money. made human.
Real financial coaching for real life -
practical, purposeful, peaceful.
peace. made possible.
the centered path™
five seasons of calm financial growth.
Every path to financial calm begins with intention. Choose a three-month immersion or a six-month transformation - each experience meets you where you are and moves you toward the life you envision.
Together, we’ll craft a plan that honors your pace, priorities, and peace of mind.
Calm Beginnings
For engaged or newly married couples, new parents, and early-career adults
You’ll move from confusion to clarity - from financial guesswork to calm confidence.
When you’re starting a life together or laying the groundwork for your future, every decision matters. This program builds a peaceful foundation for communication, stability, and growth.
Examples of what we’ll work on:
For couples: combining finances, healthy money communication, a shared intentional financial plan.
For new parents: balancing baby costs, prioritizing essentials, beginning college savings
For early-career professionals: debt payoff strategies, simple investing, saving for milestones
Peace you can measure
A complete cash-flow system, a working emergency fund, and shared financial clarity that replaces stress with teamwork.
Schedule your Calm Consultation
(to discuss this package and find your fit)
Peaceful Progress
For those with stable income who want to move from stability to serenity
You’ll move from management to mastery - from quiet worry to lasting peace.
You’ve built consistency; now it’s time for optimization. We refine your systems, align investments and giving with your values, and secure your next chapter of peace.
Examples of what we’ll work on:
Strengthening emergency reserves and retirement planning
Paying off your home early and designing a freedom timeline
Reviewing insurance and protection coverage
Automating investing, saving, and generosity
Peace you can measure
A fully automated financial rhythm, a six-month reserve, and clear long-term security.
Schedule your Calm Consultation
(to discuss this package and find your fit)
Intentional Growth
For professionals who work hard but feel they just can’t get ahead
You’ll move from stress to serenity - from frustration to control.
This stage breaks the cycle of treading water. Together, we create momentum by designing systems that reduce debt, build savings, and align spending with what truly matters.
Examples of what we’ll work on:
Tracking spending leaks and redefining priorities
Building a personalized debt-elimination plan
Automating saving and giving
Strengthening financial habits that last
Peace you can measure
Expect a 15+ % increase in monthly margin, a clear debt and savings roadmap, and renewed confidence in your direction.
Schedule your Calm Consultation
(to discuss this package and find your fit)
Graceful Transitions
For those facing major change - loss, divorce, caregiving, or retirement shifts
You’ll move from chaos to calm - from fear to renewal.
Change can shake everything you’ve built. We’ll organize your finances, simplify decisions, and restore confidence one clear step at a time.
Examples of what we’ll work on:
Consolidating accounts, benefits, and logistical details
Prioritizing essentials and rebuilding savings
Reviewing insurance or survivor benefits
Coordinating with estate and legal professionals
Peace you can measure
You’ll move from uncertainty to peace - organized accounts, stable priorities, and room to breathe.
Schedule your Calm Consultation
(to discuss this package and find your fit)
Purposeful Legacy
For those ready to turn success into significance
You’ll move from abundance to alignment - and from concern to peace.
Legacy isn’t about wealth; it’s about meaning. Together, we design a plan that reflects your values, safeguards loved ones, and ensures your generosity lives on with grace.
Examples of what we’ll work on:
Defining family mission and giving goals
Integrating estate, succession, and insurance strategies
Creating your Letter of Peace - guidance and gratitude for loved ones
Clarifying end-of-life preferences and charitable designations
Peace You Can Measure
A complete, written legacy plan that preserves dignity, eases the burden on family, and turns intention into impact.
Schedule your Calm Consultation
(to discuss this package and find your fit)
Every path to financial calm begins with a single conversation.
Your Centered Consultation is where we’ll explore your story, your goals, and the stage you’re in. Together we’ll discover which package and rhythm best fit your life, so your next step feels simple, clear, and centered.
No obligation, just clarity, calm, and your next centered step.
Every coaching journey is personal, tailored to your story.
Whether you come as an individual or a couple, you’ll receive tailored guidance that meets you where you are and carries you forward.
The Centered Promise
At Centered Money®, success isn’t measured by spreadsheets, it’s measured by peace.
Each stage brings measurable progress, deeper calm, and a clear plan to keep moving forward with grace.
Purpose · Plan · Progress · Peace
The Centered Session
A one-time clarity experience to help you realign, refocus, and regain calm.
When life or money shifts, sometimes you don’t need a full coaching program — just a clear, grounded conversation that brings everything back into focus.
The Centered Session is designed to help you restore calm, rebuild confidence, and move forward with intention.
What’s included
Pre-session reflection form to clarify priorities and pressure points
90-minute private session (virtual or in-person)
Personalized clarity summary with 2–3 next-step actions
Follow-up email within 30 days to review progress and adjust
Perfect for returning clients between programs and new clients ready for a focused first step toward financial calm.
One conversation. One plan. One renewed sense of peace and control.
Stay Centered Partnership
Quarterly partnership for lasting calm.
Stay connected. Stay centered.
Your financial journey doesn’t end when a package does.
Stay aligned, calm, and accountable after your initial coaching journey.
Quarterly private sessions and guided check-ins keep your financial rhythm clear, current, and centered as life evolves.
The Gift of Peace
Give peace that lasts longer than things.
Celebrate life’s milestones with something deeper than things - the gift of clarity, confidence, and purpose around money.
Ideal for weddings, new parents, and college graduates starting their next stage of life.
Available for:
Calm Beginnings Packages
The Centered Session
Each gift includes
A personalized message from the giver
A Welcome to Center letter from Colleen introducing the journey and what to expect
Elegant digital gift certificate, beautifully designed and customized for the recipient
Because true celebration isn’t in what we give, but what we grow.
Give a gift that increases in value.
