MY SERVICES

WHAt I DO BEST?

I help women take control of their finances, without spending hours in a spreadsheet or giving up what makes life fun.

Wether it’s learning how to plan ahead for real-life expenses, confidently say yes to the things that you love, or finally ditch the all-or-nothing mindset.

I give you clarity, a little structure, and a whole lot of support to build a life (and budget) that actually works.

01

budget bloom

A financial clarity session where your financial priorities take root.

This is for the woman who’s earning well, but wants more direction. You’re doing dine, but you are wondering if your money is doing enough. You want to feel grounded in your decisions, whether it’s planning a vacation, saving for your kids, or making your next big move.

  • You’ll leave with… clarity, structure, and a simple plan you can trust.

WHAT’S INCLUDED?

  • Pre-Session Intake Form to get clear fast

  • 60-Minute Strategic Session focused on your unique numbers and goals

  • Mini Roadmap PDF with 2–3 custom action steps

  • Confidence in what comes next

INVESTMENT: $97

  • This session is one-and-done with no ongoing coaching. If you want more, you’ll have the option to apply your session fee to a longer-term offer.

from confused to confident

“We had an incredible experience working with Holly. She took the time to truly understand our financial goals and provided insightful, personalized recommendations that gave us a clear path forward. Her professionalism, knowledge, and approachable demeanor made the entire process stress-free and enjoyable. We now feel more confident in our financial future, and we highly recommend her to anyone looking for expert financial guidance!”

Elena Ermini

02

rooted reset

A one-time strategy session designed for women in transition. Whether you’re navigating a career change, divorce, simply stepping into a new chapter.

You’ll walk away with a clear, personalized plan that brings structure to your spending and clarity to your next financial steps.

WHAT’S INCLUDED?

  • 90-Minute session via Google Meet or In-Person

  • Personalized Financial Snapshot (PDF) - analysis, expense breakdown, and actionable strategy

  • 30 days of Google Voice Support for follow-up and questions

INVESTMENT: $497

real stories, real wins

“Working with Holly was a game-changer. Her professional guidance and friendly approach made it feel like I was chatting with a knowledgeable friend. She tailored her advice to my needs, introducing me to sinking funds and helping set up an online banking system that simplified saving for my Disney trip and other events. I'm grateful for her expertise and personable nature, it made tackling my finances enjoyable.”

Douglas Sekorski

03

rooted coaching

A high-touch coaching experience to help you manage your money, plan ahead, and grow with intention.

This isn’t about doing it all alone with a spreadsheet.
It’s about having a steady hand (mine!) helping you make confident, values-aligned financial decisions, without the overwhelm, the guesswork, or the “I’ll deal with it later.

Whether you’re growing your savings, paying off debt, or preparing for your next big move, coaching gives you the structure, accountability, and a plan that actually moves the needle.

WHAT’S INCLUDED?

  • 2x Monthly 60-Minute Google Meet Sessions

  • Unlimited Email + Text Support Between Calls

  • Custom Financial Strategy Built Around Your Life

  • Goal Tracking + Plan Updates As You Grow

choose your INVESTMENT:

3 Months – $300/month (Clarity + fast wins)

6 Months – $275/month (Momentum + structure)

12 Months – $250/month (financial transformation)

client wins, from coaching

“Working with Holly has literally saved my life. She provides so much knowledge and resources to help you get back on track and stick to a reasonable plan to tackle debt. I am so grateful I made the decision to work with her and for once in my life I feel hopeful about my financial situation.”

C. Turner