Sync your money with your values to start living your best (financial) life with ease.Upgrade My Money
Financial coaching helps you focus on building good habits with your money. I’ll give you a plan for saving the right amount, strategically paying off debt, and experiencing freedom to have a good time without feeling guilty. Here’s how I work with clients:
You’re ready for the good times with your money so you can start using it to love your life.
You know it’s time to burn the broken, unequal financial system to the ground.
You want someone who can hold you accountable for what you said you’re going to do with your money -- and not let up when you want to drift from the plan.
You’re tired of the financial industry being classist, heteronormative, patriarchal, racist, and transphobic—and want financial advice from somebody who gets you.
You’ve got goals, and you recognize that you need to surround yourself with a supportive and positive environment if you’re going to reach them.
You know a love of avocado toast isn’t the real reason why millennials aren’t reaching financial goals, though you’re still not quite sure how to master your budget.
I can explain retirement concepts (like the difference between a 401k and a Roth IRA), though I’m not someone who will place trades for you like Leonardo DiCaprio in The Wolf of Wall Street, or give you specific investment recommendations and advice.
If that’s what you’re looking for, I’m happy to introduce you to financial professionals I trust and respect who do provide those services.
"My savings account is on fire after working with Cally! She helped me create a plan to tackle my credit card debt, start an emergency fund, and make deposits to my IRA."
"I no longer feel guilty spending money, since it is built right into my budget! I highly recommend Cally to anyone looking for non-judgmental financial coaching."
"After working with Cally, I have a better understanding of my financial picture, a solid and automated plan for savings, and permission to spend money on fun things!"