My Story

Well, hey there! I’m Jaclyn, your new financial coach and favorite money nerd.

I am genuinely, unabashedly a numbers person. Former math teacher. Can solve a Rubik's Cube in under a minute. Named our home Wi-Fi networks after Star Wars, Lord of the Rings, and Harry Potter. Yes, all three. No, I will not apologize. 😉

So when I tell you that even I couldn't figure out my own money for years? I need you to understand how embarrassing that was.

Here's the thing nobody tells you about reaching the salary you always wanted:

It doesn't automatically fix your finances.

You did the work. You got the degrees, the promotions, the dual incomes. Maybe you have a household pulling in more than most people you grew up with ever dreamed of. And yet, somehow, the money still feels like it's just... passing through.

You're not broke. But you're not set, either.

You look at your bank account and think: We make good money. Where is it?

Maybe it's lifestyle creep: the subscriptions, the nice dinners, the "we deserve this" purchases that made sense individually but somehow added up to a monthly number that makes you wince.
Maybe it's the income that's complicated. Bonuses, RSUs, a commission structure that rewrites itself every year, and nobody taught you how to build a budget around money that doesn't show up on a consistent schedule.
Maybe it's that you both have strong opinions about money and no shared system, so you're not fighting exactly, but you're also not on the same page.
Maybe it's that you have real goals: paying off the last of the student loans, building an investment account that actually means something, taking the trips, giving generously, retiring earlier than your parents did, and you just haven't made a plan yet.

Or honestly? All of the above.

I know - because that was us too.

My husband John and I weren't struggling in the traditional sense. We weren't missing meals. But six years after graduating college, with two decent salaries between us, I still felt that low-grade financial anxiety almost constantly. I'd check my bank account the way some people avoid stepping on a scale, knowing it probably wasn't going to be pretty, hoping I was wrong, bracing either way.

We had the big dreams: a house big enough to host our people, the financial breathing room to actually travel and be generous, a plan that didn't go sideways by the 15th of the month.

And we also had credit card balances, student loans, a mortgage we'd stretched for, and zero system for any of it.

I tried the usual suspects:

Budgeting apps that were great at making me feel guilty and terrible at actually helping me spend better
Keeping all of my receipts so I didn’t lose track of a single transaction 🥴
The “Baby Steps” (which felt like SUCH a grind to me before we could even finish Step 2)

Progress happened, but it felt slow. And it required so much mental effort. I just knew there had to be a better way.

What actually changed things was connecting with financial coaches I trusted and learning a better method. Not more restriction. A smarter system. One that was built for the way real life actually works:

irregular expenses
variable income months
competing goals that all feel urgent
two people who want to be on the same page financially

Once we had that? Everything shifted.

Not because we got a raise. Because we finally understood what to do with the money we were already making. We paid off $70k of debt. We traveled the world. We did it without white-knuckling our way through every spending decision.

If you're earning well and still feel financially scattered, I want you to hear this clearly:

It's not a money problem. It's a system problem.

High income doesn't come with instructions. Most of us were never taught how to build a financial plan that actually accounts for the complexity of our real lives:

Bonuses that land unpredictably.
The irregular-but-inevitable expenses that blow up even "good" months.
The goals that feel too big to start and too important to ignore.

The traditional budgeting approach wasn't built for you. It was built for someone with a single, steady paycheck and simple finances. If you've tried it and it hasn't stuck, that's not a character flaw. It's a design flaw.

My method is different. It's built around your numbers, your income timing, and the life you're actually living, not a theoretical one.

Imagine what it would feel like to...

Look at your bank account without the dread, because you actually know what the number means
Have a plan for your bonus before it hits, instead of watching it dissolve into nothing over the next 90 days
Stop the low-level tension with your partner about money, because you finally have a shared system you both trust
Make big purchases confidently, because you know exactly what you can afford and what it costs the rest of your goals
Have the travel fund actually funded. The giving actually happening. The investment account actually growing.
Pay off the debt that's been embarrassing you for years and cross it off the list
Know that the irregular, unpredictable expenses - car repairs, medical bills, home maintenance - are already accounted for
Retire earlier than you thought, because someone finally helped you run the real numbers
Feel like your financial life matches the rest of your life - intentional, organized, and moving in the right direction

None of this requires a windfall. It requires a system. And someone in your corner who knows how to build one with you.

That’s what I do.

I work with high-earning women, couples, or business owners who are smart, motivated, and done settling for financial confusion that doesn't match the rest of what they've built. Together, we'll get your money organized, your goals defined, and a plan in place that you'll actually follow - because it was built around your real life, not a spreadsheet fantasy.

There's no overnight transformation here and no one-size-fits-all path in my playbook. What I will do is take everything I know about budgets, financial planning, and how high-income households actually work, and build something that fits yours.

Ready to stop wondering where it all goes?

I call your first coaching session a Launch Session, because it’s really your starting point to making change with your money. It’s a private, 1:1 Zoom coaching session where we look at your full financial picture together: income, spending, savings, debt, and goals. You'll walk away with real clarity on where your money has been going and a plan that actually works for your life.

Launch Session for Individuals and Couples:

2-hour virtual appointment to create your personalized plan
Includes session recording and detailed implementation write-up
Investment: $597

Book Your Launch Session ->

Launch Session for Business Owners:

2.5-hour virtual appointment to create your custom plan for personal & business finances
Includes session recording and detailed implementation write-up
Investment: $997

Book Your Launch Session ->

My Story

Well, hey there! I’m Jaclyn, your new financial coach and favorite money nerd.

So when I tell you that even I couldn't figure out my own money for years? I need you to understand how embarrassing that was.

It doesn't automatically fix your finances.

You're not broke. But you're not set, either.

Or honestly? All of the above.

I know - because that was us too.

Progress happened, but it felt slow. And it required so much mental effort. I just knew there had to be a better way.

Once we had that? Everything shifted.

It's not a money problem. It's a system problem.

My method is different. It's built around your numbers, your income timing, and the life you're actually living, not a theoretical one.

Imagine what it would feel like to...

Look at your bank account without the dread, because you actually know what the number means

Have a plan for your bonus before it hits, instead of watching it dissolve into nothing over the next 90 days

Stop the low-level tension with your partner about money, because you finally have a shared system you both trust

Make big purchases confidently, because you know exactly what you can afford and what it costs the rest of your goals

Have the travel fund actually funded. The giving actually happening. The investment account actually growing.

Pay off the debt that's been embarrassing you for years and cross it off the list

Know that the irregular, unpredictable expenses - car repairs, medical bills, home maintenance - are already accounted for

Retire earlier than you thought, because someone finally helped you run the real numbers

Feel like your financial life matches the rest of your life - intentional, organized, and moving in the right direction

None of this requires a windfall. It requires a system. And someone in your corner who knows how to build one with you.

That’s what I do.

Ready to stop wondering where it all goes?

Launch Session for Individuals and Couples:

Launch Session for Business Owners:

Want to learn more first?

Send me a message, and we'll figure it out together.