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 Finance Coaching

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

Over 5 sessions, we’ll work together to help you navigate life’s transitions and challenges with financial confidence.

Professional Training

I train financial capability 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 ensure your programs serve your community well and equip your staff to be effective financial professionals.