I’m excited to talk about what’s new at Firebird Finance. After having our first child, Skylar, I took time off to fully embrace my new role as a parent. This will be the work of a lifetime but I have my feet under me now (mostly). During that time, I also completely revamped and beta tested the Firebird Finance coaching program! This new 6-month program has streamlined content presented in an easily digestable format. It has really allowed me to meet my clients where they are now.

In this new program, I will help clients start from not knowing how to handle their money, to setting themselves up for success. This includes:

  • Basic financial education
  • Debt repayment planning
  • Short term and long term planning and saving strategies
  • Investment education and key insights
  • Estate planning education

Let’s get into some detail to see if this program could be a good fit for you!

Crushing Your Financial Anxiety

The first step to being able to use your money to build the life you deserve is to face your current situation with money. Many of my clients had such strong financial anxiety that they do one of two things.

One: They either never look at their accounts for fear of what they will see.

Two: They are ALWAYS looking at their accounts. This could be done as a security blanket, to see if they can afford something or to make sure they haven’t dipped below zero (again). This could also include having a complex web of zero interest credit cards or debt consolidation efforts.

The key step both types of clients fail to do is look at their whole financial picture. The Crush Your Financial Anxiety (CYFA) session is meant to take the entire picture into account. What you make, where it is going and how much of it is really going. This session is a full download of your financial situation. To change your financial picture, you have to know what that picture looks like. Most of my clients are very surprised about what they learn in this session.

Then the real work begins…

Begin With Confidence

The first 3 months of my new 6 month coaching program is called “Begin with Confidence” for a reason. These first 3 months will grow your confidence in 2 ways.

Education

The first way to grow your confidence is education. So many of my clients say that they just are not confident with money because they don’t have the basic knowledge on how to handle it. Many of us did not learn about personal finance in school and our parents were not always the best examples of what to do. Not only will this education effort focus on the mechanics of money and what goes into those mechanics, but we will deep dive into your values and your why. Your values will drive how you will prioritize spending your money. Learning what is the most important to you and the impact that has on where you spend your money is critical.

Accountability

The second way we will grow your confidence is accountability. As you gain that education on personal finance AND your own values, we will go through your expenses on a monthly basis to hold you accountable. Are your prioritizing your values as we discussed them? More importantly, are the priorities you state you want showing up as your top priorities?

“Don’t tell me where your priorities are. Show me where you spend your money and I’ll tell you what they are.”
~James Frick

We will also create a plan for you to pay off your debts in a way that makes it a real possibility to become debt free. According to the Motley Fool, the average household has over $50,000 of non-mortgage debts, meaning credit cards, auto loans and personal loans. It doesn’t have to be this way. You CAN get out of debt and live a full life while you do it. It’s all about intention.

Build with Clarity

The final 3 months of my new 6 month coaching program is called “Build with Clarity”. We will use that budgeting foundation and ability to save money formed in “Begin with Confidence”. Then we will add in your forward looking plan an education to use money as a tool to build the life you deserve.

Goals

First, we start with long term goals planning. So many people say that becoming debt free is their goal. While that is a GREAT goal; I hope that isn’t the only goal you can see. We’re here to LIVE, not just get into and out of debt in the hopes of not leaving our kids with debts to pay off. This step first starts with daydreaming.

Where does your mind go when you daydream? Do you travel? Do you dream of owning a home? Starting a business? Being able to help out family members without hesitation? I encourage my clients to take their time, perhaps several times, to dream of what they want to do with their lives. Be as specific as possible.

“I want to camp more” is not a goal.

Instead say: “I want to camp in each of the national parks before I’m 60, starting with Acadia National Park in Maine this summer.” Now THAT’S a goal we can make happen. The more details you have, the more likely you are to be able to plan and create this reality for yourself.

Long Term Investing and Estate Planning

Next, we will go through the basics of investing . Starting from “what is an investment?”, different types of accounts and basic tax strategy to how to tailor your investment approach towards your goals. In the final session, I educate my clients on the importance and basic strategies for estate planning. For instance, how to leave your family in the best possible situation should they ever have to live without your income and input.

A Better Way to Communicate

With this new coaching program, my clients have been able to communicate better about money. Either in terms of recognizing their own needs and wants and with their partners. This communication and clarity, especially for a couple, is the basis to using money as a tool to build your life the way you deserve.

This program transforms how clients understand and talk about money, both individually and as partners.
Clear communication becomes the foundation for using money intentionally and building a meaningful life.

Watch this space as there will be more coming your way in 2026 to help this be your best year yet and set you up for many successful years ahead!

Book a FREE 30 MINUTE COACHING SESSION with me to see if this program is right for you and let’s get started!

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