Together in Financial Health
Financial Health is having an intentional, balanced relationship with money. Often we don't think about the relationship we have with money or how it impacts our financial health. Awakening to your money story, beliefs, and values is foundational, I believe, in changing your financial health for the better. It then makes the finance part of personal finance more relatable, practical and most importantly, intentional.
I blend my education in human development, psychology, and behavior with my business degree to work together with you to achieve connection, clarity, and confidence in your finances personally, or in your business.
A little bit about me
I have a Master of Social Work from UC Berkeley and a Master of Business Administration from the University of Waikato in New Zealand.
I have over 17 years of serving and supporting individuals, couples, and businesses working through a change process.
I have worked and lived on three different continents and appreciate the diversity of how people connect, engage, and learn.
Over the last 3 years, I have worked as a financial therapist and have spoken to individuals whose needs fall within a coaching realm, meaning they are not needing an expert to assess, diagnose, or treat them related to a mental health disorder. Essentially, they are at a good place but want to work together to get to a great place with identified goals and outcomes. Thus, I started offering consulting and coaching to serve those needs. If you want more information about my work as a financial therapist, you can find me at Koru Financial Therapy.
I have a passion for financial health as I believe it brings freedom, choice, and well-being to our lives. I live by and adhere to the principles of financial health, not only to align myself with my work, but to be an advocate for the benefits of financial health on a broader spectrum.
I have done my own work in the area of financial health and know that coming from a divorced, Catholic, lower-income family, shaped my money messages in early adulthood which left me feeling shamed, overwhelmed, confused, and without a clear path how to balance a life of service with financial health. Through altering these money messages as well as general and self-education, I have an intentional and balanced relationship with money. Financial health has been a pillar in my marriage and we are four short years away from financial independence.
Build Your Balance
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