Make the most of your money.
At SimpliFI Consulting, we offer financial coaching to help you reach your money goals, reimagine your life's path, and build the life you love.
You’re capable of incredible change.
At SimpliFI Consulting, we can help you feel in control of your financial and personal wellbeing. Through customized coaching services, we empower our clients to build effective tools for change in their lives. If you’re in search of an accountability partner to help you manage your money in ways that work for you, reach out today.
Hey, I'm Steph!
I founded SimpliFI Consulting, LLC in 2021 to ensure that people like YOU feel in control of their financial and personal wellbeing. With a background of employment coaching, working with folks facing incredible obstacles, and over a decade of assisting clients with budgeting and putting in place healthy habits, this has become the perfect fit for my skills. I’d love to work with you to create the life you want.
I’m especially interested in working with people from diverse backgrounds, recognizing that our systems of capital have historically disadvantaged people of color, LGBTQ+ people, non-native English speakers, and other marginalized populations. I offer flexible pricing models, virtual meetings, and easy scheduling.
For a FREE half-hour consultation, fill out this short form and I’ll be in touch.
What you're saying about our financial coaching services:
Stephanie’s work is truly about empowering you to take control of your money and use it as a tool to work for you. She helped me change my view of finances, pay down debt, and build up investments. Before we started working together I assumed I’d never retire, dreaded my monthly bills, and felt guilty every time I pulled out my credit card. Now I make interest work for me, spend with confidence, and have found ways to budget not just for retirement, but invest and save for vacations.”
—Jeremy V.
I worked with SimpliFi for 6+ months and highly recommend! I thought putting a part of my paycheck into my bank savings was the best I could be doing. I had always considered investments and brokerage accounts were for the savvy Wall Street folks. I felt intimidated by all of it! Working with Steph was the perfect solution. We started with the basics of my budget and future life goals. We then tackled the “intimidating” stuff, except she broke it down and in a manageable way. It really is a uniquely tailored plan.”
—Jackie G.
Are you ready to take control of your money and your life?
Free Financial Coaching Resources:
Learn more about our process and gain free tools with these articles on our blog. We hope you find these resources helpful! When you’re ready to get started with a free 30-minute consultation about YOUR money goals, just reach out.
Money, What’s Your Relationship Status?
Are you in a healthy relationship with your money?
Whether that relationship is positive or negative, I’ve got good news for you: improving your relationship with money doesn’t have to be incredibly complex. You can make huge strides in just a few hours a month!
Outcomes and Incomes
Are your spending habits getting you where you want to be? Seeing clients progress towards their goals is why I do what I do!
That’s what it’s all about. My work with each client is tailored to your goals–where you are now, and where you want to be. Ready to get started?
Now Accepting New Clients!
Ready to chart a new course when it comes to money?
We’ll help you to dream bigger, achieve your goals, and build the life that you want for yourself. Our services will help you to build the framework and form the habits that will get you there.