You don't have to go it alone.

Let's walk together, one step at a time.

How Does Financial Coaching Work?

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Let's Chat

First, we'll sit down and chat. I'll learn more about you, your dreams, and your readiness to begin this journey.

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Create a Plan

Next, we'll go over your current financial situation, set tangible goals, and develop a step-by-step plan to get you there.

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Walk Together

Then, we'll walk your plan together, with consistent coaching sessions and follow ups to keep you motivated and accountable every step of the way.

Is Financial Coaching right for me?

If you've ever played on a team, or used a business, life, or health coach, you know that coaches are there to guide you in the direction of a goal. They teach, encourage, push you outside your comfort zone, challenge you, and believe in you. As a Financial Coach, I do not manage your assets, sell you insurance, or teach you how to pick stocks. But I will help you take control of your financial life, get on the right path, and teach you the steps you need to get to the top. Financial Coaching is right for you if you're ready to...

  • Take an honest look at your finances and make a change

  • Finally get out of debt

  • Save for Emergencies

  • Invest toward your retirement

  • Break generational cycles of poor money management

  • Start creating a financial life you're proud of

  • Put in the work to get different results

Get the motivation, guidance and support you need to get your financial life on track. From trailhead to summit, we're in this together.

(H)ope

I believe there is hope in every story, no matter your current situation or past mistakes with money. Where you are now isn't where you're going to end up. I'll give you the encouragement and gentle pushes you need to reach your mountaintop.

(H)elp

Taking control of your finances is hard. You don't have to do it on your own. Get the encouragement and help you need, wherever you're starting from.

(H)eal

We've all made mistakes with our finances, and are walking in circles living out deeply engrained money habits and beliefs. Let's examine and change the ones which are no longer serving you, and design a new path, forgiving what's in the past and stepping forward with self-compassion and confidence.

What my clients are saying...

Carissa Selena

Working with Stephanie has drastically changed the way I manage my finances. She assisted me in creating systems that help my money work for me. Through this process, I have been able to experience how it feels to be in more control over my finances.

I have becoming more aware of my spending habits, and have been able to pay off more debt that I thought possible. Stephanie has certainly enlightened me many times with her knowledge and guidance. She doesn’t just care about my finances. She also cares about my personal wellbeing and this shows in her work. She is compassionate and challenges me, at the same time, to show up and be better, holding me accountable for what I have said I am going to do.

With the more in control I feel about my finances, I have become more confident that I can take care of myself and my business.

Andressa Lima

Hiring Stephanie has been one of the best decisions we have made as a couple! Finances used to be such a hard thing to manage together, specially being on the same page. Stephanie brought us closer together.

I love how organized her coaching program is, it makes it easy to understand. She's always ready to respond questions anytime of the day. She will not give up on you even when things get hard, she pushes you to be better. She has the ability to help me see the good things and progress.

I love answering the questionnaires she has, it's so helpful to see progress through those. As a woman I feel like her coaching program is priceless.

Jenna Porter

I met Steph while going through a major financial crisis brought on by Covid. It can be really embarrassing and vulnerable to ask for financial advice when we all know the common knowledge of "don't spend more than you make," but it really is very much more complicated than that. Especially if you are having feelings of being a failure or being held down by mountain debt. Steph helped me face this problem that was causing me so much stress, affecting my self-worth, and holding me back in life by giving me actual tools to reshape my relationship with money and move forward feeling like I had control, and I wasn't afraid to look at, monitor, and change my behavior around money. As I navigate this transition, I have less money than I used to, but am actually less stressed than I was when I had all the money I needed and more because my relationship to money has changed. I would recommend her to anyone, she's fantastic! And very communicative, earnest, honest, and kind.

Shari Porter

Stephanie is an amazing financial coach. She not only is helping me organize and manage my finances but set me up for future financial success.

She has taken a lot of time to work on mindset around money. She goes above and beyond! She has not only provided resources for me but has taken time out of her day to go with me to do things that have been hard for me to do.

I HIGHLY RECOMMEND HER!!!

Let's walk together. One step at a time.

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Questions? Email me!

coachsteph@stepbystephfc.com