Money Roots Intensive (MRI)

No more guessing about your money or your possibilities. Get complete clarity on where you are and what's actually possible—in just 2 sessions.

The Money Roots Intensive is perfect for you if:

You're making good money but have no idea where it's all going
You want to leave your job/start a business but don't know if you can afford it
You've been avoiding your money for months (or years) and need help facing it
Financial stress is keeping you stuck in a life you've outgrown

What you get:

A thorough financial audit to see what your life truly costs on a monthly basis. I have yet to meet a client who actually knows, and it makes all the difference.
Explore different scenarios together—from debt payoff timelines to spending adjustments to income opportunities
Next steps for creating a framework and habits to translate your plans into reality

This intensive includes two power-packed 1:1 sessions, behind-the-scenes work where I organize your numbers, compare spending to income, and map out scenarios, plus an outline of your recommended next steps and habits.

$597

(One-time purchase)

Get the Intensive
This is the same work that helped me leave corporate three times, travel, and build a creative life on my terms. Now I help others do the same.

What happy clients say:

Meet some of the amazing people I've been privileged to help with their money and their meaningful lives.

Lauren

Working with Emily completely changed my mentality toward money. She helped me shift my mindset from avoidance and feeling overwhelmed stuck in old habits to a confident planner. I felt so comfortable bringing everything to the table for her to start from exactly where I was and ask all the questions I had and run through various scenarios where previously I would've given up trying. Emily is the best mentor.

Jessica

I’m so glad I asked for help! Emily made the process easy and simple. The way I approach my money and my future has changed completely!

Kim

I’m so glad I found Emily.  I now feel hopeful and more confident with making my money choices.  Working with Emily is like having a best friend who’s a money master!

Margie

I can honestly say I feel in control of my money now and know where it is going while getting out of debt. Thank you for giving me the freedom and confidence I have been wanting. I now also love budgeting! I can't recommend Emily enough. 10/10!!!

Alyssa

Emily has an empathetic approach that makes everyone feel welcome and equipped to do hard things. She helped me take control of my money, which I had been putting off for years, but I now feel empowered and like a real “adult” when it comes to my budget.

Frequently Asked Questions

How long does this take?

One you purchase, we meet for the first time between 5 and 15 days later—want to strike while the iron's hot, you know! At that first meeting, we schedule our second session, ideally held ~one week later. The point is to get you clarity and a plan you love ASAP so you can actually start making that exciting plan happen. No more waiting!

For those who don't even want to wait 5 days, you are welcome to reach out after purchase to see if we can arrange something sooner.

What if I'm not sure I'm ready?

If you're willing to look at your money honestly (even if it's scary), you're ready. This intensive is designed to be compassionate and judgment-free; clients find it a huge relief to get a warm, external perspective and ideas on their cash-flow and money/life possibilities.

What happens after the MRI?

You'll have everything you need to move forward on your own. If you want ongoing support and accountability and we're a great fit, you're eligible to continue with my 1:1 coaching program. This is where we get to do exciting work around mindset, money and life habits, accountability, and making your dreams oh-so possible.

What if my situation is really complicated?

That's okay, and will be an exciting opportunity to help you untangle it! If it's felt complicated for you for a long time, you'll love having some compassionate help and fresh eyes. The MRI is designed to handle complexity and give you clarity no matter where you're starting from.

Do we set up a budget/are these budgeting sessions?

Think of the MRI as creating the critical blueprint for your budget. We look at your spending together, figure out what you want your money to do, and map paths to your goals. I'll give you next steps for habits and tools to help you organize your spending according to your plan. But the actual data entry and tool setup is on you.

Our time together is for the strategic work—the seeing, the planning, the really important "do I like the life I'm buying?" conversations.

What if I just want to coach with you?

I hear you, and thank you! The MRI is actually how all my coaching relationships start. It gives us both eyes on your actual situation lets you experience my approach before committing to months together. After the MRI, if ongoing coaching makes sense, we can discuss next steps.

Maybe you feel stuck in a “comfortable” life. Maybe you want to create financial runway for your dreams or a buffer between you and job loss. Maybe you just want to feel more confident in your spending decisions.

Even though I do help clients with more than money, most of my work with individuals starts with money. It (money and our relationship to it and interactions with it) has this sneaky way of affecting everything else. The Money Roots Intensive is the perfect place to start for most clients.
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As an author (Dear Fellow Spender and Dear Fellow Dreamer) who's really lived this stuff, it's my privilege to help you create clarity and purpose in your cash flow so you like the life you're buying, and can create options for change.

Ready to get empowered and see your possibilities?

The Money Roots Intensive is the place to start. Clarity and purpose are found in seeing, organizing, and planning your spending for the life you really want to be living.

$597
Get the Intensive

(One-time purchase)