Cortney Kaveh

Long before becoming a financial coach in April 2020, I counseled friends and family with their finances as my husband and I were working to pay off $145,000 of debt. But make no mistake, I was a free spirited spender before getting serious about my financial future. I can relate to those who have no idea where their money is going, mostly not worrying about it, then they have their "oh crap" moment: something's got to change. I realized there is an opportunity cost to inaction, and I understand how intimidating it can feel to get started.

I specialize in working with small business owners and couples, especially those who have ADHD/focus-related struggles.

I help self-employed people take home more money from their businesses, which then accelerates their personal financial goals. The key is effectively managing variable income, and creating consistency with something that can largely fluctuate.

I also love working with married & engaged couples because I truly believe that money can be an energizing force in your relationship. It doesn't need to be a source of tension, and there IS a better way. We work on communication and teamwork surrounding money-related tension.

I believe in a holistic approach to money management. You may come to me for budget coaching, but I care about your ability to create and sustain change long term. We look at not only your YNAB, but your habits and behaviors in many areas of your finances. If you are looking to become intentional, thoughtful, and proactive with your money, I'm your coach! I will help you to dream, and how to plan financially to make  those dreams come to life.