Money Coaching for Visionary Women
Helping you so that you can help the world (or, you know, just sleep better at night!).
Hey friend.
I’m pretty sure you’re awesome, and that you are doing really cool things with your life. Learning important skills, caring for your babies, doing good in the world. But sometimes you wonder if you are getting anywhere on your capital B Big goals. Maybe you lay awake wondering if you’re going to have the money for your dream house (er, farm) / artistic project/ retirement / supporting your kids entrepreneurial adventures / retrofitting that bus / finally starting that business.
Many women feel like they must have missed the school day when money skills were taught.
But you didn’t. There wasn’t a day. And even if there was, we need way more than a day to really unpack our relationships with money, let alone how to manage the flow of it in our lives.
We get thrown out into the world to figure it out on our own. The credit card companies and the 1% are not really that interested in helping us little gals learn about personal finance because it’s one of the many ways they maintain their power over us.
So many incredible, impactful women come to me and say they feel total incompetent when it comes to their money. They often carry shame, fear, confusion and stress in their money stories. Many are struggling with this lack of financial literacy, are carrying debt, overspending, undersaving, and feeling trapped in the paycheck to paycheck cycle.
Well no more! I’m here to help women like you kick some serious ass, create a budget, make money goals and plans, overcome old money stories, and find new clarity in your life so that your energy can get freed up to do more important stuff like take over the world. Keep reading to learn about working with me.
So what’s your deal?
(aka you might really love working with me if…)
You want to feel CONFIDENT and CLEAR and at EASE when working with your money. What can you actually afford? How much are you spending? How much do you need in any given month or year to fund your needs and priorities?
You may have heard yourself say something like “I know I need to look at where my money is going but I'm scared and would rather poke my eyeballs out." But you’re ready to dive in with some awesome support by your side
You are sort of woo-woo and really need someone who speaks your language to ground you in the realities of money management
You are already trying all the practical "stuff" but you still feel like a crazed maniac when it comes time to pay your bills, shuffling money all over the place or getting blindsided by expenses you didn’t see coming
You and your partner want/need to get on the same page about your money goals and dreams
You have big beautiful dreams you are trying to fund and you keep saying "if only we had the money" (that yurt, that farm, that education, that community project?)
You want to dig into your money story and archetype so you can shift to a more balanced place
You might even want to build financial independence and wealth for your family but you're afraid if you become rich you will be a bad person (ack!!!)
Why I Coach Using YNAB
I have personally been using YNAB since 2014, and it has LIT-erally changed my life. YNAB is an awesome way to change how you think about money and get organized with your finances.
It's not just some boring system, it's a mindset shift that brings you closer to your money and helps you make better choices about how you spend it. It helps facilitate my mindfulness approach to financial wellness.
Never heard of YNAB? No worries! Check out their method - it's a game-changer!
As your money coach, I'm here to guide you through setting up your budget, show you all the cool features of the software, and help you make those mindset shifts that will totally transform your money game. And whether you're a newbie or already a YNAB pro, I've got your back and can support you with whatever you need.
Money Coaching with Margo
Money Coaching with Margo
Money coaching is the secret to fast-tracking your financial wellness, WHATEVER METRIC YOU WANT TO MEASURE THAT BY.
You could totally figure all of this out on your own—but even the best players have coaches. A coach helps you learn faster and apply what you know with confidence and clarity.
Benefits of Money Coaching
Gain clarity: See where your money is going, and start building your self awareness around how money comes in and out of your life
Build confidence: Create financial confidence through consistent action and skill building
Align your goals : We'll create a customized budgeting system that empowers you to make intentional choices that align your money habits with your core values and goals
Role of a Money Coach
As your dedicated money guide, I’ll support you every step of the way:
Guidance: Through a variety of mind-body tools and regular old fashioned conversation we will work on your money mindset, uncover limiting beliefs, and introduce strategies to transform your relationship with money.
Grounded mentorship: I know money isn’t just about numbers—it’s emotional and spiritual too. We’ll move at your pace, building healthier habits and releasing what no longer serves you.
Consistent support: You won’t be on this journey alone. I’ll be here to celebrate your wins, offer encouragement when challenges arise, and provide ongoing support, even between our live sessions.
Connecting to Your Dreams
Money coaching isn’t just about dollars and cents—it’s about creating the freedom to live life on your own terms (as much as possible in this dystopian nightmare).
With the right tools and support, you’ll get closer to starting that passion project, supporting people you love in hard times, writing that book, or retiring someday.
I’m here to help you reclaim your power and live a life in alignment.
Hey, I'm Margo! I've harnessed my superpowers to become a money coach, driven by my own personal finance journey and the need I see within the other holistic, paradigm-shifting communities I serve. With a passion for getting people organized and inspired about their money, I'll guide you through the birth of your budget and help you tap into the power of money clarity, abundance mindset, and self-discipline. Together, we'll manifest the money you need to create a more beautiful new reality for us all (where maybe we don’t use money anymore? We’ll see!).
Meet Your Money Coach
What’s Included
I offer monthly coaching packages that include everything from guided money meditations to talking about life insurance (booooriiiiiing, but important!) and everything in between.
1 on 1 Support with Margo! We will light a candle or set our intentions, ground ourselves, maybe burn some sage, settle in and make this process as fun and meaningful as possible!
Set-Up of Your Unique YNAB Budget: No two budgets are the same, and we will build yours to work for you.
Goal Setting : Understanding what to do “next” on your financial wellness journey can be tricky and there is not a one size fits all approach. We will talk about the different approaches, your values, and get clear on the next big milestones that you are aiming for.
Debt Paydown + Breaking the Paycheck to Paycheck Cycle Strategies (if needed): We will run and crunch the numbers and it will maybe even be fun and feel good!
Unlimited Support Between Sessions: Text, email and Loom video support for time sensitive support.
Loom Videos to Demo Troubleshooting: Custom screen sharing tutorials using YOUR OWN BUDGET for any questions that come up, so that you know exactly how to work with your unique budget and circumstances (tonight I got back to a client with a 10 minute long Loom video using her actual budget within the hour when she had an emergency YNAB question!)
Accountability and Habit Building around the 6 YNAB habits, so they become part of your regular routine.
Three free months of YNAB instead of the usual one.
Access to my private group on Facebook :)
The first month of onboarding and YNAB Set Up includes 4 weekly coaching calls and unlimited text, email and Loom video support to get you fully set up using YNAB.
This is an INTENSIVE experience and usually uncovers lots of mystery spending (I often help save people a lot of money in this short window!), radically reorients you to more mindfulness about your money, and helps us see how your money archetype and mindset is playing out in real time.
We cover simplifying account structure, understanding cashflow, creating a unique budget template, setting your targets and goals (including your big dreams!), and solidifying day to day budgeting habits.
Total Monthly Coaching Investment: $999
P.S. I will likely “save” you way more than that and will deliver you other priceless results in our time working together.
Book a free consult with me below if you want to explore working together in this way.
Whether you are sure you want to work together, or are totally skeptical but want to chat and get a few easy wins for free, your next step is to book a call with me where we can get a sense of where you’re at money-wise, what help you need, and if I’m able to be that support that for you. I only work with people who are willing to put in work, not make excuses, and be present and ready for the duration of our sessions.