support is flexible and can include:

values: identify values and how to align behavior and money with values
goals: identify goals and how to align behavior and money with goals
emotions: identify and care for emotions and money feelings
relationships: witness how money and resource shows up in relationships
financial literacy: making money, spending, saving, debt, budgeting, math, etc.
referrals: recommendations for resources based on your needs

to request support:

intake: you complete the intake form (below)
scheduling: within two weeks, I will follow up via email to schedule a complimentary discovery session or seek clarification
complimentary discovery session: we meet for 20-45 minutes to discuss what’s present for you and make a plan to meet your needs
continued scheduled work: at your own pace, typically once a month for 60 minutes, and requires a payment plan

pricing

for those who are
- stably employed or stably self-employed
- stably housed
- able to cover survival expenses (as defined by you; typically, housing, food, healthcare, transportation)
- occasionally dine at restaurants or buy entertainment experiences
- able to afford minimum debt payments
- generally, folks making less than $85k/annually, but circumstances vary
for those who
- have the equivalent of at least one month of necessary expenses in a savings account (not including retirement accounts)
- have no high-interest debt obligations OR have the ability to pay off high-interest debts in less than 12 months
- have the ability to regularly dine at restaurants, travel, or buy luxuries and entertainment
- generally, folks making less than $120k/annually, but circumstances vary
for those who
- earn income greater than $120k OR
- have assets valued at greater than $500k OR
- survive on passive income such as investments or gifts OR
- expect to inherit $1 million or more
- package includes 2 solo sessions per individual and 2 sessions together (total 6 sessions)
- $1000: generally, if both people are in community A, I recommend the cost of this experience be split some way between each person
- $1600: generally, if one person is in community A and another in community B, I recommend that the community B person funds a majority of this experience
- $2000: generally, if both people are in community B, I recommend the cost of this experience be split some way between each person
- $3000: generally, if one person is in community A/B and another in community C, I recommend that the community C person funds a majority of this experience
- $4000: generally, if both people are in community C, I recommend the cost of this experience be split some way between each person
- two hour thought partnership meeting
- labor and money topics can include:
  - sustainable work, labor budgets, and succession planning
  - values-aligned processes and operations
  - budgets, revenue plans, fundraising, resource mobilization, and sliding scales
  - honest and achievable strategic plans
  - organizational culture, communication, teamwork and relationships
  - recruiting and retaining staff and collaborators
  - accessibility and wellness
  - social impact

money work intake form

a note on vulnerability, trauma, and training

this is vulnerable work. money work is not therapy or a replacement for medical care. I am not a therapist, social worker, or trained mental health professional. I aim to be trauma-informed, but this is not a trauma-processing space. while this space invites you to show up as you are, please arrive with the capacity to self-regulate and take care of yourself. in order to best support you, I request that you activate your support system before and after sessions. we can discuss this more if needed.

I am here to help you learn more about your relationship to money. while I do not currently hold any financial certifications, my money work is informed by more than a decade of study related to budgeting and finance, and several years of experience in providing financial education. I will not offer investment, tax, or legal advice.