Improve Financial WellnessÂ
Let’s Work Together
Financial coaching that helps faith-led women find peace, clarity, and confidence with their money â in life and business.
Financial Wellness Assessment
A one-time session designed to help you gain clarity, confidence, and peace with your finances.
Money touches every part of your lifeâyour home, your marriage, your goals, your future. When your finances feel stressful, disorganized, or overwhelming, itâs hard to feel at peace anywhere else.
The Financial Wellness Assessment is a focused, one-on-one session where we take an honest, grace-filled look at your current financial picture and create a simple, personalized plan to help you move forward with peace and purpose.
This session is for you if youâre:
-
Feeling stressed or confused about where your money is going
-
Wanting a better system but unsure where to start
-
Struggling with spending, debt, saving, or staying consistent
-
Wanting a values-based, faith-aligned approach (not rigid rules or shame)
-
Craving clarity, direction, and a plan you can actually stick to
Whatâs Included in Your Assessment
During this one-on-one session, we will:
-
Review your current financial situation in a safe, judgment-free space
-
Clarify your values and priorities so your money decisions reflect what matters most
-
Identify your top 1â3 areas that need attention or adjustment
-
Explore habits, beliefs, and patterns that may be keeping you stuck
-
Create a simple, peaceful next-step plan you can begin right away
-
Answer your questions and help you understand your options
Youâll walk away with:
-
A clearer understanding of your finances
-
Practical next stepsânot just generic advice
-
A renewed sense of peace and direction
-
A values-aligned foundation you can build on
âď¸ Investment: $199
If youâre ready to gain clarity, feel more confident, and take the next step toward financial peace, you can request your session below.
Why You Feel So Stuck with Money (and Why Itâs Not Your Fault)
Youâre smart. Youâre trying. You want to do better with money. But every time you start, you feel more confused, frustrated, or overwhelmed.
Whether youâre:
âTrying to stay on top of bills
âFighting with your spouse about spending
âStruggling to build savings or stick to a budget
…youâre not alone. And youâre not doing anything wrong.
The truth is, no one teaches us how to manage money in a way that fits our real life. Itâs not just about numbers. Itâs about emotions, priorities, communication, and mindset.
Thatâs where Financial Counseling comes in.
Create a plan that actually fits your life
Hi, Iâm Kaitlin â your Financial Counselor & Wellness Coach.
I help faith-led women and solopreneurs simplify money and create peace, clarity, and confidence in their finances â at home and in business.
As an Accredited Financial CounselorÂŽ with a Masterâs in Counseling + 10 years of experience in the financial planning and business world, I blend practical cash-flow systems with heart-centered guidance, helping you connect the numbers to what really matters.
Whether youâre managing household finances, running a business, or trying to get on the same page with your spouse, Iâll help you create a plan that supports your goals, honors your values, and helps you spend on purpose.
What’s an AFC?
Navigate real-life finances, the SIMPLE way...
Working together we’ll combine practical cash flow systems with behavioral psychology and faith-based guidance so you can:
â Stop fighting and stressing about money
â Create spending plans that reflect your values
â Gain confidence in your financial goals & decisions
No shame. No spreadsheets of doom. Just personalized support and a plan that works.
Not sure where to start? This quick chat is the perfect first stepâno pressure, just clarity.
100s of conversations with people like you worried about getting it all ârightâ
Does Managing Your Money Feel Overwhelming?
Youâre not alone. If youâve ever felt anxious about your financesâwondering where your money is going, feeling guilty about spending, or avoiding your bank account altogetherâyouâre in the right place. Money stress is real, and it affects your confidence, your relationships, and your overall peace of mind.
But hereâs the good news: it doesnât have to be this way.
It’s Not About the Numbers…
Money isnât just mathâitâs deeply emotional and relational. The IMPROVE Framework helps you reset your money mindset, organize your finances, and build financial rhythms that reflect your goals, situation, and values.
Weâll work together to:
-
Align your financial decisions with your values and faith
-
Build simple cash flow systems that reduce stress
-
Improve money communication in your relationship
How does financial counseling work?
