Group Financial Coaching

Navigating Change with Support, Accountability, and Community

Many of my clients come to me amidst a major life transition.

Whether you're navigating a career change, divorce, new parenthood, caring for aging parents, or another significant shift—you might feel stuck with your finances and unsure how to move forward.

This is understandable — but you don't have to figure it out alone.

As a financial coach specializing in life transitions, I offer group coaching that provides structure, accountability, and a supportive community of people who understand what you're going through.

When we work together, you'll get practical strategies for YOUR situation while discovering the inner wisdom you already have—wisdom that's always been there if you just know where to look.

SCHEDULE A FREE CONSULTATION

Want to know how it works?

here’s what you can expect

The Dragonfly Group Coaching Program consists of 7 live sessions over 3 months with a small group (8-12 people max) navigating life's big changes together.

  • Schedule a free 15-minute video call where we'll discuss your situation and determine if group coaching is the right fit for you.

    You'll have a chance to ask questions about the program, the format, and what to expect.

    (If I don't think group coaching is right for you, I'll tell you honestly and suggest alternatives!)

  • Once you've decided to join, you'll receive:

    • A welcome email with all program details

    • Access to our private community space

    • Materials for each of the 7 sessions

    • A brief self-assessment to complete before our first session

    Then we'll be ready to begin!

  • We meet live, biweekly for 90 minutes to work through the 7 essential money areas during life transitions:

    Session 1: Values & Goals
    Getting clear on what actually matters to you NOW (not what used to matter or what others expect)

    Session 2: Maximizing Income
    Earning what you're worth during life's big changes

    Session 3: Mindful Spending
    Aligning your spending with your values and current reality

    Session 4: Saving for the Future
    Building security even when everything feels uncertain

    Session 5: Managing Debt
    Creating a realistic plan that actually works for your situation

    Session 6: Smart Borrowing
    Knowing when to borrow and when to wait

    Session 7: Protecting Your Assets
    Building safety nets for your new circumstances

    Each session includes:

    → Teaching on the core concepts
    → Real coaching on YOUR specific situations
    → Hot-seat Q&A (bring your actual questions)
    → Action steps to implement before the next session
    → Community support and accountability

  • You'll have access to our private community space where you can:

    • Ask questions

    • Share wins

    • Get encouragement from the group and from me

    • Stay accountable to your action steps

    You're not just learning—you're taking action with support.

  • When the 7 sessions end, you keep:

    • Lifetime access to all materials

    • Ongoing connection with your cohort (many groups stay in touch)

    • Follow-up support - You can book clarity calls with me as new challenges arise

    You're not just getting 7 sessions. You're getting tools, community, and support that lasts.

Your Investment

$500 for the 3-month program

Payment plans available to make it accessible.

Compare that to:

  • Individual coaching: $2,000 (or $150-300/session elsewhere)

  • Financial advisor minimums: Often $3,000-5,000/year

  • Staying stuck: Incalculable cost in stress, missed opportunities, and compounding problems

If cost is a barrier, ask about payment plans and sliding scale options during your clarity call.

SCHEDULE A FREE CONSULTATION

What Makes Group Coaching Different

Small Groups = Real Connection

With only 8-12 people, you're not lost in a crowd. You get personalized attention while building relationships with others in similar situations.

All Phases of Change Welcome

Whether you're thinking about making a change, in the middle of one, or adjusting to your new reality—you belong here.

I Acknowledge Reality

I won't tell you to "just budget better" when wages haven't kept up with costs. I won't pretend systemic barriers don't exist. We work with what IS, not what "should be."

Action-Oriented

Every session includes specific next steps. We don't just talk—we DO.

No Shame, No Judgment

This is a safe space to be honest about where you are. Financial shame ends here.

Frequently Asked Questions

  • This program is for you if:

    • You're going through a major life change (career shift, divorce, new parenthood, caring for aging parents, retirement, etc.)

    • You feel stuck with your finances and can't break through alone

    • You know what you "should" do but struggle to follow through

    • You want support that acknowledges systemic barriers (no toxic positivity)

    • You're ready to take action, not just consume more information

    • You want community with others who "get it"

  • This program is not for you if:

    • You just want more information (there's plenty free online)

    • You're not ready to look at your finances honestly

    • You want someone to do the work for you

    • You're looking for investment advice

    • You're not able to show up consistently

  • All sessions are recorded, so you can watch if you miss one. Life happens—you won't be penalized. However, you'll get the most value from showing up live for the coaching and community interaction.

  • Everyone joins at different starting points. That's what makes the group powerful—you learn from people in different situations and realize you're not alone in your struggles.

  • The group is confidential. And honestly? Most people are relieved to discover they're not the only ones struggling. Vulnerability is where transformation happens.

  • This isn't a passive course where you watch videos alone. It's live coaching where you bring YOUR real questions and challenges. You get accountability, community, and personalized guidance—not just information.

  • Absolutely not. This program is for people who are stuck, not people who have it all figured out. If you had it all figured out, you wouldn't need coaching.

  • Seasonal cohorts start in January, April, and September. There are 8-12 spots available in each cohort.

    Join the Waitlist to be notified when the next cohort opens.

  • Yes! If you prefer individual coaching, learn more about one-on-one coaching here. We can discuss which format is right for you during your clarity call.

Ready to Get Unstuck?

If you're navigating a big life change and tired of feeling stuck with your money—this program might be exactly what you need.

Small groups. Real support. Actual results.

Cohorts start in January, April, and September. 8-12 spots available.

Let's talk about where you are, where you want to go, and whether this program is right for you. No pressure. Just honest conversation.

You don't have to navigate this alone.

SCHEDULE A FREE CONSULTATION