Create wealth with clarity and purpose.

Every journey has a turning point.

This is yours.

Just like a watershed moment reshapes the course of a river, your financial turning point has the power to transform your life. 

I bring a unique approach, blending financial expertise with an intuitive understanding of life’s interconnectedness. I believe your relationship with money is the key to unlocking holistic life satisfaction. This integrated service connects everything—business bookkeeping, personal finances, and individual money beliefs. By releasing fear, confusion, and frustration, and embracing clarity and intention, you’ll chart a course toward peace, fulfillment, and security—not just financially, but in every area of your life.

Book a free consultation

Explore your goals, identify challenges, and get a glimpse of the potential awaiting within you. It's a risk-free way to start your personalized financial exploration.

What will be Your Watershed Moment?

Financial Coaching

Together, we’ll create a personalized action plan that gives you immediate clarity and actionable steps to move forward. Through consistent coaching, we address the patterns, habits, and beliefs holding you back while building a strong financial foundation to support your vision for the future.

  • Review your current financial situation, identify pain points, and uncover opportunities for growth.

  • Clarify what’s important so that you can create your short-term and long-term financial goals and build a roadmap for success.

Bookkeeping Services

Bookkeeping with Your Watershed Moment is designed to bring clarity and ease to your financial systems. Here’s how the process flows:

  • When it comes to your company’s financial records, we uncover your biggest challenges, identify immediate opportunities, and create a plan to align your money with your goals.

  • Perfect for catching up on bookkeeping or tackling financial disarray. This service ensures your records are pristine, setting a solid foundation for the year ahead.

  • With consistent, detailed tracking and categorization, we manage your books so you can focus on growing your business.

  • We go beyond the surface, integrating strategic planning by reviewing financial reports and identifying opportunities that align with your business goals.

Self-Guided Resources

Combining self-discovery and strategic planning, these tools help you can take meaningful steps toward transforming your money mindset and building the confidence to achieve your goals, all at your own pace.

  • Through a comprehensive exploration of your financial well-being, we will co-create an empowering financial narrative to ensure your future is better than your past.