How it works

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Schedule your complimentary call

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Let’s talk about the goals you have for your money

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Make a decision that changes everything

WAYS TO WORK WITH ME 1:1

The Savvy Steward Program

Signature Personal Finance 1:1 Coaching
6 Months | $550/month


Who is this program for?

You’re a mid career woman who is a six figure or high income earner yet you find yourself lacking the Financial Safety you desire to have in your personal financial situation.

Most of us were not given a blueprint for how this money thing is suppose to work. You might have the six figure salary, but not the financial success and safety you expected when you started earning six figures.

The Savvy Steward Program is a private space for you to be heard without being shamed or ridiculed, its a judgement free zone to craft a plan to help you stop living paycheck to paycheck and create the Financial Safety you have never had in your life.

Having Financial Safety is the human side of money and one that is deeply personal to the individual experiencing it. My clients define it as:

  • Having a plan or strategy for the money that you earn

  • Having Debt Freedom; experiencing life without the burden of credit card debt

  • Having Cash On Hand; for the inevitable unexpected expenses that will pop up

  • Having options in life; not having to settle because you lack the funds to make the choice you want to make

  • Having a Legacy Plan; the ability to model and teach your kids good financial habits and a financial plan that will help them avoid the hardships you endured

There have likely been times in your life, you may have experienced one or two of these, but never all of them at the same time. Having all five at the same time, is how my clients define Financial Safety.

The Savvy Steward is an invitation for you to step into a 6 month partnership to design your path to Financial Safety as you define it. Over the 6 months you’ll:

  • Create a plan for your money to stop living paycheck to paycheck, learn to have better balance between your spending and saving without extreme restriction, deprivation or over micromanaging your money

  • Implement a plan to have more cash on hand to cover financial emergencies without constantly wiping your savings account

  • Start your emergency fund

  • Stop relying on credit cards to finance your day to day life and define a clear path to credit card debt freedom within the next 3-5 years

Over six months you will learn how to manage money with a simple money management system and implement strategies to create more financial safety. Together we will create a sustainable spend plan that incorporates your financial responsibility AND lifestyle.

My promise is that you’ll build more confidence, more organization, more clarity, feel more safe and less emotional about money in addition to less debt, more savings and excitement for your financial future!

“A healthy relationship with money means your money works for you rather than against you. You neither hoard it nor squander it. You neither avoid it or obsess over it. You see it as a tool to create a life of your own choosing.” Kara Stevens

The Savvy CEO Program

Business/Personal Financial Coaching for Small Business Owners & Corporate Professionals Earning at least $250k annually
6 Months | $750/month

I help service based solopreneurs model, monitor and manage cashflow needs for Life & Business


Who is this program for?

Service based solopreneur with $250k in business revenue or corporate professional earning at least $250k BUT how you handled it was a lil bit ragged.. You are likely still the one primarily managing the finances of the business and quite frankly, the weakest part of your business is understanding finances.

Are you managing your business finances “flying by the seat of your pants”. Are you clueless as to how much money you are actually making or if you are actually profitable or not? Do you just randomly pull money from your business account when money gets low in your personal account or do you just spend straight from the business account, whether its personal or business related?

Cashflow is the lifeblood of a business and poor cashflow management can stunt the growth of your business. This business financial coaching program emphasizes cashflow management fundamentals and is designed to help you elevate your cashflow management with practical strategies and step by step guidance. Uncover the CFO within you!

Here’s how to know this is for you. You desire:

  • To development money management skills for both your business AND personal cashflow

  • To be able to pay your self consistently, not just randomly pull money out to pay bills when they are due

  • To get organized and stop comingling your business and personal finances

  • To start setting aside money for taxes every month from your business

  • To get your “stuff” together NOW because your business revenue is steadily growing. A lot of money is flowing through your hands and you want more structure

The Savvy CEO is an invitation for you to better manage your cashflow. Over 6 months we’ll accomplish the following:

  • Get complete clarity of ALL your personal and business finance numbers

  • Establish separate cashflow management systems for personal and business

  • Design and balance a monthly budget for your personal life & an annual operating budget for your business

  • Define and prioritize financial goals for your life and business

  • We’ll create the following for your Business Money Plan:

    • Confirm the proper paycheck amount and cadence to pay yourself consistently

    • Annual Operating Budget

    • Identify Key Performance Indicators (KPIs)

    • Establish Sales Forecast/Revenue Targets

    • Cashflow Projections

    • Pricing and Profitability Analysis of Offers

You’ll understand your business finances in layman terms and learn to make data backed decisions in your business.

As an organized business owner you’ll be able to:

  • Have a clear separation of personal and business funds

  • Know exactly what to pay yourself and how to consistently take a paycheck from your business

  • Know exactly how much money it takes to run your business

  • Proactive cashflow management - Track and manage cashflow and expenses with clarity and ease

  • Efficient forecasting and analysis - Make revenue and cashflow projections for the entire year

  • Set aside money for your taxes every month

  • Be in control of your money without overwhelm and understand your business profitability

  • Understand how to read your financial statements and what they are telling you about your business

Click the link below to answer a short questionnaire and schedule a discovery call to take the struggle out of money!

