Is it hard to talk about money?

I help couples in their 40s and 50s have great
money conversations, so they can retire financially secure and happy, together!

You know you need to build better financial habits so you can be ready for retirement some day. But whenever you try to talk about money, it ends up in a fight.

One of you feels judged, and the other feels frustrated.

It’s hard to trust each another with money.

You worry you haven’t done enough, but it doesn’t help that your partner says, “It’ll be fine, it always is.”

Or maybe you have done enough, but it’s hard to feel confident, and spend without fear. Your partner wants to live now, not just later!

The worry and stress gets in the way of enjoying your relationship as much as you’d like.

And about that retirement savings…

You’ve prioritized your kids’ needs over your own retirement savings.

You’ve underestimated how much you need to save, or maybe you are saving enough, but you’re not sure.

One of you wants to be more aggressive about saving, and the other feels like you’ve already sacrificed enough.

Even when you have money to invest, you’re not sure how to grow it because it seems complicated, and intimidating.

You’re exhausted and it feels like you’ll have to work forever to catch up.

And that pressure to “catch up” just makes your money conversations with your partner worse.

Imagine instead.

You have calm and productive money conversations that you feel good about—that help you feel closer to one another. You’re on the same page now, with the same dreams. And confidently, as a team, making real progress toward
financial independence.

And because you’ve learned what you’ll need for a secure future (and how to get there), work feels better, life feels better. No more fights. With your shared vision, your new habits, and your partnership, you can feel confident in your future, and do more of the things you love (with the one you love)!
It feels like freedom!

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, dealt with emergencies, supported my children’s mental health challenges, helped them 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 marriage and in life to help couples like you have great money conversations, feel confident in your 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.

Learn more about private coaching here.

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?
Get your FREE Financial Freedom Workouts.

I’ll help you take small, but key steps towards Financial Freedom, one week at a time. It’s FREE. Sign up for the Gym to get your weekly workouts, and get financially fit!

Be sure to check out additional offerings available in the Services tab, including an in-depth $97 Money Assessment to learn why you’re struggling to reach your financial goals, and what you can do about it. And our group programs: Mindful Spending, The Nest Egg Playbook, and Employee Workshops.