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Personal Financial Coaching

One-on-one coaching, group workshops & speaking,  helping people build financial freedom from wherever they are starting.

Rooted in hope, built for freedom.

6-Week Coaching Package 
  • Initial Goal Assessment & Discovery Session
  • Weekly 60-Minute Targeted Strategy Meetings
  • Foundational Financial Clarity & Spending Analysis
  • Custom Zero-Based Budget Setup and Training
  • Strategic Debt Elimination Roadmaps
  • Access to Digital Budgeting Tools and Worksheets
12-Week Coaching Package 
  • Complete Behavioral Finance Evaluation
  • Weekly 60-Minute In-Depth Coaching Sessions
  • Comprehensive Debt-Free Strategy & Wealth-Building Habits
  • Long-Term Retirement and Savings Strategy Guidance
  • Advanced Cash-Flow Management & Goal Synchronization
  • Priority Direct Access Support Between Sessions
  • Final Performance Review and Sustainability Roadmap

One-on-One Coaching Packages

  • Two Progress Check-In Sessions Per Month 
  • Continual Budget Refining and Tracking Oversight
  • Real-Time Progress Metrics and Goal Adjustments
  • Steady Encouragement and Judgment-Free Support
  • Unlimited Email Support for Quick Questions
  • Available Exclusively to Coaching Alumni
  • Single 90-Minute Focused High-Impact Session
  • Targeted Identification of Immediate Potential Savings
  • Rapid-Fire Problem Solving for Specific Hurdles
  • Immediate 3-Step Action Plan for Quick Wins
  • Session Summary and Resource Recommendation List
Ongoing Accountability 
90-Min Clarity Intensive 

Programs & Packages

Always Included

  • Complimentary 20-Minute Discovery Call to assess fit and goals
  • Full transparency, judgment-free coaching, and integrity-driven guidance
  • Comprehensive personalized digital budget and automated tracking tools
  • Direct, prioritized email support for questions between formal sessions
  • Actionable practical wisdom rooted in lasting hope and financial freedom
  • Integrity-driven support following Biblical stewardship principles

Group & Community Programs

Custom Group Workshops 
  • 6–10 person per cohort

  • Curriculum: budgeting, debt, savings & investing basics

  • Workbook & tracking templates included

  • Private group community access

  • Q&A built into every session

  • Optional 1-on-1 add-on at discounted rate

Custom Corporate & Nonprofit Speaking 
  • Custom-Tailored Financial Wellness Talks for Diverse Teams
  • Dynamic and Engaging Educational Presentations
  • Focus on Retention, Job Satisfaction, and Stress Reduction
  • Empowering Organizational Culture through Healthy Stewardship
  • Contact for Personalized Planning and Logistics Pricing
Always Included

Judgment-free atmosphere • Practical wisdom • Hope-filled guidance • Integrity-driven support

Start Your Journey

Book a complimentary 20-minute discovery call to explore your goals. All packages begin with this initial conversation. Custom pricing is available for nonprofits and hardship cases.

Who We Serve

Helping individuals, couples, and teams navigating major life transitions. Whether you are starting from zero or looking to protect what you've built, we create plans rooted in hope and longevity.

Our Founder Wendy's Story

Thirteen years ago, I sat at a kitchen table with my late husband David, two babies, education debt, and more expenses than we had income. We made the decision to change everything. Working through Dave Ramsey's Financial Peace program, we took on multiple jobs, cut everything we could, and paid off every dollar we owed - together.

 

When David passed away a decade ago, I was left to carry it forward alone. Sole income earner, managing a household, raising our children, and navigating investing, homeownership, and long-term financial planning entirely on my own terms. Today, at 42, I remain debt free, financially independent, and living with the kind of freedom I once wasn't sure was possible for someone in my situation. That journey; the exhausting years of working multiple jobs, the grief, the quiet discipline, and everything I figured out on my own is exactly what I bring to the women and families I serve.

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I hold an MBA in Organizational Communication and have spent over 15 years leading complex organizations through financial turnarounds, operational restructuring, and strategic planning, and as an adjunct business faculty member at Portland State University, I understand how systems, numbers, and behavior intersect. I am not just someone who studied personal finance. I am someone who lived it under real pressure, and who has spent her career helping organizations and people build structures that last.

 

Through my financial coaching practice, I work specifically with individuals and couples who are ready to take control of their money, whether they are climbing out of debt, stretching an income that doesn't feel like enough, navigating finances after a loss or divorce, or simply starting over and not sure where to begin. My approach is practical, judgment-free, and grounded in the same step-by-step framework that changed my own life. I know what it feels like to be overwhelmed by the numbers and I know the way through. If you are ready to stop surviving and start building, I would love to walk that road with you.

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