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Financial Coaching for Nurses

 Coaching

1

MOney Vitals Check

Understand where you are financially and what “work optional” could look like for you. We’ll review your situation, calculate how soon you could go part time or fully work optional, explore timeline scenarios, and outline clear next steps.

75 minutes 1:1 

2

financial Roadmap

A personalized written summary that transforms your money vitals check into a clear plan you can revisit over time. Includes your work optional numbers, timeline, scenarios and key strategy considerations.

Best for clients who want a written reference to review, share with a partner, or use for future decisions.

Written Plan Add On

3

Monthly coaching

Ongoing financial education and accountability after completing a money vitals check 1:1. Designed for clients who want continued guidance as income goals and life evolve.

 

Includes one monthly coaching session focused on progress, scenario, updates and next steps.

Let’s Work Together

Currently accepting students on a first come, first serve basis.

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Disclaimer: This content is for informational and educational purposes only and reflects my personal experiences and opinions. It is not financial, investment, or professional advice. Please do your own research and consult with a licensed financial professional before making any financial decisions.

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