your retirement savings.

Even when you have money to invest, you’re not sure how to grow it because it’s all so confusing, and scary.

Imagine instead.

Getting off that treadmill and making real traction with your money. Work feels better now. Life feels better. There’s less stress because you know how to make your hard-earned money grow…and, rather than just stay afloat, now you can do more of the things you love. It feels like freedom!

Bills paid

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Debt free

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Savings for emergencies

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Vacations

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College savings

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Investment savings

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Retirement

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Giving

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New business or job

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Bills paid 〰️ Debt free 〰️ Savings for emergencies 〰️ Vacations 〰️ College savings 〰️ Investment savings 〰️ Retirement 〰️ Giving 〰️ New business or job 〰️

I'm Dee, and I believe pursuing financial freedom is essential. Money affects every aspect of life—when finances create stress, conflict, or fear, it impacts everything we care about.

I've faced these challenges firsthand. Like you, I’ve managed debt, saved for emergencies with kids, covered mental health expenses, helped my children through college, supported aging parents, planned and invested for our future, and dreamed of starting a business. It’s a lot to juggle!

But I view it as a meaningful journey. Each milestone builds freedom, moving you closer to the future you want. As a coach, I use my knowledge and experiences in life to help people like you feel confident in their finances, stop worrying, and enjoy what matters most. You know what you want from life—let’s get you there!

Are you ready?

If you’ve made plans in the past, but couldn’t stick to them,
WE’LL FIGURE OUT WHY.

If you can’t talk about money with each other without fighting,
WE’LL FIND A WAY.

If you just feel stuck, and can’t see progress no matter what you do,
WE’LL GET YOU UNSTUCK.

Work with me 1:1 and I’ll get you on your way to financial freedom!

We start by assessing your current situation with a deep-dive Money Assessment. This allows us to see where you stand and understand how it’s impacting your life.

From there we’ll begin your journey to freedom, addressing your unique money personality, values, and dreams, and putting systems into place that fit you best, for success.

Over the course of our time together, I’ll help you take consistent action, with a clear roadmap for the future, so you can be confident and no longer worry!

What others are experiencing.

  • Dee was wonderful to work with! She was patient, structured, and informative as she helped me gain more confidence in understanding finance. She helped me take control of not only my personal finances, but also navigating my transition in starting my own private practice.

    Mark C.

  • We felt unfocused before working with Dee. She was great at listening and fantastic at brainstorming with us to take the most advantage of our financial situation. She helped us through it all, held us accountable, and we’re glad to be on the right path now. And her even-keeled and happy disposition is the best!

    Toby & Diane H.

  • Dee has a very non-judgmental approach, yet asks tough and thought-provoking questions. I thought that a budget would be deprivation but now I like challenging myself to stick to it! As a wife whose husband takes care of the financial responsibilities, Dee has helped me talk about money regularly with my husband, which has removed a lot of the stress. Now we see the big picture more clearly, together.

    Nicki and Andy S.

  • I know what will help pay for our coaching sessions! One less session with my therapist this month...because this is like therapy! So helpful.

    Amanda & Steven O.

  • Dee has been so helpful not only with my finances, but as an encourager in my life. She is so positive! I have a smaller nest egg than I would like but Dee does not let that stop her. She is always seeking new ideas.

    Debbie C.

  • Dee is very easy to talk to and share struggles with--both financial and life stuff. Dee listens with compassion and really hears what is said. Time with Dee is well spent.

    Jill T.

  • It was helpful to learn that I don't have to leave our retirement planning to the so-called experts. Taking this class has given us the confidence to take control of our retirement planning. We want to continue to learn more about the options available!

    Sean and Elena D.

  • Thank you for this impactful class! Dee is the most amazing teacher I've met in years and really cares. She's good at structuring things and has a great attitude. I hope others take her classes and she has more opportunities to help and guide.

    Drew and Rebecca G.

  • We were afraid in the beginning if we could afford coaching. And afraid of failing and being judged. But with Dee’s credentials, maturity, and compassionate approach, she has helped us create a plan and kept us accountable to it. We wouldn’t want to do this without her!

    Lisa and Mike B.

It’s time. To get your finances in order. Get traction. Invest. Feel confident. No longer worry. Pursue freedom!

Take these steps, and you’ll get there!

Book Your Call.

To get started on your Journey, book a free call with me below. Let’s talk about your situation, why you feel stuck, and what you hope for your future.

Get Focused.

With focus and commitment to the Journey, you’ll put systems in place, develop healthier habits, and get your feet on solid ground.

Reach Your Goals.

Now that you’re off the treadmill, you’ll make real traction with your money. Together, we’ll get you well on your way to financial freedom!

Not sure about coaching yet?

Start here by signing up for my educational blog articles, including this download on “3 Simple Strategies for Handling Financial Emergencies.”

For past blog articles, read here.