Reduced monthly expenses by over $2,000!
Bought a new home!
Imagine where you'll be after 6 months of focused growth and wealth-building
(Or, hear it from these women!)
Reduced credit card and student loan debt by almost $16K!
Bought a brand new car!
Coaching iS Tailored to you and your goals, but we always cover:
Your Financial System
A step-by-step structure connecting your income to your goals - short-term, mid-term, and long-term. Clear, automated, and built around your actual life.
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Intentional Spending
Not budgeting. Understanding where your money is going and making sure it reflects what you actually want - then automating the rest.
Big Decisions Without the Guesswork
Buying a home, leaving a job, taking a break, starting something new. You'll have a clear picture of what's financially possible - and what it takes to get there.
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Income & Benefits Optimization
Most high earners are leaving money on the table. We go through your full compensation package - 401k, HSA, RSUs, stock options, bonuses - and make sure everything is working.
DIY Investing & ALLOCATION
How to invest strategically across your accounts without complexity. We cover asset allocation, account types, and building a consistent habit you can sustain.
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Career as a Financial Strategy
Salary negotiation, job changes, RSUs, compensation strategy. Your career is your biggest financial lever - we treat it that way.
1:1 Coaching Sessions
Personalized to your goals and income
Ongoing Support & Accountability
Unlimited email and chat access between sessions
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- so you never sit with a question
With 1:1 Coaching, You'll Finally Have:
01
Clarity on your full picture
You'll know exactly where you stand - what's coming in, what's going out, what's growing, and what's not. No more avoiding or guessing.
02
A plan that's actually connected
Your income, spending, saving, and investing all directed toward the same goals - short-term, mid-term, long-term. Built around your real life, not a template.
03
Confidence in every decision
Job change, home purchase, salary negotiation, career pivot, taking a break - you'll be able to look at the numbers and know what's possible. No more stalling.
You're not doing nothing.
So why does it still feel unclear?
You contribute to your 401k. You have savings. Maybe some investing you set up and haven't revisited. You've done the things you were supposed to do.
And yet - you're not sure if you're actually building toward something or just accumulating. You delay financial decisions because you're not sure what the right move is.
You suspect you're leaving money on the table somewhere in your benefits, your compensation, or your investing - you just don't know where.
You don't have a knowledge problem. You have a structure problem.
Everything exists -
it's just not working together.
That's exactly what we fix.
A system built for options,
not just order.
VISION
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Define what optionality looks like for you - a sabbatical, a pivot, early retirement, building something of your own. This is the filter everything else runs through.
So that every financial decision has a direction.
Most financial advice skips the most important question: what do you actually want your money to make possible? We start there. Then we build the system that gets you there.
Build the system
(Direction & Automation)
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Create Your Financial System - income flow, allocation, automation
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Optimize your benefits and compensation to capture what you're leaving on the table
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Establish your investing structure and get it running consistently
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Remove friction and decision fatigue from your financial life
Build toward what you actually want
(forward Momentum)
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Connect your financial system to your specific life and career goals
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Build your roadmap for the next 1, 3, and 5+ years
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Prepare for major decisions - job changes, real estate, career pivots, family planning
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Leave with a system that runs without you having to think about it constantly
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"Alana helped me stand up a holistic WAY to manage my day to day finances, as well as identify my price range for a home. I was able to effectively save, plan ahead, and buy a condo I love thanks to her help"
Sarah
"Alana helped me stand up a holistic budget to manage my day to day finances, as well as identify my price range for a home. I was able to effectively save, plan ahead, and buy a condo I love thanks to her help"
Sarah
"Alana helped me stand up a holistic budget to manage my day to day finances, as well as identify my price range for a home. I was able to effectively save, plan ahead, and buy a condo I love thanks to her help"
Sarah
Women earning $150K+ who feel like their finances aren't working together. You have accounts, maybe investing, probably some savings - but no clear structure connecting any of it to where you want to go. You're not starting from zero. You're just not set up
Because earning well and building wealth are two different things. A high income flowing into a scattered setup doesn't compound - it just disappears in ways you can't explain. We build the structure that makes your income actually work.
A financial advisor manages your investments for you - usually for a percentage of assets or commissions. I don't manage your money and I don't sell products. I build a system with you and make sure you understand exactly how it works, so you can run it yourself.
Your full financial picture: income flow, spending, 401k and benefits optimization, investing strategy, RSUs and stock options, career compensation, and a forward plan for the goals that matter most to you. Every engagement is different because every situation is different.
1:1 sessions with email and chat support between sessions. We move through a clear framework - from getting the full picture, to building your system, to connecting it to your actual life goals.
You’ll have access to ongoing support through email and chat, so you can ask questions, get feedback, and stay on track with your action plan.
No. Most of my clients are smart, capable women who just never had someone sit down and build this with them. We start wherever you are.
Reach out to discuss current pricing and payment options. Pricing is available on request. Most clients recoup their investment quickly once we optimize their compensation and benefits.
Book a Money Clarity Intensive ($500) for a 90-minute working session - that's where most clients start. Or if you're ready to commit, book an Intro Call to make sure we're a good match.
1:1 Financial Coaching
Hands-on strategy + education
Tailored to your income + goals
Ongoing guidance + accountability
Learn how to invest confidently
No hidden fees - Just one investment
You gain the knowledge and skills to make confident financial decisions for life
Traditional Financial Advising
Manages money for you
Generic financial planning models
Occasional check-ins
Advisor invests for you
% of assets or commissions
You rely on someone else to make financial moves for you
With coaching, you don't just have a plan - you have a system. And you know exactly how to run it.
