Love the humor. It makes the seriousness of the topic palatable!
Read MoreI am looking forward to using the tools you provided to find the money that seems to slip away as well as form new strategies for saving. I would highly recommended your services to anyone struggling with forming and sticking to a budget.
Read MoreI expected to learn a lot and I did! I didn’t expect that my confidence about money would grow so much - that was a nice surprise…I have learned that I control my money, rather than the other way around, and that I can educate myself to make good choices, rather than feeling like I have no agency.
Read MoreI would describe this experience as an opportunity to work on specific objectives (financial) with someone who has your best interests in mind, yet is removed from the direct financial effects. I’ve seen the most significant improvements in my mindset, prioritization, and focusing on what we really want...I’ve learned that deep-seated guilt about money and spending habits is something you can work on changing
Read MoreI needed a list of systems for accountability that provided the framework for tracking expenses and being accountable. The experience was illuminating…The process has impacted our relationship in that we have fewer fights about money. Now our budgeting has a plan, occurs at a regular interval, and is less stressful.
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“For a single mother with a long history of living paycheck to paycheck, the sense of stability I now have–and the forgiveness Kate’s helped me offer to myself when I slip up–is priceless.”
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“She sat down with me to create a plan to be debt free in 3 years, with optional ways to pay it off sooner. 2 years later, I made my final credit card payment and celebrated the huge victory!”
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