Whether you are an individual or a couple,
I can help you transform your inner relationship
with money so you can have less anxiety,
happier relationships and take action to
achieve your long term goals

Using financial therapy tools, I can help you get to the heart of your money issues to achieve your goals.

Every situation is unique and each session will be customized for you. Once we determine the instinctive way you take action (via the Kolbe A ® test), your financial situation and your financial goals, I will coach you to figure out your next steps to achieve those milestones.

80% of the time when people decide they want to make a financial decision, they get overwhelmed and don’t actually execute their goals. 90% of financial decisions are emotional. If you are not clear on your financial goals or are not taking action to achieve them on your own, I can help. Our sessions topics may include:

  • Setting Financial Goals & Strategy
    • Define your Intentions & Goals
    • Money Policy and Implementing Goals
    • Monitoring & Adjusting Goals
  • Money Insight
    • Values Assessment
    • Vision for your future
    • Money Scripts Inventory (what you tell yourself subconsciously about money)
    • Money Biography 
    • Genogram: creating your family tree around money to understand what influences your ancestors had on your relationship with money and how it is affecting your financial decisions today
  • Setting up your spending plan and money policies to build assets
  • Strategizing to get out (and stay out) of debt
  • Addressing emotional issues like shame or guilt around money or debt, and identifying and addressing emotional triggers that lead to overspending, so you can achieve your goals
  • Coaching around Estate Planning issues, for you and/or other family members
  • Refinancing your home

With my listening skills, experience, and guidance, we’ll figure out your next steps so you can define and achieve your goals. Together we can address anything you do not feel up to doing alone. Our sessions will be a guilt-free space to talk about money.

Testimonials

After working with Elana, I feel transformed. Before working with her, I felt out of control of my spending and I dreaded reconciling my income and expenses at the end of each month. Now, I feel confident and empowered in my approach to money. Our live sessions and my homework–plus the feeling that she has been right along with me as I grow–have given me the insights and self-assurance I need to reach my short and long term goals. Thank you, Elana!
- Catherine
I worked with Elana for over a year. Our time together proved to be deeply transforming and uplifting to my life. During our time together, I unraveled and healed the unhealthy and unproductive relationships I had developed in relation to money. Because of that, I now live in greater balance, security, and joy in all facets of my life.
- Collin
Elana has completely changed how I look at my finances as a young professional in my 20s. Before working with Elana, I was overwhelmed by the prospect of designing my budget, spending, and savings in the "right way." After working with Elana, I feel empowered in the financial decisions I'm making and have an understanding of what the "right way" for me is. With Elana's help, I've examined my psychological relationship with money - from how money was discussed in my family as a child, to the correlation between money and my life values, to what I want to save for and how I want to spend. Elana has also supported me in strengthening my financial literacy - explaining how different types of tools, accounts, and choices will have varying financial results for me now and in the future. Elana is talented at what she does. I especially appreciate how she's tailored our sessions to fit my personality and working style. She is also incredibly compassionate and genuinely cares about my relationship between my emotional and financial well-being. I know that as I move through different financial stages of life, she'll be the first person I call to consult.
-Cassidy
Elana has a gentle nature that makes me feel like I can talk about my personal financial situation and not feel embarrassed, under a microscope, nor judged. Elana helped me find a way to approach how I treat money. I never thought of money as a relationship (including how I treat it) until working with Elana. Since working with Elana my relationship with money is more open and money is like a person, respected, treated well, and I am honest about it. I am working on my relationship with money and it has helped me to say “No” to certain expenses. That is a big jump since I was raised as an enabler, and I want to please. Elana is a ray of sunshine in my life.
-Alison
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