2025 Financial Coaching Services
here to *serve* all year 💅
It’s a little surreal to write this email. In these kinds of “marketing” emails, I’m supposed to boast about my accomplishments and convince you to spend your last two dimes working with me.
But I live in Los Angeles and I just recently saw hills, mountains, and homes on fire. We have a hateful President in office threatening to take away our rights. And I know you have infinitely more urgent things to worry about than saving for retirement. I wanted to send an email about my services weeks ago but kept postponing it because I didn’t want to seem out of touch.
But then… I stopped and looked back at the very real impact Queer & Trans Wealth made in 2024:
I served 140+ clients in 1:1 or group containers.
I’ve taught over 600 people through various workshops that I taught IRL and online.
Dozens of clients talked to me about feeling suicidal ideation due to their debt burdens, and I was able to help them make a debt payoff plan that’s both realistic and self-loving.
I spoke with a client yesterday who told me they saved over $3,000 thanks to our group coaching program. That $3,000 helped them get through an unexpected job loss, and we worked through multiple scenarios to stretch their severance and unemployment checks.
I’ve helped couples work through conflicts around money in a way that’s aligned with their anti-capitalist values.
I’ve helped at least 30 people start investing in their retirements, through work or a Roth IRA.
…and honestly, there are so many more wins to share that didn’t make it onto this list. So, with courage and humility, I want to tell you about my complete list of coaching services for 2025.
Individual Coaching
I offer 1:1 coaching through Zoom. If you’re in Los Angeles, I also have capacity to meet in person at my new office in Burbank.
I help people with:
Debt payoff plans
Creating savings plans for emergencies, gender-affirming surgeries, travel, weddings, down payment for a house, and more
Budgeting
Monthly accountability for their goals
Maximizing their workplace benefits
Cultivating a values-aligned relationship with their money
I don’t help people with:
Investing in specific stocks or real estate
Creating estate plans and wills
Taxes and bookkeeping
One-time sessions ($225/hour)
You can book a 1-hour or 2-hour time slot to work together using this link.
Monthly coaching ($175/month, payment plans available)
I typically work with people for:
You can pay in full or set up a payment plan by contacting our admin support, Andrea, at hello@queerandtranswealth.org
Couples coaching
This is secretly my favorite offering because I’m a huge sap. I love to see people working towards deepening their relationships through their finances!
One-time sessions ($450 for 2 hours)
You can book a one-time session using this link.
Monthly couples coaching ($225/month, payment plans available)
3 months ($675)
6 months ($1,350)
You can pay in full or set up a payment plan by contacting our admin support, Andrea, at hello@queerandtranswealth.org
Group coaching (coming soon, payment plans available)
I’ll have three different group coaching programs in 2025. I’ll update this post with links and more details as the time for these programs grows nearer.
6-month group coaching container ($750)
I’ve had 40 people join my group coaching programs now, and so many of them see lasting results thanks to the group’s accountability and shared experiences. This is one of my favorite groups to teach, and we just have a good time every month.
Dates: March-August 2025 and October 2025-March 2026
Monthly recorded workshops
Payment plans will be available
$750 includes one individual coaching session + you’ll have the option to add more individual coaching sessions if you need more support
Capacity: 20 clients per cohort
2 BIPOC scholarship spots will be available
Please email hello@queerandtranswealth.org to join our waitlist.
Debt payoff bootcamp ($450)
This is a new offering where we meet for 12 weeks to work on debt payoff goals together. There’ll be a combination of recorded workshops and coworking calls. You can use this time to call a credit card company, check your student loan balances, apply for jobs — anything that you’ve been wanting to do to help you pay off debt.
Dates: April-June 2025
Recorded workshops
Payment plans will be available
Capacity: 75 clients
5 BIPOC scholarship spots will be available
What it’s like to work with me
I know I come off as a sweet person on social media, but the truth is… I’m kind of a hard-ass. I ask tough questions, and I encourage you to take action ASAP — like, literally, during the call sometimes. You pay a lot for my services, and I want to make sure you get the results you’re looking for!
My coaching style is about 65% numbers/data-based and 35% woo-woo/spiritual. My clients appreciate my structured, trauma-informed approach to balance their big dreams, tender hearts, and deep values.
We will laugh. We will breathe together. We will stretch. We might even cry. Bottom line: Instead of the usual dissociation around finances, we will be in our bodies while talking about money.
Scholarships
I’m not in a position to give scholarships at this time, other than through The Pay It Forward Program for people who live in states where anti-trans legislation has been passed or introduced.
If you live in one of these states:
High priority: Texas, Florida
Second priority: Montana, Idaho, Utah, Mississippi, Tennessee, Alabama, North Dakota, Kansas, Oklahoma, Louisiana
Third priority: Nebraska, Iowa, Missouri, Arkansas, Indiana, Ohio, West Virginia, South Carolina, New Hampshire
Fourth priority: Alaska, Wyoming, South Dakota, Kentucky, North Carolina, Georgia
You can apply for a scholarship using this link through December 18, 2025.
Sliding scale
In case you don’t know what it is: Sliding scale is a pricing structure that allows people with fewer resources to pay less to access the same services.
I’m not able to accommodate as many sliding-scale clients as I have in the past, and I’m currently restructuring how to receive applications.
Questions?
You’re welcome to email any questions about our services to hello@queerandtranswealth.org.
In 2025, I am purposefully seeing fewer clients so that I can focus on fundraising for Queer & Trans Wealth. My long-term goal is to use grants and outside funding to subsidize our service fees — so that more queer & trans people who need financial coaching can access our services and I can still pay myself a living wage.