Hi there. I’m Kimberly.
Your financial coach and guide as you encounter life transitions.
I’m living my best life when my finances align with my values. And this is what I want for you. As a financial coach with over 30 years of professional experience, my passion lies in helping you deepen your knowledge, develop your money skills, and become confident in your relationship with your finances.
Taking ownership of your finances can feel scary and overwhelming.
What if you make a mistake?
What if you find out you’ve already made mistakes?
What if it’s all too confusing for you to handle?
My job is to help you overcome the fear and show you everything you need to know so you can finally step into your power.
I’ve been where you are.
In 2006, I experienced a challenging life transition with the birth of my first child.
I had spent the past 10 years building my career as a nonprofit professional — something I loved and was proud of.
But suddenly my priorities changed, and I needed more flexibility to invest time into my family.
The financial implications of leaving my career felt impossible to navigate.
For a while there, I had no idea what we were going to do.
But with some planning, education, and a belief that things could get better, I found the confidence to move forward.
Ultimately, the right path for me was to go into business for myself, giving me both the income and schedule flexibility that I needed.
Since 2007, I’ve been providing financial coaching, training, and consulting to both individuals and nonprofit organizations, growing my business year by year.
Too often, I’ve seen people working hard year after year to build the life they want.
But for one reason or another, they’re not making the progress they need to. My superpower is bringing clarity to complex personal finance topics and inspiring folks (like you!) to do great things with their money and their lives.
As one training participant put it, “90 minutes with Kimberly left me wanting more at the end of each session, rather than thinking — when will this be over!”
If this resonates with you, I would love to invite you to book a free 15-minute call with me.
(And if you want to connect with me on a personal level, ask me why I’m so passionate about ice skating!)
WHY THE NAME DRAGONFLY?
The Dragonfly represents…
Character: Developing your emotional maturity and inner knowledge
Poise: The confidence that you gain through life’s experiences
Clarity: Your knowledge of the certainties of life that come with the passage of time
Presence: Living for today and fully accepting what life has to offer you
Vision: The realization that life is bigger than yourself