The Savvy Steward: 4 Week Intensive

a 1 Month Money Management Mentorship
$2,500 (payment plan available)

Not ready for a long term financial coaching program but you know it is time for you to do something about your money? This four session intensive might be the better option to jumpstart you on your path stop stressing over money. In four financial coaching sessions we’ll co-create:

  • Clarity of all your numbers - incoming cashflow, outgoing cashflow, “the gap”, debt and savings rate

  • A realistic budget for your everyday and unexpected expenses

  • A monthly money strategy and routine to manage your money with ease and less stress

  • A plan to pay down your debt with the exact debt free date

  • Identify top 2 financial goals and a clear path for next best steps

The 4 week Intensive includes four private 1:1 coaching sessions: one 90 minute kickoff session, followed by three 60 minute sessions.

 FREQUENTLY ASKED QUESTIONS

FINANCIAL COACHING

What is financial coaching?

According to the Consumer Financial Protection Bureau, a financial coach is a trained professional who collaborates with and guides their clients to reach their financial goals, including:

•   Better money management skills
•   Improved savings, debt levels, and credit scores
•   More financial confidence
•   Increased goal attainment

Financial coaching enables clients to make progress in the area of their financial life that they identify as most important.

Financial Coaching with me enables you to take three game changing actions:

  1. Increase your level of personal financial responsibility & leadership with your income

  2. Deactivate problematic beliefs, behaviors and mindsets

  3. Build the financial momentum you need to get ahead financially

Accountability & support are built into the process—a coach does not manage your money for you, but instead provides the tools, knowledge to help you make informed and responsible financial decisions.

How does your 1:1 financial coaching process work?

All of my 1:1 clients start with a free discovery call, where we talk about (1) what they are currently experiencing (2) what they want to be experiencing (3) how financial coaching can help them bridge the gap.

After the YES to YOU:

  • You will pay your deposit to get started, upon payment you’ll receive a welcome email with your welcome guide AND the first 3 steps to get the process started:

    • Scheduling your 30 minute onboarding call

    • Scheduling your very first session - 2 hour kick off session to establish your financial baseline, there is prep work required to get ready for your first session, which you will receive via email immediately upon scheduling

    • Complete your client intake form - this helps me learn more about where you are financially and what you want to focus on

  • You’ll have a total of 20 private 1:1 sessions over 12 months, the first month we meet EVERY week, after that, we meet bi-weekly and monthly the final six months

  • You’ll have access to me via email and Voxer between scheduled sessions

  • You can bring any and every financially related issue to the table for discussion, brainstorming, strategizing…….you have my eyes, brains and strategy on your finances to get personalized solutions to your very specific issues

  • Over twelve months we’ll work through the Savvy S.T.E.W.A.R.D method to help you develop and grow into the financial Steward God has called you to be:

    • S - Build Your Skills, Strategy & Systems

    • T - Tackle Your Debt

    • E - Evaluate Your Spending

    • W - Understand what the Word of God says about Stewardship

    • A - Assess Your Numbers

    • R - Renew Your Relationship With Money

    • D - Delegate Your Dollars

  • During my program, my promise is that you’ll build more confidence, more organization, more clarity, feel more safe and less emotional about money in addition to less debt, more savings and excitement for your financial future!

What’s the difference in a financial coach and financial advisor/planner?

A financial coach helps you get on track with how you manage your money on a day to day basis. A financial coach guides you in creating goals and supports you in implementing and achieving them. Financial coaching is different from any other finance-related job. CPAs help you with your taxes. Financial advisors help you with investments. Financial coaches work with you to create plan for your money day to day and help keep you on track to that plan.

Another way to explain it is a financial coach assist with the short term, day to day money management, an advisor assists with the long term, investment and portfolio growth as well as some insurance needs. A coach helps you find the money to invest in your budget, an advisor tells you where to invest that money. While coaches can provide basic education on the concept of investing, we are not licensed to provide financial advice like financial advisors are, and therefore cannot provide specific product recommendations. As a financial coach, I also do not sell any financial or investment products.

You could benefit from having both on your money team, but they may be required at different seasons of your life.

Do you offer payment plans?

Yes of course!

SPEAKING

What is the process to bring Emily to our campus or workplace?

It all begins with a strategy call with Emily and your organization’s decision makers to co-create your vision and discuss your needs and desires.

After learning what you need and the available budget, we will send you a formal proposal (additional call to discuss proposal if needed), upon acceptance of the proposal, a contract and invoice will follow. Typically, after the contract is signed, the date is locked in and we start our onboarding process. 

Our onboarding process is designed to make everything as easy as possible for you. We’ll even create the event graphics and write you sample emails to send out to promote the event. 

There is also a pre-event call before the event and a wrap-up call after the presentation is complete. If it's virtual, we will provide you with log-in details to accommodate your group. 

The Process:

Strategy Call > Proposal > Contract > Invoice > Onboarding > Pre-Event Call > Event > Wrap-up Call

What are your typical program prices for Early Career Financial Wellness Programing?

Each of our programs are unique and tailored to your organizational needs, so pricing will vary. That stated, $1,500 is the entry-level point, and pricing ranges up from there. If you have a smaller event and/or you simply can't budget Emily, still book your call and we can see if we or another speaker in our network can help.

Need a custom talk?

If your audience’s financial needs are different than what is presented on our speaking page, please contact me to customize a talk that is more suitable. Other financial wellness speaking topics include Money Mindset, Debt Elimination, Budgeting, & Financial Goal Setting