About MoneyWorks

Our clients are the most important part of our business and mission.  Without them, we wouldn't exist.  We've worked with people on their personal and business finances from all walks of life, income levels, industries, etc.  Some of the folks we've helped:

• Couples expecting their first child yet struggling with debt;
• Creative professionals starting their own business so they can be in control;
• Individuals who needed a sounding board for focusing their income on their financial priorities;
• Owners who felt so scattered in their personal and business finances that they needed a guide to help them sort through it all and get on a good track;
• Employers who wanted to support their employees financial health and well-being;
• Retirees on managing their cash flow effectively with a simple, personalized system;
• Recent grads who feel like they can never get out of debt start on a plan to freedom;
• Church deacon boards who need help being the hands and feet;
• Those with large incomes and those with more modest means;
• And so many more!

MoneyWorks Financial Coaching exists to guide individuals, couples, and organizations to find their financial safe harbor. We do that by gaining clarity, getting organized, and developing consistency for the long haul. True, positive accomplishment comes with consistent actions that are always moving forward toward the goal.

What sets us apart?

• Our clients are the best in the world! (or, at least we think so!).
• We don’t do cookie-cutter: our approach is personalized to the needs of each situation.
• We emphasize the human element of finance and address the mindset, mechanics, and accountability we need to manage our finances effectively.
• We are not a financial advisory firm, so we have no products to sell (there’s definitely a place for that, we just don’t do it) – only our coaching.