Together let’s conquer your money fears and achieve your financial dreams.
Mindset | Confidence | Wealth
Your 1-on-1 financial clarity coaching program will be designed for you, right where you “are.” We will work together to build on your money strengths, while framing a powerful wealth mindset so you can conquer your financial obstacles, and feel financially confident, independent, and secure.
This is accomplished by creating a judgement free space for powerful:
Financial Conversations & Education
Financial Housecleaning & Organization
Financial Plans & Strategies
You are not alone if….
You had a life changing event that has impacted your financial well-being and confidence.
You don’t know if you can take responsibility for your money on your own and support yourself.
You want better money habits that align with living your best life.
You feel judged, stressed, overwhelmed and just don’t have time to focus on your finances.
You have fear of the future.
You don’t know what you don’t know. Is there something you should be doing, tracking, changing, moving?
Jan B.
“I lost my husband and needed to sell my house and move to a new city. My head was not in the right place and Kathy was incredibly patient and kind explaining things to me. She was also a great sounding board for me when deciding on pricing and timing of that sale.
Her background in accounting and long time work in real estate gave me more confidence moving forward with the sale of my largest monetary asset, my home. When I was feeling very overwhelmed and lost on many aspects of the sale, Kathy helped me most by leading the way through the process. She is a strong woman and helped me feel stronger myself and able to tackle big challenges early on in my new life as a single woman.”
How would you feel if you could start again……
Discover your own financial gifts.
Learn how to take charge of your financial path.
Take control of your wealth.
Create a powerful wealth mindset.
Achieve your financial dreams.
SWW programs revolve solely around your needs and priorities, without any sales of financial products. Together, we craft a customized roadmap tailored to where you are, ensuring that our efforts are directed precisely where they hold the most significance to you.
In 30 days you will have guidance so you secure and grow your wealth by reclaiming your financial power, independence, and wealth mindset.
You are a woman who who wants to be comfortable with your money and financial decisions.
You want to live your best life and feel confident knowing you have enough money to support it.
You want to learn about your money habits and values, and how they shape financial behavior.
You want a guide that will help bring clarity to your financial goals.
You want financial freedom and independence.
You have specific goals in the areas of property sale or purchase, debt reduction, budget management, savings, banking, long term wealth strategies, legacy planning or risk management/insurance.
This Program is For You If…
Are you READY?
Ready to open those bills and be confident you can pay them.
Ready to map out your plan and set your OWN goals.
Ready to take on a new income stream or go back to school.
Ready to understand why, how and when to purchase or sell real estate based on your values.
Ready to know you are well protected in case life throws you another curve ball.
Ready to believe you have the financial skills to thrive.
Ready to understand your financial behaviors, motivations and why they matters.
Ready to gain financial competency and security.
Then I invite you to join my 30-Day Financial Clarity program.
Carson D.
“Kathy is my absolute favorite person to work together with! Her attention to detail carries through in her high level of care and into her knowledge from using her superb organizational skills to laying out the information, to gathering the information needed. Everything she does is done with the highest integrity, knowledge and skill. If she doesn't already know it, she will find it!
What’s Included?
Personalized Financial Clarity Coaching Program
5 hours of 1-on-1 coaching.
A personal financial guide document that organizes all of your financials in one place.
Estate planning information and walk thru with access to personalized documents through encore states. * legal advice & estate documents ONLY through attorneys at encorestates at an additional fee. (starting at $350)
Email access and accountability touch points during the program with 48 hr response time during business hours.
After program completion, you are eligible for extended monthly coaching sessions starting at $125.00/month.
Sessions are scheduled based on your availability.
Total Investment: $450.
Estate Planning document walk-thru Coaching Session
encorestate attorney created state specific plans -information and walk thru.
NO Legal advice.
90-min coaching session: $150
Completed plans start at an additional $350. Attorney review, if requested, starts at $200.
Not everyone will qualify for these plans.
Discover why and how you interact with your money Coaching Session
Using your completed Money Habitudes® assessment, we will explore your Wealth “Why,” your Money Habits and your Attitudes towards Money.
60-min coaching session: $90.00
Three Flows to Create a Powerful Wealth Mindset
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Financial Relationship
Discover what makes up your wealth mindset so you can discover your true vision for your future.
Step 1: Explore your money values, attitudes, and behaviors as a solo woman.
Step 2: Discover how past money experiences shaped your wealth mindset.
“The secret of change is to focus all of your energy, not on fighting the old, but buildind on the new.” - Dan Millman
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Financial Knowledge & Action
Knowledge is power. Apply your new mindset to a specific financial goal so you can make decisions and actions that last.
Step 3: Let’s organize your financials, create plans and pinpoint areas that may have the greatest impact on your wealth WHY. Then through Financial Education and SMART Goals, together we will create an action plan that feels aligned with your dreams. Areas we address include: Savings, Income, Spending, Debt, Risk, Property, Estate and Investments.
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Financial Identity
Build your strong wealth identity to create financial confidence, security, and independence.
Step 4: Explore money habits, how they play a part in your wealth identity, and learn to trust yourself with your new wealth mindset.
“Experience doesn’t create even a single spark of light in the darkness of the middle space. It only instills in you a little bit of faith in your ability to navigate the dark. The middle is messy, but it’s also where the magic happens.” - Brene Brown
