Working Globally from San Francisco


My Process As Your Money Coach

  1. Assess your personal finances. Get a clear picture of how money operates in your life. See the impact of debt, tax problems, medical costs, under-earning, money hording, fear of retirement, divorce, inability to save or budget for a new home or college . . .
  1. Identify your money habits. Examine your habits around spending choices, saving and debt. Are you earning at your full potential? Meeting essential needs? Have a financial safety net.? Filled with despair or hope for the future?
  1. Uncover your psychological dynamics. Probe to the root of your problems: how you feel about money, your shame, what’s been ingrained through parents and society, how you earn, what you think you deserve.
  1. Gain effective money skills. Learn a practical system for tracking income and expenses, paying down debt and the right use of new debt. Learn coping skills when old habits surface. Envision your future, set goals and take practical steps. Create savings for security, life changes, vacations, college, a home.
  1. Keep on track. Gain tools and resolve to make spending choices aligned with your values and goals. Embrace your new ability to live well within your means. Get back on track if you fall off. Reassess when life throws you a curve. Analyze your annual finances and make plans 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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