Hi, I’m Mary Beth.

I used to have anxiety around money until 13 years ago when I learned that you can control it instead of letting it control you.

I’m on a mission to make financial planning fun, educational and accessible. As a CERTIFIED FINANCIAL PLANNER™ I work as a financial coach, writer and speaker to help my clients make smart, well-informed choices with their money. I tackle the subject of finances in an open, honest and encouraging way so that you can actually enjoy and engage with your money in a way that maybe you haven’t before.

Whether you’re a professional or entrepreneurial woman, young couple or family, or military family (or some combination of all of these) – we’re going to work together to help you live an organized and stress-free life around money that gives you the confidence and security you deserve.