Individual Coaching

Financial Literacy For Women

Working with individual clients is at the root of my money coaching practice to help encourage financial literacy for women. It is in one-to-one coaching that clients can achieve deep transformation and empowerment. My clients have described becoming confident negotiators, capable money managers, and determined savers – and those changes have made them happier with the rest of their lives as well.

How To Begin With A Money Coach

One-on-one coaching engagements for financial literacy in NJ begin with an introductory session to determine if coaching is right for you, and if you and I are a good fit. If the answer to both questions is yes, I’ll give you a coaching agreement to complete. In our next money coaching session or two, we will work together to set your goal for the engagement. After that, I will help you progress toward that goal in as many sessions as you want.

What Is A Typical Money Coaching Session?

In a typical money coaching session, I’ll be asking questions aimed at opening up your thinking. I may also notice and point out patterns that may be getting in your way. From time to time, I’ll give you exercises designed to help you generate insights that draw you toward financial literacy. Some clients request specific financial information, and if that is something you seek we can detour away from traditional coaching and cover that as well. You’ll finish each money coaching session with a few to-dos we select together that will move you closer to your goal.

Many clients find that money coaching can produce rapid results. I have had clients make significant changes in their lives after just six sessions. But you get to decide when you are ready to stop, and when that time comes, I will help you lock in the progress you have made and we’ll complete the engagement.

You, the client, are in charge of the money coaching relationship. You decide what your goal is and you get to decide how you want to achieve it. In turn, I commit to helping you find the resources within yourself that will take you far beyond what you may think possible. I fully believe you have the capability to live a happy, fulfilled and healthy financial life, and I am eager to help you achieve that.
Note: Coaching is not covered by health insurance. However, some employers have been willing to cover the cost as a form of leadership development or continuing education.



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I was fairly literate about personal finance when I start coaching with Kelley, but I had slacked off in attention to former goals. Kelley was superb at helping me figure out what my present priorities are, how to move forward both by myself and with my husband, and how to cope with fear caused by setbacks. Kelley is smart, knowledgable, attentive, thoughtful, and witty. I came away from each session feeling relieved and energized. She is an amazing coach and support system.
- D

university professor

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