Get personalized help implementing the financial education systems that actually work
Stop Trying to Figure It Out Alone
You know what you should be doing with your money. You’ve listened to the podcasts, read the articles, maybe even bought a few books. But when it comes to actually implementing these strategies, you feel stuck.
Here’s the truth: Knowing what to do and actually doing it are two completely different things. That’s where personalized coaching makes all the difference.
As someone who’s helped hundreds of people transform their financial lives, I’ve seen the same pattern over and over. The people who succeed aren’t the ones with the highest incomes or the most financial knowledge. They’re the ones who get the right guidance at the right time and take consistent action.
Why 1:1 Coaching Works When Everything Else Fails
It’s Personal: Your brain works differently than everyone else’s. Whether you’re neurotypical, neurodivergent, or just overwhelmed by complex financial advice, we’ll find the approach that works with your specific psychology.
It’s Educational: No generic financial advice. We’ll work together using proven educational frameworks to help you understand and implement financial systems that work for your specific situation.
It’s Proven: The Simple Finance System isn’t just theory. It’s the same psychology-first approach that’s helped people eliminate debt, optimize their banking, start investing, and achieve financial independence using systems that actually stick.
It’s Supportive: You’re not just getting generic financial advice – you’re getting educational coaching from someone who understands the psychological barriers to financial change and knows how to help you overcome them.
What Makes This Different from Other Financial Coaching
Most financial coaching focuses on budgeting and willpower. That approach fails because it fights against human psychology instead of working with it.
Simple Finance Coaching is different:
- Psychology-first educational approach that works with your brain, not against it
- Systems-focused learning – we build habits that stick even when motivation fails
- Simple over complex – no 47-step plans or overwhelming spreadsheets
- Real implementation coaching – we actually set things up together using educational frameworks
- Neurodivergent-friendly strategies for ADHD, anxiety, and other brain differences
- Cybersecurity education – as a Chief Information Security Officer by day, I can teach you to secure your financial life like no other coach can
Two Ways to Work Together
Simple Finance Session – $149
Perfect for focused, single-topic guidance
What you get:
- 90-minute one-on-one session via video call
- Focused implementation of one specific area
- Screen sharing for real-time setup assistance
- Email follow-up support to ensure success
- Personalized action plan and next steps
Great for:
- Credit union selection and account setup
- Debt snowball organization and automation
- Investment account creation and first purchases
- MVNO carrier switching with full guidance
- Basic financial cybersecurity audit and implementation
- Emergency fund optimization and placement strategy
- Subscription audit and expense cutting plan
Complete Financial Overhaul – $399
For comprehensive transformation and complex situations
What you get:
- 3-4 hours of coaching (can be split across multiple sessions)
- Complete implementation of multiple SFS modules
- Comprehensive strategy development for your specific situation
- 30 days of email support for questions and troubleshooting
- Detailed written plan and implementation timeline
- Follow-up check-in to ensure you’re staying on track
Perfect for:
- Full Simple Finance System implementation from start to finish
- Complex debt elimination with multiple types of debt
- Complete investment strategy across all account types (401k, Roth IRA, taxable)
- Comprehensive financial cybersecurity transformation
- Full expense optimization audit and implementation
- Financial independence planning with personalized timeline
- Major financial transitions (new job, marriage, divorce, inheritance)
The Financial Cybersecurity Advantage
As a Chief Information Security Officer, I bring a unique perspective that no other financial coach can offer. Your money is only as secure as your weakest digital link.
I’ll help you secure:
- All financial accounts with proper multi-factor authentication
- Email accounts that control password resets
- Password managers and proper credential hygiene
- Mobile banking apps and digital wallets
- Investment accounts and retirement portals
- Credit monitoring and identity protection
The result? Complete peace of mind knowing your financial life is protected against cyber threats that cost Americans billions every year.
What People Are Saying
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How It Works
Step 1: Email Me Send a message to info@simplefinancebytes.com with:
- Which service you’re interested in
- Brief description of your situation or goals
- Your preferred times for scheduling
Step 2: Quick Planning Call We’ll have a brief 10-15 minute call to:
- Understand your specific needs
- Confirm which service is the best fit
- Schedule your session(s)
- Handle payment details
Step 3: Your Coaching Session
- Video call at your scheduled time
- Real-time implementation and setup
- Personalized guidance for your situation
- Clear action plan and next steps
Step 4: Follow-Up Support
- Email support to answer questions
- Check-ins to ensure you’re making progress
- Additional sessions if needed
Frequently Asked Questions
Do I need to have my finances “together” before we start? Not at all! Most people come to coaching precisely because their finances feel chaotic. We’ll start wherever you are and build from there.
What if I’m not tech-savvy? Perfect! I specialize in making complex things simple. We’ll go at your pace and I’ll walk you through everything step by step.
Can you help with my specific situation? The Simple Finance System works for virtually any financial situation. Whether you’re dealing with debt, just starting to invest, or planning for financial independence, we can customize the approach for your needs.
What if I need more help after our session? The Complete Financial Overhaul includes 30 days of email support. For other services, you can always schedule additional sessions or upgrade to the comprehensive package.
Is this just budgeting education? No! While we might touch on spending strategies, this is about learning complete financial systems that work automatically. It’s much more comprehensive than traditional budgeting education.
What makes you qualified to provide this education? I’m the creator of the Simple Finance System, host of the Simple Finance Bytes podcast, and a Chief Information Security Officer with expertise in protecting digital assets. I combine financial education with cybersecurity knowledge that most coaches don’t have.
Ready to Take Control of Your Financial Future?
Stop struggling alone with financial education that doesn’t stick. Get personalized coaching that works with your brain and your life.
Choose your path:
For focused help with one specific area: Email info@simplefinancebytes.com with “Simple Finance Session” in the subject line.
For comprehensive financial transformation: Email info@simplefinancebytes.com with “Complete Financial Overhaul” in the subject line.
Not sure which is right for you? Email info@simplefinancebytes.com with “Coaching Question” and I’ll help you figure out the best approach.
Your Financial Freedom Starts with One Decision
Every person who has achieved financial independence made one crucial decision: they stopped trying to figure it out alone and got the education and coaching they needed to take consistent action.
The question isn’t whether you can afford coaching. The question is whether you can afford to keep struggling without it.
Your future self – the one who’s financially free, stress-free about money, and has complete control over their time – is waiting for you to make this decision.
Email info@simplefinancebytes.com today and let’s get started.
Simple Finance Coaching provides educational guidance and system implementation support. This is financial education and coaching, not personalized financial advice. This does not replace consultation with qualified financial advisors, attorneys, or tax professionals for complex situations.