When people first meet me, they often ask how I ended up as a financial coach. The truth is, my journey started behind the scenes. I spent years building and improving personal finance apps like Personal Capital (now called Empower). These are the tools millions of people use every day to track their spending, savings, and investments.
But I kept noticing something: even with the best apps in the world, many people still felt stuck. They knew how to link their accounts and view their charts, but they didn’t always know how to use that information to improve their day-to-day life. That’s where coaching comes in.
Tech Can Show You the Numbers 📊… But It Can’t Tell You What They Mean For You
Apps like Monarch Money, Empower, Mint (rip), and YNAB are fantastic tools. I’ve worked on the product side of them, so I know the features inside and out. But your money is personal. No app can fully understand your goals, your challenges, or your life priorities.
That’s why I shifted from product management to financial coaching. Now I help real people figure out how to make these tools work for them. Whether that means setting up a debt payoff plan, automating savings for a trip to Italy, or building confidence to start investing, we take the numbers and turn them into actions that feel doable.
A Coach + An App = Your Money’s Superpower 💪
When you combine technology with personal guidance, that’s where the magic happens. The app tracks your spending. I help you figure out why you’re spending the way you are and how to align it with your bigger goals.
Some ways I help people use money apps better:
- Setting up smart categories that reflect their real life
- Creating savings buckets for the things that matter most
- Making sense of personal finance dashboards without the jargon
- Building monthly habits that stick
Let’s Build a Plan That’s Actually Yours
If you’ve ever felt like your app was giving you data but no direction, I get it. I’ve been there. And now, I help people move from confusion to clarity.
Want to finally feel in control of your money? Let’s chat. We’ll start where you are, use the tools you already have, and build a plan that fits your life. No confusing spreadsheets. No shame. Just progress.
Your Money Mark 