Imagine…
-
You and your spouse talk about money without fighting
-
You know exactly what to focus on each month
-
Your spending is aligned with your values and goals
-
You feel peace when you check your bank account
This is what financial wellness looks like.
Itâs possibleâand it can happen faster than you think.
How does financial counseling work?
The Path to Success
With You Every Step of the Way
Identify Your Biggest Money Stressor
Gain clarity on whatâs holding you back. Use the Mini Money Reset Guide or Book a Free 15-Min Intro Call to get started in minutes.
Follow a Simple Reset Plan
Use the Financial Planning Guide or Work Together to create a plan to meet your goals and build a strong financial foundation.
Align Your Financial Values
Implement your plan with confidence, support, tools, and check-ins to stay on track.
Have Questions? Letâs Connect!
Email [email protected] for questions!
FAQ
What is an AFCÂŽ?
An AFCÂŽ, or Accredited Financial Counselor, is a certified professional who provides personalized financial, counseling, education, and guidance. An AFCÂŽ helps individuals and couples understand their financial situation, set realistic goals, and develop effective strategies to achieve financial wellness.
Unlike financial advisors who might focus on investments, an AFCÂŽ specializes in helping clients manage their money day-to-day, including budgeting, cash-flow, debt management, and saving. The AFCÂŽ designation is awarded by the Association for Financial Counseling and Planning Education (AFCPEÂŽ), which ensures that professionals meet rigorous standards of education, experience, and ethical practice.
How does financial counseling work?
The financial counseling process begins with an initial consultation to understand your unique financial situation and goals. From there, we work together to create a personalized financial wellness implementation plan tailored to your unique values and needs.
We’ll focus on implementing a clear plan, open communication, and practical strategies, helping you align your financial goals and make informed, effective decisions. Whether itâs budgeting, debt management, or planning for the future, you’re supported each step of the way.
How can financial counseling help our relationship?
Financial counseling is about more than just managing moneyâitâs about building a stronger relationship. By working together to align your financial goals, you can reduce stress, improve communication, and create a shared vision for your future.
All services are designed to help you and your partner work through financial challenges, make informed decisions, and achieve lasting financial and emotional well-being.
Do we need to be in debt to seek financial counseling?
No, financial counseling is not just for those in debt. Itâs for anyone looking to improve their financial situation, plan for the future, and achieve their financial goals.
Whether youâre already debt-free, working to pay off debt, or simply looking to build better financial habits, or achieve your big financial and life goals, financial counseling services can help you create a plan that works for your unique situation.
What services do you offer?
You can choose from a range of services designed to help you achieve financial harmony. Services include
- Comprehensive financial wellness planningÂ
- Cash Flow Coaching for female solopreneurs
- Financial counseling for Couples
- Personalized budgeting assistance
Whether youâre just starting your financial journey together or looking to improve your current financial situation so that you can reach your goals, weâre here to guide you every step of the way.
Who are IMPROVE programs ideal for?
Financial counseling is beneficial for anyone looking to improve their financial health and achieve their goals.
Services are ideal for:
- Women looking to build a strong financial foundation, manage their finances, get in control of spending and saving.
- Solopreneurs, Self-employed, and commission-based seeking coaching, structure, planning and guidance to manage their income well. Â
- Couples & Newlyweds who want to create a plan for their future, combine their finances, get on the same page with their partner about money, avoid money fights before they start, etc.
If youâre ready to build a strong financial foundation, reduce stress, and achieve your goals, Improve Financial Wellness services are likely right for you.
What makes the IMPROVE approach different from other financial counselors?
When you work with Improve Financial Wellness, you’ll be supported with a unique blend of financial expertise and behavioral counseling to bring a ‘not just numbers’ approach to financial health and wellness.
When we work together, we won’t just look at the ‘what’ (the number) but the ‘why’ (the mindset & behavior) aspects as well. You’ll navigate the financial aspects of their relationship while also building communication skills and self-awareness along the way.