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You’re Successful in Your Finance Career… But You Want More Sustainable Ways of Working

If you know you can’t keep working like this, but you don’t know where to start - let’s talk about it.

You’re capable.
You’re delivering.
You’re trusted.

But the way you’re working?

It’s taking more out of you than you want it to.

Coaching starts with a conversation.

Image of a coach for finance professionals. Book a coaching consultation - the next step to hiring a coach

What This Consultation Call Is

This is a focused 45-minute conversation to understand what’s actually creating the pressure you’re feeling... and to determine whether 1:1 coaching is the right next step for you.

This is not a vague “discovery” conversation.

It’s a clarity and direction call.

If coaching together isn't the right fit, I'll tell you. But the call will be valuable either way.

ON THIS CALL, WE WILL:

Identify what feels misaligned in your current way of working

Separate inherited expectations from intentional ones

Clarify what success actually means to you right now

Determine whether my support and a coaching engagement makes sense

You know it's time to book a consultation call when:

You’re carrying more than you should

You’ve outgrown old definitions of success

You’re succeeding… but it doesn’t feel sustainable

You keep telling yourself, “Once this quarter is over, it will get better”

You know something needs to shift, but you can’t quite describe it

That’s rarely a capability problem.

It’s usually a pattern and way-of-working problem.

And that’s exactly what we address on this call.

What You'll Leave The Call With

(Even If We Don't Work Together):

A clearer understanding of what’s really driving your overwhelm

Language for what feels “off”

A sense of what would need to change for work to feel sustainable

Relief that nothing has gone wrong

You likely don’t have a workload problem.

It’s usually an alignment problem — misalignment between how you’re working and what you actually want.

When success hasn’t been consciously defined, you default to old expectations and inherited ways of working.

That’s when work starts to feel harder than it needs to.

What this call is not:

A high pressure sales call

A test you need to prepare for

A commitment to coaching

A conversation where you have to have everything figured out

This is simply a space to step back, talk honestly about what's going on, and explore what may need to change

This Call Is For You If:

You’re ambitious and care about doing excellent work

You also care about your life outside of work

You’re open to examining how you think and how you work

You’re seriously considering 1:1 coaching

It’s Not For You If:

You’re looking for quick productivity hacks

You want to fix things without looking at yourself or your own leadership

You’re not ready to consider working differently

There’s no pressure here.

But there is intention.

How Does Coaching Work if I am Interested?

If it's a fit,

I will outline what working together would look like what working together would look like.

I work with clients in 6 month 1:1 engagements focused on:

Defining success right now

Designing ways of working that support it

Strengthening your ability to lead - at work and beyond

By the end, you don't just understand what needs to change.

You're working differently.

And work just feels better.

And you have more space and energy for the rest of your life too.

Frequently Asked Questions

Here are a few common questions you may have before booking a consultation call:

What if I don’t know exactly what I need yet?

Many people come to the consultation call and to coaching knowing more about what isn’t working than what they want instead. That’s okay. Coaching helps create clarity — you do not need to arrive with everything figured out before reaching out.

Is your coaching only about work?

No. While many clients initially reach out because work feels harder than it should or no longer feels sustainable, coaching often expands into broader conversations about priorities, energy, relationships, identity, and how work fits into the rest of your life.

Can coaching help if my job or workload isn’t changing?

Absolutely. External pressures, deadlines, and demanding seasons are real — especially when balancing both work and life responsibilities. Coaching is about helping you assess how you’re operating within your current circumstances and creating more sustainable ways of leading yourself and others, both at work and outside of work.

Do I need to be burned out to benefit from coaching?

Not at all. Most of my clients are still performing well professionally when they reach out. They’re capable, ambitious, and successful — but increasingly aware that the way they’re working is taking more out of them than they want it to. Coaching helps create more sustainable ways of working before things reach a breaking point.

What time commitment is required for coaching?

Most clients meet with me virtually for one hour either weekly or every other week during our 6-month engagement, depending on the level of support we decide would be most beneficial.

This is where we do the real work together — stepping back, thinking clearly, identifying patterns, exploring possibilities and creating more intentional ways of working and leading.

Outside of coaching, the goal isn’t to create more pressure or another overwhelming to-do list. It’s to thoughtfully practice and apply what we discuss in a way that fits your real life.

You Don’t Need Clarity Before You Book

You are likely very clear on what you don’t want anymore — and that’s enough to begin.

The process creates the clarity. And this is the first step.

If you see yourself in this, let's talk.

You don’t need more time or more information.

You need space to step back and think clearly about what's going on.

And you need a structured conversation that helps you see what you can do about it.

Still Have a Question?

If you’re unsure whether a consultation call is the right next step...

or you’d prefer to start with a conversation over email...

you can contact me here:

Send Me A Message!

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