Personalized Money Coaching

Have you been held back by old money beliefs, impulse spending, thinking you’re not worth it or don’t deserve more? That negotiating or asking for a raise is only something others do? 

Are you stuck in fear, overwhelm, indecision, or cynicism when it comes to your money and your savings, investment, or retirement accounts? 

You don’t have to work your whole life in a day job trying to earn just enough money for retirement or to make a big donation to causes you love. You can do all of that right now. 

Sign up for a free discovery call

In this 15-minute confidential, no-judgment call we’ll go over where you’re at money-wise or discuss what your money goals are. 

Coaching Package

If you sign up for a coaching package, you’ll be guided to craft a big, inspiring, compelling vision for your financial future. We’ll map out your goals and milestones to get there, work to uncover your money beliefs, clear away any blocks that may trip you up, build your confidence, and put together an action plan. 

  • First session: 75-90 minutes

  • Subsequent sessions: 45-60 minutes, 2x per month, within 3 months

  • Total: 6 sessions

Pink lotus flower with green lily pads on water surface.

I’m a Board Certified Health and Wellness Coach, and I’m bringing the coaching skills that help people make lifestyle changes around their health and fitness to the finance world. You’ll receive advanced coaching to help you uncover your money blocks and limiting beliefs, set goals, develop an action plan, have accountability, and be successful. And, most importantly, achieve your beautiful dreams!

Toffler helps ambitious women go from feeling uncertain about investing to confidently building wealth in alignment with their values. She's an investing and money mindset coach.

FAQs

  • Coaching is a co-creative process where you partner with me as your coach to unlock your potential and achieve your goals. A coach acts as a guide to help you discover your own solutions and build self-awareness. Some of the techniques I may include are: powerful questions, values exploration, EFT tapping, guided imagery, meditation/mindfulness, etc.

    This journey leads to a powerful transformation. Imagine going from feeling overwhelmed by finances to feeling empowered and in control.

    Through coaching, you can identify your limiting beliefs about money, develop healthy spending habits, and build a personalized plan to achieve financial security all in alignment with your values.

    Besides coaching, I’ll also include some education to help build your financial literacy, because that jargon and those acronyms are kinda crazy!

    What can you expect? Increased confidence, reduced stress, and the freedom to pursue your dreams, all fueled by newfound financial well-being.

  • 1st, I invite you to finish reading these FAQs. If you’re interested in proceeding, then…

    2nd, schedule a 20 minute discovery call with me. During this time, we’ll see if we’re a good fit to work together, and discuss whether the mini package or full package will be best.

    3rd, assuming we want to move forward, you’ll receive a contract and payment link. At this point, we’ll also set the time for our first session.

    4th, complete the intake form, if provided. Gather any financial account statements or note any areas you want to address so that you’re prepared for our time together.

    5th, each session will be about 45 minutes (though we may go up to an hour). If you booked the 7 session package, the first meeting will be about 75 minutes.

  • Great question! Investing in financial wellness coaching can significantly improve your financial well-being. Typically, the changes that clients make, whether in earning and receiving money, saving, or investing, all within the first few months more than surpasses the coaching investment itself. Beyond that, clients experience reduced stress, increased confidence in managing their finances, and achieve their financial goals faster.

    Currently I have 2 options to fit individual needs:

    • 6 Sessions: $1499, completed within 4 months.

    • Ongoing: $475 / month, 2 sessions per month with support; minimum 6 months.

    During the Discovery Call, we can discuss your specific goals and find the optimal program for you. Sliding scale and payment plans can be made available; please ask in the call.

  • As a coach I’ll guide you to make your own decisions, whether that’s choosing your own investments, opting for a robo-advisor, or finding the best investment advisor for you. I can also show you how I research investment options, including values-alignment, if that’s of interest to you.

    When it comes to financial planning, I want to give you as many tools and resources as I can, to demystify that whole world, but also so you can feel empowered, trust yourself, and know if/when and how to find the right expert to help you.

    Investment decisions, or the choice to hire someone to make those decisions for you, are yours and yours alone.

    Our conversations should not be construed as financial advice. I operate within the sphere of a coach and financial educator.

  • This is a compelling approach from a purely money and retirement perspective. But you’re a whole being with a full life to be enjoyed, purpose to be realized, and values and vision to be lived out that I know FIRE isn’t that straightforward. Read more on the blog.