Live your best financial life


In personal finance, it's frequently more personal and less finance.


Our Services

Dragonfly Financial Solutions provides consultation, training and coaching to government and nonprofit clients as well as directly to human services professionals.

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What Personal Finance Coaching?

Personal Finance Coaching is well suited to those looking for encouragement and support to adhere to positive financial behaviors.  A coach provides a boost to self-control along with the flexibility to change strategies as the client’s financial situation changes. Coaching is different from counseling or mentoring as it focuses more on ongoing behavior change, executive function, goal setting and goal monitoring.

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No Commitment Book Club

What books are you reading these days?

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Our Practice

We are based in Boston and offer our services throughout the country.

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For All Levels of Your Organization, From Management to Staff to Clients

Dragonfly Financial Solutions provides tailored services to organizations, staff and clients