It's money coaching. Not some financial service that makes money feel scary.
Most of us were never taught how money works. So we avoid checking our bank accounts. We swing wildly from being afraid to spend anything to blowing it all in one weekend. And we feel behind, assuming everyone else has it figured out. Worst of all, we don't talk about money, so we never learn we're not alone. Money confidence shouldn't be reserved for Wall Street guys or spreadsheet nerds. (I can say that as a joyful spreadsheet nerd myself).
I'm not just a financial advisor that hands you a plan and sends you off to execute it alone. That's scary.
No homework.
We do as much as possible together, right in session, so there’s little to nothing left for you to do on your own between sessions. Want to dig in more on your own? Awesome! Go for it. But it’s not the expectation. We do it together, so nothing falls through the cracks between sessions.
No jargon.
If I ever use a term you don’t know, I’ll explain it, plain and simple. You’ll never be made to feel dumb for not already knowing this stuff. Helping you feel comfortable with this stuff is part of the plan!
No judgment.
However messy your accounts look, whatever your money story is, you’re safe here. Just kind, practical guidance at your pace, and in an easy, relaxed environment.
A plan built around what actually matters to you.
All virtual, from wherever you’re comfy.
Our fun, casual sessions happen over video call, so you can leave the hard pants behind. This is a soft pants zone.
So, how does it work?
1:1 coaching is where we build your Ideal Day, the life you’re working toward right now, together:
1
We start with your first real coaching session, figuring out your values, where you’re at, what’s troubling you, and where you really want to go.
2
We build more than a plan, we build a whole system, together. We'll get granular: everything from the right accounts, to what you can actually afford to spend. And we'll zoom out: what do we need to do to bring you closer to your Ideal Day right now? Each session, we revisit what's working, fix what isn't, and keep re-envisioning until your financial foundation is on track.
3
Once your foundation is built and you start cruising, we start building toward the bigger Ideal Day you’ve been dreaming of, down the road, as your future old lady self.
Not ready for ongoing coaching, or just need clarity on one sticky money topic? A Single Deep-Dive Session gives you focused, one-on-one time to work through exactly that, no ongoing commitment required.
However we work together, it’s all building toward the same thing: your Ideal Day, and eventually, your future old lady self.
Why Future Old Ladies?
Yeah, but, who are you?
Hi, I’m Wendy. When I was 24, I found myself staring down a mountain of grad school debt with no idea what to do about it. I'm the kind of person who needs to understand everything. So I taught myself and figured out a plan. My fear melted to confidence!
I started helping friends do the same, and got hooked on watching their epiphanies, so I left my career in film and TV production to pursue it full-time. Now I’m working toward a nationally recognized certification in financial planning. I built FOLC’s system with my ADHD friends and family in mind, so no one else has to figure it out alone.
Check out the extended cut
Real, working knowledge of accounts, budgeting, building credit, paying off debt, and planning for the future
An eye for the gaps in your financial foundation, and what to prioritize first
The ability to actually navigate the systems, forms, and jargon
Good judgment on the big decisions
Patience, real excitement, full support, and fun welcoming energy
And I’m only getting better. I’m working toward a nationally recognized certification in financial planning, covering a wide breadth of financial topics. I was even awarded a scholarship for the coursework. So in the future, I’ll be able to bring both passion and real, accredited expertise to whatever your finances need.
I’m building FOLC so I can help people feel confident about money, and do it my way: gentle, unintimidating, and fun. You might call it cozy.
I had no plan and I was simply winging it… When I would make purchases I would literally just hope I had enough in my account…
Wendy customized the system so that it works for me… I feel so empowered with the choices and system we created together. [It] allows me to have so much less guilt and allows me to spend my money proudly and knowingly!
Money used to eat away at me, simply the idea; now I actually look forward to our sessions. I don’t avoid money anymore!
Becky
Has ADHD (or suspects they might), and traditional Financial services just don’t stick
Has income that changes month to month
(Hi, freelancers and film industry folks!)
Feels lost, behind, or like the financial world wasn’t built for you.
I’m building FOLC from the ground up right now!
I’m deep in my certification coursework and getting everything else ready behind the scenes.
1:1 Coaching
Ongoing 1:1 coaching to build your financial foundation and move toward your Ideal Day
Single Deep-Dive Sessions
A single deep-dive session when you need clarity on one sticky money topic or issue
Money Hangouts
Small group sessions where we learn and grow together
FOLC-lore newsletter
A free newsletter with money tips, encouragement, and behind-the-scenes fun!