Working Globally from San Francisco

Our Work Together

A Safe Haven to Talk about Money

For all of us, talking about money is highly charged emotionally. We live in a culture projecting the wrong view that our identity and self-worth are linked to our money. Many of us feel deep shame about our money. We fear others—even our loved ones—would find us worthless if they knew our real story.

I provide a safe, non-judgmental and confidential haven for you to talk about your money.

Isn’t it time to give up your burden of money fear and shame? Isn’t it time to overcome habits that have been limiting your life? If not now—when?

How Long Will it Take?

Overcoming financial problems is a process – not an event. Because every client’s situation is unique, every client will have specific requirements.

First session – What does money psychologically mean to you? Talk about your habits, family history and money, money messages and the money stories in your mind. Define your problems and goals. Leave with homework: a spreadsheet for entering and reflecting on your income, expenses and debt.

Second session – Begin making money accountable to you. Customize a money management tool reflecting your life. Identify monthly, periodic and seasonal expenses. Talk about spending and savings choices aligned with your goals and values. Leave with a cash flow plan for the upcoming month, and coping skills for overcoming old habits.

Follow up sessions – Support and confidence to manage your money. Learn intricacies of the cash flow plan. Delve deeper into the psychological component of money and situations that drive old habits. Talk about savings, strategies for paying down debt, and what you need at month end to support your goals. Learn to create an annual spending plan. We will continue to work together until you feel you’re ready to function on your own.

Quarterly check-in. Stay on track, overcome obstacles. Take a retrospective look at your cash flow plan for the last 3 months. Identify trends in your spending and saving. Examine the psychological impulses behind your spending. Are you meeting essential needs? Are there spending alternatives for fulfilling desires?

Annual spending plan. Take a retrospective look at the last year. Review values and goals. Create a sound cash flow plan for the coming year.

Working Globally from
San Francisco

PH: 415.333.6972


1693 Polk St., Suite 210
San Francisco, CA 94109


230 Teresita Blvd.
San Francisco, CA 94127

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