This Story & Spreadsheet course is all about exploring both your story and financial spreadsheets to prioritize your financial wellness. As part of my mission to make financial wellness more accessible, the course is free to access through December 2026.
Section 1: Story before Spreadsheet
This section features a guided journal experience including 90+ minutes of video content in chapters focusing on different literary terms.
- The videos focus on the journal prompts with my voice guiding the conversation.
- You have the space to pause, reflect, and record your thoughts in the way that works best for your learning preferences.
- My conversational videos are designed to be authentic, coaching-inspired sessions you can experience in the time, space, and pace that works for you and your schedule.
- Craft your journal responses in the format that appeals to your style and return to the videos and journal as needed over the course of a year.
Section 2: Spreadsheet as Story
This section builds on the literary themes as you work through an analysis of your earning and spending dynamics.
- This section features a workbook with a similar chapter layout and literary themes.
- Exercises focus on understanding the story and context behind the earning and spending.
- The workbook discusses approaches to budgeting that feel personally aligned with the story and vision for your life.
Story Session (limited availability and optional add-on)
The course may include information on 1:1 add-on virtual sessions when available.
- This optional session is at an additional cost and ideal for anyone who would like accountability support or to share their growth.
- My 1:1 session bookings are only available for those in the course and on a limited basis.
- This “flipped” coaching design allows for a more focused and personal 1:1 supplemental experience for those looking for a dedicated space to talk through their story.