Invest in your relationship with your finances.
We help women to be confident and in control of their financial lives.
Upward Personal Finance is a personal finance consulting and coaching firm for women. Since we are a woman-owned business, we understand your perspective. We focus on the unique needs and concerns of our female clients and speak your language. We operate with a “No shame. No blame.” philosophy. Our approach is designed to get at the heart of:
Realizing why money is important to you and understanding your values around money
Identifying your prioritized financial goals and setting action items to reach them
Partnering together to create a simple plan and reach your value-based goals faster
Our mission is simple.
We want you to be knowledgeable about your finances and help you develop a clear path for reaching financial goals based on your personal values.
If you feel you need education about personal finance and just don’t have the time to dive into the complexities of it all, we want you to know YOU ARE NOT ALONE. The fact is most of us didn’t learn much about personal finance in school or from our parents. Unless you studied finance or had a family member teach you about how to manage money, you’ve likely had to learn by lots of trial and error, turning to online resources or articles, or asking trusted friends and co-workers.
Of course, you can manage your money and plan for your financial future on your own. You are a smart, creative, resourceful, and driven woman. However, having an educated consultant and coach who understands your values and goals is like having a personal trainer for your finances. Together we can get you where you want to go faster with education, accountability, and encouragement along the way.
Are You . . .
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Unsure of where your money goes every month?
Frustrated with budgeting and can’t seem to stick to it?
Concerned about debt and lack of savings?
Confused about what to do first, second, third to improve your finances?
Making good money but know you could be managing it better?
Wishing you had a plan that made sense and had easy steps to follow?
Wanting to grow your net worth and don’t know how?
Feeling like your money runs you, not the other way around?
Wishing you had a trusted partner to hold you accountable and help you be better off financially?
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If any of these questions resonate with you, let's talk. Together we can craft an action plan to help you reach your financial goals. We’ll guide you every step of the way.
Have questions?
Schedule a 15-minute Q+A for free and see if it’s right for you.
There’s no commitment, pressure, or obligation.
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