Become informed and empowered with your money.

Does this sound familiar?

You’re tired of feeling anxious any time you have to deal with money

You want to be able to discuss finances at home without it turning into a fight

You’re sick of feeling frustrated trying to sort it all out alone

You want to be able to untangle your money without getting overwhelmed

You don’t want to feel ashamed that you haven’t figured it all out yet

You might be thinking…

You might be thinking…

You might be thinking…

You might be thinking…

It’s too late
I’ve tried everything … and I still feel lost
No one understands where I’m coming from
It’s just too complicated

I have good news! Money doesn’t have to be complicated or overwhelming.

 

Welcome to …

Beyond Budgeting Money Bootcamp

A robust 6-module online course that provides a comprehensive path to understanding and leveraging money to its fullest potential, now and forever.  This goes beyond what you might expect or perhaps have experienced before (spending, saving, and investing). It actually gets to the root of why you use money the way that you do. It even addresses how to effectively align your use of money with your most important values and goals. Rather than being a massive information download and prescription for how to use money, this course presents a holistic approach to understanding how to make the most of what you have, and empowers you to make the decisions that are best for you personally!

 

What’s included…

6 digital course modules addressing the myriad ways money influences your life
A comprehensive workbook structuring the course
Audio content guiding you through the material
Lifetime access to the course and any future updates

Course Overview

Module 1: Visible Values
Identify the top values that drive your decision-making, and explore the extent to which those values are reflected in your use of money

Module 2: Intentional Goal-Setting
Set clear goals for your near-term and longer-term use of money, ensuring balance across the board so that one goal is not unintentionally abandoned in the pursuit of another

Module 3: Savvy Savings
Articulate your overall savings strategy and ensure alignment with identified values and goals, while setting the foundation for financial security long-term without strain or sacrifice

Module 4: Streamlined Spending
Bring awareness to your spending habits and ensure you’re taking action aligned with your desired lifestyle, because all the knowledge in the world about saving and investing will not matter if your spending does not reflect your core values and goals

Module 5: Investing Insider
Identify opportunities for investing that align with your overall values, goals, and interests, and take action towards implementing plans to support near-term and long-term financial sustainability

Module 6: Integrated Money Management
Bring together all of the moving pieces from the focus areas addressed to date, and create a functional finance strategy that actually fits your desired lifestyle

“I was completely avoiding dealing with my finances for so long because I didn’t know where to begin. Just as things were about to hit a breaking point, I knew I needed to make a change quickly, and I found Emily.  I knew as soon as I started working through the process that I was going to get exactly what I needed to help me move forward and take control of my money, today and for the rest of my life.  In the very first day I learned so much, even in areas where I didn’t realize I had a knowledge gap. This changes everything.”

Cathy D., Business Development Executive, Boston, MA

Course Details and Objectives

Module 1: Visible Values

Identify what drives you and influences your life
Learn how your use of money reflects your values
Align your finances with your core values
Feel energized and clear about money

Module 2: Intentional Goal Setting

Articulate near-term and long-term money goals
Get clear on how to achieve them while still having a life
Adopt a balanced approach that keeps you happy
Feel excited about the future without anxiety

Module 3: Savvy Savings

Get extremely clear on your savings strategy
Develop a solid plan that flexes to your lifestyle
Take meaningful action to implement your plan
Feel confident knowing you’re in control

Module 4: Streamlined Spending

Evaluate your approach for spending money
Adopt a money mindset that guides your spending
Articulate what you want and why, and go get it
Feel empowered knowing you have options

Module 5: Informed Investing

Understand basic tenets of investing in simple terms
Decide what investing approach is right for you
Take advantage of your portfolio’s full potential (or, start a portfolio!)
Feel prepared to learn and do more with your money

Module 6: Integrated Money Management

Understand all of the ways money shapes your life
Develop a tailored approach to integrate desired changes in every area
Know when and how to shift your approach as needed
Feel informed and empowered to make great decisions

“You don’t know what you don’t know … Emily gets right to the root of it and is very action oriented. I’m excited about money now and actually feel empowered.

