Work with me

I work with people and companies trying to figure out why humans are so weird about money. Whether you want to understand your own patterns or build products for people navigating theirs — here's how we can work together.

For individuals

1:1 behavioral financial planning

Most financial advice tells you what to do. I help you understand why you do what you do — and build a plan that works with your psychology, not against it. This isn't therapy, and it isn't traditional financial planning. It's somewhere in between: part behavioral insight, part financial strategy, designed for people who know the "right" answers but can't seem to follow through.

    • Deep dive into your money history, patterns, and beliefs

    • Three Forces Assessment to map your internal, social, and structural influences

    • Comprehensive financial analysis (cash flow, investments, insurance, taxes)

    • Behavioral change strategies tailored to YOUR triggers

    • Environmental design to make the right thing the easy thing

    • 40-page personalized financial plan

    • 90-day implementation support

  • This is for you if:

    • You're smart about most things but feel stuck with money

    • You've tried budgets, apps, and spreadsheets — nothing sticks

    • You want to understand the WHY behind your financial behavior

    • You're ready to do the psychological work, not just get a spreadsheet

  • The engagement runs 10 weeks with four sessions, plus email support throughout. I limit the number of clients I work with to ensure I can give each person the attention this work deserves.

Book a discovery call

For companies

Content & consulting for financial brands

I help fintech companies, financial wellness platforms, and corporate HR teams create content and products that work with human psychology — not against it.

As a CFP® with a decade in financial journalism, I bring something most content strategists don't: I actually understand both the financial products AND the psychology of the people using them.

AI can write content. It can't understand why your users feel shame about their credit score, or why they abandon your savings feature even though they said they wanted to save, or why your educational content gets read but doesn't change behavior.

I bring the psychological expertise that turns content from noise into something that actually moves people.

  • - Content strategy and creation (ongoing partnerships)

    - Financial wellness program design and advisory

    - Product messaging and UX consulting

    - Workshops and speaking for teams

  • Most of my B2B work is ongoing content partnerships where I function as your embedded financial psychology expert. I create email sequences, educational content, social content, and strategic guidance — all built around what actually makes people change their behavior with money.

  • Interactive sessions that give your team frameworks for understanding financial psychology — practical tools, not just theory.

Contact me