Fund Your Values - Love Your Life
What do you want to use your money for?
What do you want it to do for you?
What is the change in the world you want to invest in?
Are you ready to vote with your dollars by funding your values?
You can make the change you want to see in the world.
If you feel a discomfort rising in your chest when you think of money, I've been there and felt that.
If you're ready to level up your money management and personal financial planning skills, you're in the right place.
Enjoying a special birthday dinner in NYC! I love to save money to make my dreams a reality.
Money Mentoring Services
I love supporting people to overcome money fears by clearly identifying their values, using money management tools, and taking authentic action to align money with their goals and dreams. Intentional money practices enable us to align our dollars with what we stand for.
Everyone's personal finance situation is just that - personal! I work with progressive young professionals early in their career to establish a budgeting practice, strengthen their financial knowledge, and develop personal finance plans to clearly map out the path ahead. Your plan will establish clear actions to take in order to produce meaningful and fulfilling results. When we take actions that are important to us, we experience more clarity, ease, and joy.
If you work with me to establish a personal budget and finance plan, I will support you to customize it to reflect your life and who you are. Who knows, we might even have fun along the way! Are you ready to start your money adventure today?
My Financial Journey
Want to achieve your money dreams?
I support people to start budgeting and create personalized financial plans. You can think of me as a guide who supports you along your money journey to reach destinations you dream of. We work together to establish systems and practice habits that will help you reach your goals in a way that aligns with your individual strengths and values. My specialty is guiding people through the process of setting up, using, and optimizing a budget using You Need a Budget, which helped lead to my personal financial accomplishments.
Ready to Take Action?
I can support you to guide your own money journey and take action on what is most important to you. Don't know what all of the money lingo means? No problem, I didn't either when I started my financial journey! That's why I'm here to help.
I help clients with everything from budgeting basics to establishing a money vision, setting goals to play towards, becoming debt free, and saving and investing for what's most important to you. Mentoring is customized to support your specific situation.
How it Works
All clients start with a free discovery session that provides us with an opportunity to learn about one another and see if money mentoring or other services would be a good fit to help you accomplish your dreams. We'll even have fun along the way!
Money Adventuring Packages
I offer the two packages. Money adventurers typically complete a package in four months or less. At the end of the package, we will check in and determine what if any ongoing support you would like on your path ahead.
$600 total ($300 x 2 monthly payments):
Establish a budgeting practice by creating a personalized budget that works for you using You Need a Budget
Use income intentionally, in alignment with what you value
Identify and take actions to optimize your spending
Have sessions frequently to ensure you have consistent support
8 1-hr sessions
Vision, Strategy, and Goals
$750 total ($250 x 3 monthly payments):
Includes the Budgeting Basics elements plus:
Vision and Goal Setting
Learning about financial concepts and developing a debt paydown strategy (if relevant)
2-hr Vision and Goal Setting session that includes prep work and follow up summary
7 1-hr sessions
Free Discovery Session
If you are interested in exploring where you may go on a money adventure with me, we can discuss what might support you in a free discovery session. If my programs are not the right fit, I am more than happy to make resource recommendations that might help you on your journey.
"After working with Emma for a month, we learned how to formulate a budget and stick to it. She has taught us so much in such a short amount of time. We have gone from people who thought, maybe we were good with our money, to people who are actually good with our money! She is patient and knowledgeable. With the tools she has given us, we are on the road to success!"
Dan and Saundra Bouchante