Money Strategy Session

There’s FREEDOM in realizing you don’t have to keep struggling to figure it out on your own.


Decrease stress with a personalized plan and expert guidance. You can SIMPLIFY and organize your finances, so you’re in control and CLEARLY see where money is going.

Save Time

Spend less time overwhelmed, “trying” to make it work and see results faster with a coach.

Save Money

Free up money for what matters most to your family.

Gain Freedom

Have freedom to make choices and spend in a way you can afford.

Gain Confidence

Be confident  in day to day decisions that affect your family’s future.

What My Clients Say

"We were doing well financially but coaching really helped us get the skills and tools that we needed to get a budget in place and see where our money was going."

Book A Money Strategy Session

Christen Holley

Five black stars in a row.

Heather is incredibly knowledgeable, non judgmental, and genuinely wants to help others with their finances. She's definitely my go to financial coach. -Christen Holley 

Kim Holsclaw

Five black stars in a row, representing a perfect rating or score.

Heather will meet your where you are, find out where you want to go, and give manageable and realistic ways to get there and in the timeframes you are comfortable with.

Bethany Waters

Five black stars arranged horizontally on white background.

Heather has an uncanny ability to know when to speak and when to listen and offers a good balance of practicality and heartfelt understanding. With whatever you’re facing, I’d recommend her without reservation!

What To Expect From Your Money Strategy Session

$297, two-hour Session

In your Money Strategy Session, we’ll take a 2 hour deep dive into your finances where I’ll help you make sense of the numbers and get clear on where money is going. We’ll create a plan together that puts you in control and allows you to live your life while still making progress towards your goa

Book A Money Strategy Session