Build Financial Confidence
Month After Month
Grow your knowledge, strengthen your habits, and stay accountable with bi-weekly coaching and monthly challenges. Whether you’re focusing on your personal finances, business finances, or both.
Managing your money feels harder than it should…
You work hard. You earn good money. And yet, managing it all still feels overwhelming.
You’ve tried budgets, spreadsheets, tips, and “starting fresh” more times than you can count, but consistency never seems to stick.
It’s not because you’re irresponsible or bad with money.
It’s because you’ve been trying to figure it out alone, without structure, support, or a clear plan that fits your real life and/or business.
And that gets tiring.
Do you ever feel like...
Even when things look “fine” from the outside, managing your money still feels heavy inside.
- You know what you should be doing, but staying consistent is the hardest part
- You feel behind...even though you’re trying
- You’re tired of starting over every few months
If any of this feels familiar, it’s not a discipline problem. It’s a support problem.
You need structure, accountability, and a space that helps you stay consistent, without shame or overwhelm.
Your money can support your life, not run it.
Whether you’re managing your personal finances, running a business, or juggling both, money shouldn’t feel like a constant source of stress. With the right structure and support, it is possible to feel organized, in control, and at peace with your money, without sacrificing your goals or your joy.
This isn’t about doing more or trying harder.
It’s about having a supportive system that meets you where you are and grows with you. Inside this community, you’ll gain clarity, build confidence, and develop habits that last. So your money works for you, not the other way around.
Why mindfulness matters with money
Mindfulness isn’t about doing more or being perfect. It’s about being present, intentional, and aware of how you manage your money. When you slow down and approach your finances with clarity and purpose, you make better decisions, build stronger habits, and feel more confident over time.
In this community, mindfulness shows up through structure, support, and simple systems that help you stay engaged; not overwhelmed.
Actionable Lessons
Supportive Community
Clear Next Steps
Encouragement & Connection
Just imagine what your life would be like if...
- You felt calm and confident when checking your bank accounts.
- You made financial decisions without second-guessing yourself.
- Your personal and/or business money felt organized and intentional.
- You had a clear plan and the support to follow through.
- Money felt like a tool supporting your life, not a source of stress.
MEMBERSHP
Wisdom & Wealth Community
The Wisdom & Wealth Community is a supportive, structured space designed to help you build confidence and consistency with your money. Whether your focus is personal finances, business finances, or both.
Inside the community, you’ll experience:
- Bi-Weekly guided sessions that focus on real-life money decisions
- Monthly challenges that help you apply what you’re learning
- Tools, resources, and replays to support you at every stage
This is a space where progress is realistic, sustainable, and supported — not rushed or overwhelming.
Clear Direction & Guidance
You’ll always know what to focus on next, with simple steps that remove guesswork and reduce overwhelm.
Connection & Accountability
You’ll be surrounded by people working toward similar goals, so you’re never navigating your money journey alone.
What Our Monthly Schedule Looks Like
All sessions take place on Tuesdays at 7:00 PM EST
Each session is 60 minutes and follows a consistent rhythm so you always know what to expect.
Week 1
Personal Finance Planning Session
Week 1 is all about clarity and intention for your personal finances.
This session sets the tone for the month and helps you get focused on what matters most in your personal money.
- Set realistic monthly personal finance goals
- Review and introduce the monthly challenge
- Learn why this focus matters and how it supports long-term progress
You’ll leave this session knowing exactly what you’re working toward and how the month will unfold.
Week 2
Business Finance Planning Session
Week 2 is all about clarity and intention for your business finances.
This session is designed to help business owners create clarity and direction with their business money for the month.
- Set monthly business finance goals
- Review the business-focused challenge or challenge application
- Learn why this area is critical for growth and stability
This is where strategy meets intention, so you’re not guessing with your business finances.
Week 3
Personal Finance Working Session
Week 3 is about action and follow-through for your personal finances.
This is a working session where we slow down, check in, and make real progress together.
- Review how the month is going so far
- Talk through wins, challenges, and lessons learned
- Dedicated time to work on your personal finances during the session
You’re not just learning...you’re doing, with support.
Week 4
Business Finance Working Session
Week 4 is the action-focused business finance session.
This session is designed to help business owners apply what they’ve learned and strengthen their financial habits.
- Review business progress for the month.Â
- Discuss what’s working and what needs adjusting
- Dedicated working time to take action on your business finances
You’ll walk away with momentum and clarity heading into the next month.
Hi, I'm Coach D!
I’m a financial coach who believes money management should feel supportive, realistic, and sustainable. Not stressful, confusing, or overwhelming.
I work with professionals and business owners who earn money but still feel unsure about it. People who’ve tried budgeting, taken classes, downloaded templates, and told themselves “this is the month I’ll stick with it” only to feel frustrated when consistency didn’t last.
What I’ve learned over the years is this:
Most people don’t struggle with money because they lack knowledge.
They struggle because they lack structure, support, and accountability.
That’s why I created the Wisdom & Wealth Community.
This community isn’t about quick wins or perfection. It’s about building confidence over time. Through clear guidance, intentional routines, and a supportive space where progress actually sticks. Whether you’re focused on personal finances, business finances, or both, my goal is to help you feel capable, calm, and confident with your money.
You don’t have to figure this out alone and you don’t have to do everything at once.
We take it one month, one focus, and one step at a time.
If you’re ready for a different way to approach your money, one that feels aligned with your life and your goals...you’re in the right place.
READY TO ENHANCE YOUR FINANCES?
Join the Wisdom & Wealth Community Waitlist
If you’re ready for clarity, consistency, and support with your money, whether personal finances, business finances, or both, add your name below.
Waitlist members will receive first access, important updates, and next steps before enrollment opens..
A Few Things You Might Be Wondering…
How do I get started once I join?
Every member begins with a monthly orientation, held on the first Sunday of the month (always the Sunday before the first official session). Orientation walks you through how the community works, how to access sessions and resources, and how to get the most out of your membership.
What if I join after the month has already started?
No problem at all. As soon as you join, you’ll immediately see the current month’s calendar, including upcoming sessions, replays, and resources. You can jump in right where the community is and still make meaningful progress.
What happens during orientation?
Orientation is designed to help you feel confident and settled, not overwhelmed. We’ll review the community structure, explain the monthly rhythm, answer common questions, and help you understand how to participate based on your membership choice (personal finances, business finances, or both).
How do I know which sessions apply to me?
Your membership choice determines which weeks you attend:
- Personal Finances members attend Weeks 1 and 3
- Business Finances members attend Weeks 2 and 4
- Both members attend all sessions
The monthly calendar makes this easy to follow at a glance.
What if I can’t attend a live session?
All sessions are recorded and available in the community portal. While live participation is encouraged, you can still benefit fully by watching replays and using the tools provided.
Do I need to have everything figured out before joining?
Not at all. This community is designed for people who want clarity, consistency, and support. Not people who already have it all together. You’re welcome exactly as you are.