Happy Clients

It is time for us to stand and cheer for the doer, the achiever, the one who recognizes the challenge and does something about it.
— Vince Lombardi

“In 2014, I found myself burdened with $55,000 in credit card debt. The debt was not due to consumer spending – embarrassingly it was due to an unfortunate series of encounters with a con man. Kate was non-judgmental when she helped me make a plan, sticking just to the money task at hand. She went through my expenditures, income and debts more thoroughly then I ever had myself. Plus, it was a surprisingly quick process. She sat down with me to create a plan to be debt free in 3 years, with optional ways to pay it off sooner. 2 years later, I made my final credit card payment and celebrated the huge victory!”

— Lorelei W.


“Working with Kate helped me reframe my relationship with money by showing me that, although money is tangled up in our identities, our past habits don’t have to define us.  She gave me the tools I needed to start looking at my habits, reflecting on the underlying emotions that drove negative patterns, and taking time to celebrate my small successes.  One of my first goals was to have enough disposable income to give regularly to a nonprofit that I love, and after three months, I felt confident enough to set up monthly donations while also saving for a major trip and developing an emergency fund.  For a single mother with a long history of living paycheck to paycheck, the sense of stability I now have–and the forgiveness Kate’s helped me offer to myself when I slip up–is priceless.”

— Emily B.