Kelly M., SAP Consultant, Charlotte, NC

It gets better…

It gets better…

BONUS Financial Freedom Inventory ($250 value!)

Jump-start your financial freedom journey with this interactive workbook that guides you in exploring:
Income
Monthly Expenses
Assets
Debts
Savings
Investments
Annual Budget

BONUS Private Online Community LIFETIME Access ($500 value!)

“Today I am able to say I am financially proud of where I am and I have embraced the lessons I’ve learned with Emily along the way! Her process is practical, smart, savvy, and applicable to everyone wherever they are at in their lives financially. She is an amazing coach who exudes professionalism, heart, and the financial smarts to change the way you view, value, and use your money.”

Kourtney G., Child Advocacy Coordinator, Riverside, CA

Hi! I’m Emily, and I am a Money Mastery Coach for women and partnered couples who want to become informed and empowered financially so they can live the life they know they’re meant for.

I combine my extensive background in finance leadership development and management consulting with a lifelong love of personal development and spiritual growth to help my clients get clear on what they want and how to get it without leaving money on the table. I am a Whole Person Certified Coach and completed my education through Coach Training World in Portland, Oregon. I am a member of the International Coach Federation, the primary governing body of credentialed professional coaches.  I am results-oriented and my background supports the coaching process to unfold organically, efficiently and effectively. I am passionate about personal finance, effective time management, self-improvement and stress management techniques, and I bring my unique knowledge, experience, and years of research in these areas to support my clients in reaching their highest potential.

I am especially passionate about financial clarity for young people early in their careers, as well as creating dialogue about money in relationships. I work with men and women individually, as well as married/partnered couples who want to get on the same page financially.

I developed the Beyond Budgeting Money Bootcamp because I was tired of seeing women being taken advantage of or otherwise sabotaging themselves financially because of a lack of information. I’ve made it my mission to build an accessible, creative course that encompasses the whole person and addresses all of the ways money impacts our lives.

7 Day Money Back Guarantee

If you complete the course audio and workbook and find no value whatsoever in the content, let me know within 7 days of purchase and I’ll give you a full refund!

“Now that I’ve worked with Emily, I have learned to trust my intuition when it comes to making financial decisions. I also became more mindful about spending got really clear on my own consumption habits. Emily is like your wise and responsible sister who has sage advice and also lives the life of her dreams…she is an excellent coach.”

Rachel D., ESL Instructor and Entrepreneur, Eugene, OR

Frequently Asked Questions

Frequently Asked Questions

Can I take the course anytime?

Yes! You have digital access to the course which means you can access it anytime, anywhere as long as you have an internet connection. You also have lifetime access, which means you can come back to it anytime if you’d like a refresher, and will be able to access any future course updates.

Is there a payment plan option?

While there is not a payment plan option at this time, those who do enroll in the course often find that it more than pays for itself within the first month!

What if I don't understand the content?

One of the bonuses that accompanies enrollment in the course is lifetime access to our private online community! Not only do I actively manage the group and respond to inquiries personally, but you will be able to collaborate with like-minded women on the same path as you are. We have tons of resources at our fingertips to help make sure the content is accessible!

What if I need more hands-on support?

In the online community I host periodic live coaching calls to support you on your journey. Pop in during one of these scheduled calls and chat with me directly so I can help get you un-stuck!

I've tried a lot of courses ... what makes this one different?

A couple of key things: while I personally love working in Excel to track financial data, I know it’s not everyone’s preference. Therefore, I designed the course workbook to be totally accessible without needing to know any special software! Beyond that, a lot of “finance courses” out there just aim to put harsh restrictions around spending, and lofty targets for saving and investing. While those are certainly a part of it, the overall picture needs to address our unique goals, values and interests. This course is designed to help you do the deep work of identifying your core values and most important goals, so that you can align your money in support of that! It’s a more holistic, compassionate approach than the majority of other courses.

“I began transforming scarcity beliefs that had been passed down for generations in my family. I also had the opportunity to be honest about my own biases about wealth. Emily is dedicated, smart, fun, collaborative and grounded. As a result of our coaching I feel more optimistic that I can make enough money to live well.”

Maddie S., Communications Consultant, Seattle, WA