It’s time for your money to support the life you want.
I help thoughtful, motivated adults turn financial overwhelm into a practical, personalized plan.
Through personalized coaching and structured education, we’ll build a clear map for your finances so you know exactly what to do with your money and why, without shame, jargon, or guesswork. Start with a free 20-minute call — no pitch, just a conversation about where your money feels stuck.
A clear money plan you can actually follow
In just a few months of one-on-one financial coaching, you’ll have a clear financial picture, defined goals, and a personalized money map that shows you exactly where to focus – so you can make confident decisions and move forward with intention.
Financial Fitness Assessment
Over two, 60-minute sessions, we will review your financial data and create a clear snapshot of your current situation.
You’ll walk away with:
a comprehensive understanding of your overall financial situation
a written report detailing your income, expenses, assets and liabilities
suggested next steps to meet your goals
Most clients book this first. It’s the fastest way to see whether working together is the right fit — and the $250 is credited in full if you continue into a package within 30 days.
Pricing: $250
I offer two coaching packages:
Essentials Coaching Package:
Three Months to Your Confident Money Plan
This three-month package includes:
Eight (8) bi-weekly one-hour 1:1 coaching sessions
A full assessment & report-out of your current financial life
Creation of your personal, values-based goals
Your personalized money map to guide your financial life
Debt payoff plan & schedule (if applicable)
Savings goals, plan & schedule
Assignments each week to move your progress forward
Foundational financial education and resource recommendations
On-demand email access to me, up to one month after the final coaching session (I won’t leave you high and dry!)
Implementation together so nothing stays theoretical
$1,800 paid over three (3) months
Best for: Self-motivated people who want expert guidance and a personalized plan they can execute on their own.
Enhanced Coaching Package:
Six Months to Designing Your Financial Future
This six-month package includes:
Twelve (12) bi-weekly one-hour 1:1 coaching sessions
A full assessment & report-out of your current financial life
Creation of your personal, values-based goals
Your personalized money map to guide your financial life
Debt payoff plan & schedule (if applicable)
Savings goals, plan & schedule
Assignments each week to move your progress forward
Foundational to intermediate financial educational and resource recommendations
On-demand email access to me, up to one month after the final coaching session (I won’t leave you high and dry!)
Implementation together so nothing stays theoretical
$3,600 paid over six (6) months
Best for: People who want continuing education, growth and accountability. We work together at a sustainable cadence, adjusting your plan as life and goals evolve.
What Clients Say
“I came to Barbara with anxiety surrounding finances, saving, budgeting, and managing spending habits all felt overwhelming. Barbara really made everything feel so easy and accessible. She gave great nuggets of advice that made the process feel so approachable. Saving is really easy, as long as you do the work to make everything automated. I don’t even think about it anymore, I just watch my savings grow!” - Scott F.
“Barbara explained everything so well! The workshop was so informative and I love the workbooks.” - Money Map Workshop participant
“The pace was great and I can do my own deep dive with some of the tools provided. Actionable items that I can use immediately to help my financial situation.” - Money Map Workshop participant
This is for you…
If you’re thinking about what’s next – partnership, marriage, kids, travel, long-term security – and you want your finances to support those possibilities instead of quietly undermining them.
If you’re carrying some credit card debt and you’re ready to move forward with a plan that fits your actual life in New York.
If you want to save for experiences that matter – whether that’s hiking Machu Picchu, taking a sabbatical from work, or simply creating more breathing room – without feeling like you’re constantly falling behind.
If you want to spend intentionally, with clarity and confidence, knowing your money is aligned with your values, your goals, and the life you’re building.
Why does this matter?
Because money stress is rarely just about money. It affects your sleep, your relationships, your sense of agency, and the choices you believe are available to you. I care deeply about your success because I know how transformative it is to move through the world without that constant low-grade financial anxiety humming in the background.