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The reality is that 78% of people are living paycheck to paycheck. I'm sure as a nonprofit who works with individuals facing crisis, homelessness, bankruptcy, and more, this isn't a surprise to you. However, there is hope. I know that what you do is provide hope, resources and support to those in need or are facing a hardship in life. Because of this we have a passion for the nonprofit world and want to support you and the clients you serve. 

We work with nonprofits to bring financial wellness to your clients and give them hope that things don't have to stay this way. We know that the best way to move forward in life is for those you serve to have a solid understanding and application to personal finances. Sadly, the reality is that those who are seeking a new life or fresh start will not be successful if their finances are not in order. But we can change that together!


We love working with all nonprofits, however we have a strong calling to work with nonprofits that focus on: 

  • Women

  • Military & Veterans

  • Teens & Young Adults

  • Single Moms

  • Mental Health & Addiction

  • Victims of Sex Trafficking or Domestic Violence

In our mission to partner with nonprofits who are changing the world, we are happy to assist in grant writing or fundraising in order to raise the funds necessary to bring this critical skill to those you serve. We also can work together to create a customized plan that works for your needs and your budget.



Create the sense of community that encourages support & accountability.


Offer one or multiple financial workshops on topics of your choice.


Get a customized approach for clients to make sure they get the exact help they need.


Support Group

Group coaching is a great way to build a trusted community of people to go through finances together. This can be great to provide support, encouragement and accountability. In fact, according to statistics, having someone or a group to be accountable to increases people's success by 95%! Group coaching could be a great fit for your clients if you have healthy and trusting culture, and a family like environment. 

Group coaching is completely customized to your organization's needs and budget. That means the topics, number of group meetings, length of meetings and timeframe is all customized to fit the needs of your clients. We are happy to provide examples and structure that works if this is something you would like to offer. Group coaching can be done in-person or virtually.


Benefits of group coaching:

  • Increase success rate

  • Create a tight-knit community of those in similar situations or backgrounds

  • Provides accountability and support

  • Work through situations together as a team

  • Increase presentation, public speaking & communication skills

  • Improve interpersonal support skills: listening, coaching, questioning, and feedback

  • Develop emotional Intelligence

  • Inspire creative thinking

*For group coaching to work, we do recommend groups smaller than 10, and a minimum of at least 6 sessions.



People During Workshop

Workshops are a great way to try out financial or career coaching for your organization. It gives you an affordable way to bring financial literacy to your cllients, or prepare them for the workplace without a long term commitment. Workshops tend to be interactive and can be as short as an hour to a half-day workshop. They can be offered once, multiple times, or on-going depending on your needs. They can also allow for a loarge group of people and can be done virtually as well.

Workshops aren't as customizable as group coaching or one-on-one coaching is, at least not with lesson plans. We have workshops on-demand that can be chosen based on where you feel the most need is for your clients. We can also build in other areas of coaching with our workshops. So if you wanted to have an Overview of Financial Planning and then have them join a group coaching maximize their budget then you could! Or perhaps you have on-going Resumes 101 workshops and then it feeds into a one-on-one resume review & critique!

Some of our financial workshop topics are:

  • Overview of Financial Wellness

  • Budgeting 101

  • Managing & Cutting Expenses (awesome ways to save!)

  • How to Become Debt Free!

  • Preparing for Emergencies (40% of Americans can't even cover a $400 emergency)

  • All Things Home (buying & selling, paying off your house early, etc.)

  • Preparing for the Future: Maximize Your Companies 401k & Other Investments

  • College Planning

Some of our career workshop topics are:

  • Resumes 101

  • How to Rock the Interview

  • Professionalism in the Workplace

  • Become a Networking Pro!

  • Finding Your Purpose

*Career Coaching is only available in a workshop format. For more information, please schedule a discovery call!



Math Homework

One-on-one coaching is a great option if you have clients who may need more customized, hands-on time with a coach to talk through their specific financial situation. In this format we meet with the individual for one hour a month or week (depending on your needs). In these sessions we dive deeper into what is keeping them up at night and create a custom plan that meets them right where they are and helps them achieve their financial goals. We typically start a one-on-one coaching relationship out by getting to know more about the client's situation, their financial goals and what their stressors are. We then dive into what is currently holding them back and how to overcome that struggle.

This is a great benefit on its own, or lumped together with our group coaching or workshops. Some like to have financial workshops and then add one-on-one coaching for each client, this is completely up to you what works best! In this format everything is customized and flexible and includes everything the employee needs to be successful!

Our one-on-one clients have:

  • Paid off an average of $15,000+ of debt in six months

  • Created their first budget and found their why to stick to it

  • Gave themselves a raise of at least $200 a month

  • Been able to be at peace with their finances

  • Changed their family tree

  • And more!

Benefits of one-on-one clients include:

  • Completely customized to individual's needs

  • Establish and act toward achieving goals

  • Increased level of engagement

  • Safe Place to gain perspective

  • Deeper level of learning

  • Build personal awareness

  • Master your money mindset

About Our Coach

Traci is a Ramsey Solutions Preferred Master Financial Coach through the Dave Ramsey group. However, her experience with finances started years ago when she was a single mom trying to make ends meet. 

She ended up losing government benefits after buying her first home forcing her to pick up two more jobs outside of her existing part-time job, all while in school full-time. It was beyond a challenging time and she ended up doing all the things that you shouldn't do with your finances, maxing out credit cards, refinancing her car and eventually her home. 

It didn't look like there was an end in sight until she went to a conference and heard Dave Ramsey speak. For those who don't know, Dave Ramsey is a finance guru who started in a rough predicament as well, declaring bankruptcy and losing almost everything. 

After she heard what he offered she jumped in feet first, and there was no looking back. Since this time she has gotten married and paid off a whopping $40,000 of debt and still going with student loans still remaining.

She now uses this experience and her financial knowledge to help others. She has a passion to help other single moms and women as well as service members, and teens learn to control their money, get out of debt and live in financial freedom to experience the beauty of life without the weight of debt and financial struggles.

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