Coaching

At Amount Financial, we are your financial friend providing the over-the-shoulder guidance you need when it comes to your money. Get the 1-on-1 support you need to create breathing room for your households and a  realistic wealth plans to fit your budget budget while focusing on your future.

We create a customized financial coaching journey based on your specific needs. We don’t believe in cookie-cutter approaches to transforming your finances.


Stress and shame (or shut-off notices,  overdue credit cards, or collection accounts) are often the catalysts that get us to sit up and re-evaluate the way we've been approaching money. But they’re just the beginning of the process. Then it becomes how to achieve certain financial milestones in your life, to best way to care for your children or aging parents, how to save when your expenses continue to increase, or when you get to a place of comfort with your finances how can you do more, set yourself up for a comfortable life after retirement and create a way for your family to win passed down through your bloodline.

That inner voice is correct. Your concerns are on point.

You’ve barely scratched the surface of what you can personally achieve with your money, and you know it. But my guess is since you’re reading this, you have arrived here  to change all that. Whether you’re a total beginner, single mom, family, climbing the corporate ladder, entrepreneur, approaching retirement, etc. - this space is for you.

Our team is  here to help you every step of the way. This is a non- judgemental, safe space - providing your with a plan, accountability and resources based on your current financial situation.

Our relationship with you is based on honesty and willingness to change. Before you begin, make sure you are truly in the space to see change. Change is not easy, but it will be the best thing you have ever done for yourself and for your legacy.

Our Process

We take a unique approach to your finances by coaching you on how to make smarter money

decisions that add up over time.

  • Step 1: Schedule an introductory complimentary money analysis with one of our money coaches

  • Step 2: Create a customize plan

  • Step 3: Work the plan

  • Step 4: Accountability Check-Ins (In-person or remotely)

  • Step 5: Take your finances to the next level

What you will receive in our 1-on-1 coaching program:

1-hour goal-setting meeting with your money coach

1- hour digital communication

Meeting to review your financial plan

Check-ins with your coach, in person or remotely

Access to our online money planner,  spend-tracking portal, and resource library

Amount Financial Tool-Kit

Introductory Rate of $85 per month



A look at your dedicated financial coaching portal below

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Online Academy

AMOUNT financial university

Join our online community of money focused individuals. Choose a learning track that matches your specific learning need and create the financial picture you desire.

AMOUNT financial university

Join our online community of money focused individuals. Choose a learning track that matches your specific learning need and create the financial picture you desire.

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