Today I’m introducing you to my client Lourdes. When we first started working together one of her goals was to create a budget because her income fluctuated as an independent contractor and she was in the process of buying her first home.  As a financial coach, I knew Lourdes would benefit from a budget (like so many of my clients) but what she needed most was to shift how she managed and thought about her finances.

When you tune into this episode you’ll learn that creating a budget is just a small portion of the work I do with clients.  Through my work in my 1:1 partnership, I helped Lourdes create a budget but she also learned how to plan for the ebbs and flows in her work cycle, save for taxes, and she learned to plan ahead financially regardless of income.

Listen to this episode to learn…

If you’ve ever wondered what life looks like after working with a financial coach you’ll want to listen to Lourdes’s story.  There are so many gems you can learn from her no matter where you are in your financial journey.

Visit www.wealthovernow.com to apply to work with me. 

Today I’m introducing you to my client Dayna.  When Dayna and I started working together she was hesitant to get started because she was “busy” and had a lot of expenses to take care of. But what was also true is that she was making more money than she’d ever made before and still stressed about her finances and how to make ends meet. 

It may be true that making more money would help you save a little bit more but what’s also true is that you’re making more money than you ever had but you still find yourself stuck and unable to build momentum. If you think you need to make more money to reach your financial goals you’ll want to tune into Dayna’s story.

To learn more visit www.wealthovernow.com 

In this interview I'm joined by my client April who has gone from considering bankruptcy to paying all of her bills on time and in full.  If you've ever felt like you have more month than you have money you'll want to tune in to her story. 

Grab my free Money Journal (bit.ly/wonclientseries) to start transforming your relationship with money.

Apply to work with me at www.wealthovernow.com

Business and personal finances are so intertwined.  Today, I’m chatting with my client Alex.  In the last few months, Alex has hit his highest revenue in his business, stopped robbing Peter to pay Paul, and started to pay himself consistently.

Tune in now to hear how working with a financial coach supported him with his business and personal finances. 

Grab my free Money Journal (bit.ly/wonclientseries) to start transforming your relationship with money.

Apply to work with me at www.wealthovernow.com

I’m not ready just yet, the last words I heard from Dayna after our consultation last December. BUT I have the opportunity to chat with her because she reached back out in March to do 1:1 coaching and that’s how she’s been hitting her goals ever since.  

Dayna will share why she finally felt ready to work with me and how that decision helped her go from being dependent on her annual bonus to make ends meet between paychecks to saving over $3,000, paying her bills on time and in full each month for the last 8 months, and putting all of her major bills on autopay with no worries.

Grab my free Money Journal (bit.ly/wonclientseries) to start transforming your relationship with money.

Apply to work with me at www.wealthovernow.com

If you’ve ever tried other financial programs or apps (like Dave Ramsey, Mint, Keep The Change, etc.) but haven’t found lasting financial success then you’ll want to tune in for the second Where Are They Now? series interview.  

Grab my free Money Journal (bit.ly/wonclientseries) to start transforming your relationship with money.  

Apply to work with me at www.wealthovernow.com

In this conversation, I'm joined by my client Maggie who is celebrating her one-year anniversary of working with me.

Grab my free Money Journal (bit.ly/wonclientseries) to start transforming your relationship with money.

Apply to work with me at www.wealthovernow.com

Today I’m introducing you to my client Andraéa.  In this episode, we dive into how she worked through the heaviness and overwhelm that people often associate with budgeting so she could take the fear out of looking at her bank account. (You’ll hear her jokingly mention that she no longer fears getting email notifications from Bank of America because of the work we did in my 1:1 partnership.)  

If the one-size-fits all approach to managing your money and saving more doesn't resonate with you/work for you, you’ll want to tune into Andraéa's episode. 

You can have all of the “right” things in the right place and still benefit from financial coaching.  When I work with clients, it’s not just about creating a budget it’s about changing your relationship with money.  This is the exact work I did with Kim because she wasn’t looking to have a solid debt pay off plan or even a solid savings plan- those things were already set.   She needed to shift her money mindset, her approach to managing her money, and develop a new level of financial confidence as a newly single mom so she could feel control. 

You can have all of the resources at your fingertips but if we don’t have the tools to manage our income you won’t see the results you desire. Tune into this episode to hear how Kim has shifted the way she views her finances after working with me in a 1:1 partnership.

Visit www.wealthovernow.com to apply to work with me. 

In this week’s episode of Money Files, I’m introducing you to my client Kim in a special two-part episode. I wanted to share Kim’s story in two parts because her story of transformation started before we even started formally working together. 

Tune in to learn...

You’ll want to tune into this episode if you’ve ever wondered how working with a financial coach can help you take action with your finances.  Kim’s story will show you how choosing to say ‘yes’ even when you’re uncomfortable can lead to a transformation.

Join me for my monthly live group coaching call by visiting www.wealthovernow.as.me/mimosasandmoneymatters.