Hey! I’m Heather.

I help you clearly see where money is going, so we can create a plan together.

A simple, realistic plan you’ll WANT to stick to, so you can save more AND payoff debt faster.

Heather Davis money coach standing and smiling with arms crossed.

With the support and accountability of coaching…

Save time

Save money

Communicate better

Spend with confidence

As a married couple…

priorities shift. It’s no longer only about what YOU need and want, but what is BEST for your family.

Take the vacation or save the money? Keep separate accounts or combine?

Whichever you choose, managing and talking about money is overwhelming on top of the other tasks you’re responsible for.

You want to take more vacations while the kids are younger, maybe buy a new home, but debt already stresses you. You wish you had a plan to pay off debt AND do more with family.

Hey, I’m Heather!

And I believe you CAN achieve both.

When I graduated college and started working years ago, I happily signed on the dotted line to go into debt for a house and a new car. I’m a natural saver and had a great paying job.

Even so, I kept wondering where my money went. When my husband and I took a money class at church, I realized I could have a monthly plan and be confident in my decisions.

While I’m grateful that class sparked the next several years of working intently towards our financial goals as a couple, it felt like an all or nothing approach. We said no to some fun and opportunities because we thought that’s what being good with money looked like.

The traditional budgeting we were taught felt overwhelming and tedious. It improved our communication and gave us a plan to follow, so we kept trying our best to stick to it.

When I found the Financial Coach Academy and their budgeting method several years later, it changed my views on money in many ways. I realized how simple and fun budgeting could be when you learn how to plan ahead. It’s now the basis for the plan we use as a couple and the method my clients love because they can finally stick to a budget.

I’ve combined my knowledge and experiences in personal finance with my previous skills as a speech therapist, in order to be a compassionate, encouraging, and empathetic money coach.

  • female client, smiling, happy with results from working with money coach

    "We finally have real, attainable goals!"

    “…Heather helps you understand your money according to your values. I thought I had heard it all before, but never like this! It finally makes sense. She makes it simple by honing in on what will work best for you, making it a sustainable lifestyle. So grateful!”

    — Shareen B.

  • mom smiling

    I'd recommend her without reservation!"

    “My husband and I consulted with Heather, and we couldn’t have had a better experience! As the parents of two young girls, we want to make financial choices that will set ourselves and our children up for success. Heather’s wisdom, insights, and encouragement were instrumental in our taking steps in that direction.”

    — Bethany W.

  • pretty young mom smiling

    “I've never felt so confident!"

    “…and such a sigh of relief knowing how much money I have and how much I can use. I wish we would've started a long time ago… Don't wait on starting a budget; Heather was very knowledgeable and had great suggestions on changing the way I thought about money!”

    — Danielle F.

  • happy customer female smiling young professional woman managing her finances

    "You are in great hands with her!"

    “Heather Davis gives professional, down to earth, practical advice that helps teach you how to manage your money and finances intelligently. She has a way with her words that leave you feeling comfortable and at ease while discussing what feels like very personal and private information.

    — Kim H.

  • "We finally have real, attainable goals!"

    “…Heather helps you understand your money according to your values. I thought I had heard it all before, but never like this! It finally makes sense. She makes it simple by honing in on what will work best for you, making it a sustainable lifestyle. So grateful!”

    — Shareen B.

  • "I'd recommend her without reservation!”

    “My husband and I consulted with Heather, and we couldn’t have had a better experience! As the parents of two young girls, we want to make financial choices that will set ourselves and our children up for success. Heather’s wisdom, insights, and encouragement were instrumental in our taking steps in that direction.”

    — Bethany W.

  • "I've never felt so confident"

    “…and such a sigh of relief knowing how much money I have and how much I can use. I wish we would've started a long time ago… Don't wait on starting a budget; Heather was very knowledgeable and had great suggestions on changing the way I thought about money!”

    — Danielle F.

You don’t have to figure it out on your own.

There’s FREEDOM in realizing you don’t have to keep struggling to figure it out on your own. Decrease stress with a personalized Money Strategy and expert guidance. You CAN get better with money!

Our Services

Basic

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Intermediate

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Advanced

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