More Than Numbers—Your Financial Partner

Maybe you're dividing finances after a divorce. Maybe you've taken over your household's finances while caregiving for a spouse. Perhaps you've decided it's time to finally take ownership of money you've always left to someone else, or you're rebuilding trust in your finances after discovering financial infidelity. If any of that sounds familiar, you're exactly who I work with.

I'm Joanne, an ICF-certified coach with over 15 years of coaching experience, focused on the intersection of money and life transitions: those moments when everything shifts, and your finances need to shift with them. These transitions rarely come with instructions, and figuring out the financial side shouldn't mean figuring it out alone. My approach combines extensive coaching experience guiding people through major life changes and goals with an expertise in the financial side of those decisions.

Credentials:

  • International Coaching Federation (ICF) certified — 15+ years coaching experience

  • Pursuing a PhD in Personal Financial Planning

  • Graduate Faculty, Financial Therapy

  • Member, Financial Therapy Association (FTA)

Ready to Start Planning?

Send us a quick note and let’s build your roadmap together—no pressure, just helpful advice.