Financial Coaching for Life Transitions

guiding you to financial confidence one step at a time

Up until now, you’ve been following a single path, and you’ve been managing okay. But when something in your life changes, whether it’s…

✓ a promotion
✓ a total career transition 
✓ a new business
✓ a new marriage
✓ a new baby

✓ a divorce
✓ caring for aging parents
✓ your kids going off to college
✓ retirement
✓ or something else entirely

— these changes can be a wake-up call that it’s time to take control of your money.

Having greater control over your money and finances can increase your peace of mind, sense of security, and ability to navigate changes with total confidence. While life transitions might feel scary, they can also be exciting. Oftentimes, even tough transitions offer the opportunity to get deeper into alignment with your core values.

What many people need to feel comfortable through this process is a knowledgeable guide who can provide perspective and help you navigate a path full of nuance.

Hi there. I’m Kimberly. 

I’m a financial coach with a passion for helping you find your inner wisdom during life’s inevitable transitions. I have a Master’s in Social Work and over 30 years of professional experience in the financial counseling, education, and coaching field.

And I know without a doubt that you are the expert in your own life. With coaching and accountability, you already have everything you need to take control of your financial future.

You have the ability to navigate the life transitions that come your way, whether it is marriage, divorce, having kids, illness and disabilities, career changes, starting a business or something else. A professional financial coach can help you navigate those transitions with the confidence that you’ll be able to make financial decisions that see you through.

Want to get to know me better?

When we work together, you’ll see just how possible it is to move from financial chaos to personal power.

You’ll build financial confidence, gain strategies and tools, and map a plan to enjoy both today and the future. And I’ll be there to support you every step of the way.

FEATURED IN

Financial Coaching and Consulting

for Individuals and Nonprofit Organizations

My mission is to help people take charge of their money and design their financial situations with intention.

Whether you’re an individual looking for coaching or a nonprofit organization looking for professional development training or program design consulting, Dragonfly Financial Solutions LLC brings high-quality coaching, training, and consulting to the spaces in which we interact. 

When you devote time, money, and effort to improving your relationship with money, you deserve a partner who’s just as invested in your growth. 

Financial coaching can meet you with honor and respect to strengthen your efforts and build self-trust.

DRAGONFLY FINANCIAL SOLUTIONS SERVICES

Personal Financial Coaching

I work with individuals and couples who are ready to take charge of their financial futures through financial coaching.

Over 7 sessions, we’ll work together to help you navigate life’s transitions and challenges with financial confidence.

Professional Training

I train other financial professionals in the techniques and methods I use with my financial coaching clients. 

I can cover a variety of financial topics through different courses and workshops to fit your organization’s needs.

Program Consulting

I provide consulting to organizations offering financial capability and asset-building programs.

We’ll work to ensure your programs serve your community well and equip your staff to be effective financial capability professionals.

  • "Working with Kimberly helped me be more aware of my contribution to my work and my employer and to my field in general. From there I was able to advocate for myself and increase my salary. These sessions helped me realize that I was brave enough to stop avoiding my finances and take concrete steps to plan a better future for myself. It’s psychologically calming to not be in the dark about my financial future."

    - Marianne, financial Coaching client

  • "We have called on Kimberly for a number of consultations related to developing and designing financial capability programs. She is well informed on national research and recent program innovations, and draws from a broad network of colleagues across the country. On bigger projects she is a warm and attentive team member. I recommend her frequently to our partners who want thoughtful jobs delivered efficiently."

    — Margaret Miley, Founding Executive Director, The Midas Collaborative (2002-2016)

  • "I am so appreciative of the supportive coaching that Kimberly has provided. I am clearly in a different place in my thinking and in our finances, and I attribute much of our progress to the work we did together. Kimberly asked great questions, listened actively, and offered wise reflections and direction at the appropriate moments. Her nonjudgmental approach, mixed with patience and lovely sense of humor, are a fabulous counterpoint to her crisp and efficient professionalism. Thanks again for everything; Kimberly’s future clients don't yet know how lucky they will be."

    — William, financial Coaching Client

  • "Kimberly brings extensive knowledge and experience combined with an engaging and friendly-yet-professional manner to group meetings and to 1:1 interactions with participants. She creates a welcoming, non-judgmental atmosphere where participants feel safe sharing their financial stories and encouraging each other to meet their savings goals. I highly recommend her services!"

    — Sheila Cuddy, Executive Director, Quaboag Valley CDC

  • "I have gotten so much more information than expected. Each question was answered thoroughly and I appreciate this instructor's attentiveness! Kimberly was amazing!"

    — Stacey, Homebuying 101 student

  • "Kimberly is very knowledgeable and engaging. She provides wonderful additional readings and resources to use going forward."

    — Financial Skills Professional Development training participant

  • "Dragonfly Financial Solutions LLC not only trained our participants but also provided important guidance and curriculum modifications. Dragonfly added asset training modules and tailored the curriculum to meet our evolving needs. Kimberly also met regularly with our coordinator and was invaluable with suggestions on administering the program and always, always putting the needs of the students and the program first. We owe her a debt of gratitude."

    - Carol Zins, Coordinator, Quaboag Valley CDC

  • "Kimberly was fantastic - incredibly engaged, energetic, passionate and gave each question her full attention and consideration."

    — Homebuying 101 Student

CERTIFIED BY

Not quite ready to make the leap? 

That’s okay. I’d love to invite you to do some self-study as you consider your next steps. 

Pop over to my blog to explore more of what it means to work on your financial mindset and build financial confidence.

Are you a membership organization, nonprofit intermediary, or community-based organization?

Learn about my B2B programs for professional training and program consulting.