Financial Coaching

The work I do as a Financial Coach, isn’t about restriction or complicated strategies. It’s about building a relationship with money that feels calm, confident, and sustainable.

Together, we move through five powerful stages:

Clarity – Understand exactly where your money is going.
Control – Create a simple system for organization.
Confidence – Replace anxiety with self-trust.
Wealth – Build real financial momentum.
Freedom – Use money to support the life you want.

No shame. No overwhelm. Just steady progress and real transformation.

“There’s a difference.” — Learn "The Unfortunate Truth About Financial Advice" by clicking the button below.

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One-on-One Financial Coaching

Do you want to have little to no debt and a comfortable amount of money saved?  My services help you do just that.

Let’s be honest, managing and sometimes even talking about money can be a challenge, if not, flat out stressful. I partner with you to help you reach your goals.

I know the worry, embarrassment, shame, frustration and feeling of defeat that come with financial stress.  I’ve worked with thousands of people and their money and have seen it over and over.  I’ve felt it in my life and vowed to never feel that way again.

I also know the feeling of just not knowing.  Have you ever said “If only I’d known” or “I don’t know where to start?”  I hear it all the time.  Why not get help?  

As a Financial Coach I help you get organized with your finances by breaking things down into manageable, realistic steps. Whether you’re paying off debt, building savings, or working toward better money habits, I provide structure, accountability, and support so you don’t have to figure it out alone. 

The thought of doing things differently is daunting, I get it. It’s so easy to keep doing what you are doing, even if what you are doing no longer serves you. That’s why I offer a free 20-minute Q&A to help you take that first step. 

 

“What is it like to work with Lana?”

 
Lightbulb Sessions

The Light Bulb Sessions $249

I offer a number of short and long-term programs starting with the Light Bulb sessions.  

The Light Bulb sessions are two sessions. We get you organized. You walk away with a budget and a written plan you can actually follow. 

Initial Discovery Call

2 weeks

– Financial Review

– Realistic Budget

– Custom Financial Plan

– Complimentary 1-month Follow-up

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Group Coaching

Studies show working in groups increases performance by 80%.

Financial independence is defined as having enough passive income to pay all of your living expenses. So often this is viewed as unattainable or something that is reserved for a few. That simply is not true.

My workshops are designed to truly impact my audience’s financial well-being and are ideal for those who desire to meet and interact with like-minded people.

I use everyday scenarios and activities to move you towards financial success. Core topics are budgeting, savings, and debt payoff strategies.

Debt Payoff Series

Debt is the opposite of financial freedom. Unfortunately, it is a norm in American society. 80% of the country is in debt and most have higher stress levels or health concerns because of it. I designed this series because I work with people every day who are immobilized by their debt, often feeling embarrassed and ashamed. I meet so many who have been paying for years and can’t see an end. I’m here to help. This roadmap allows you to choose the type of support you need for where you are at this moment.

Debt Payoff Strategy Session

If you want clarity, reassurance, and a personalized plan, a Debt Payoff Strategy Session can help you move forward without second-guessing yourself.

This session is especially helpful if you:

  • Feel overwhelmed by multiple debts

  • Aren’t sure which strategy fits your situation

  • Want confirmation you’re making the right moves

  • Prefer guidance instead of guessing

If you want clarity instead of uncertainty, this session is for you.