In the beginning…

Formation Session - the first step to Money Evolution

  • You have a life filled with things you love but you can’t focus on it because of your money problems.

  • You make good money, but you don’t know where it all goes.

  • You try to keep track but it’s all so overwhelming.

  • You have debt you need to pay down and it keeps you from saving.

  • You know you need help, but you don’t know where to begin.

If you could relate to any of the statements above, you have come to the right place. You deserve a life of freedom from money troubles. Likely, you weren’t taught about these things growing up or in school. It’s okay - most people weren’t. The good news is: it’s never to late to start.

In the Formation session, Casey will first get to understand you and what made you schedule an appointment - what is causing you the most stress or pain. She will walk you through a different way to budget, pay bills, and save than you’ve probably seen before. She will review your current expenses and help you identify areas where you might be able to cut back. Ultimately, this stand alone session is all about relieving your most immediate stress.

You will leave the session with a better idea of what’s happening in your checking account and with an action plan to start making changes in your life.

For some people, this one session is all the help they need. Other people want and need more extensive accountability and continued coaching. Either way, Casey wants to help you achieve the goals you set for yourself.

If you are ready to schedule your two-hour Formation session, click here.

OR If you want to learn more before scheduling, click here to schedule a 30-minute Q&A session. Either way, taking action is the best way to help yourself evolve into a more financially confident human!


The best time to plant a tree is 20 years ago. The second best time is now.

-chinese proverb


The Formation Session at a glance:

  • A conversation about what’s causing you pain and stress

  • A review of your current income and expenses

  • A different approach to budgeting based on when you get paid

  • A bucketing savings strategy for life’s unexpected expenses

  • A new way to think about paying your bills

  • A plan to attack your stress

  • A stand alone, two hour session for $395

  • A sense of relief for your number one money problem

  • A judgement free and safe space with someone who has been there and understands how you feel