A little taste of what I do…

Due to the sensitive nature of my work, I don’t share full names or photos here.

When I first met Morgan I had a lot going on in my life. I had just gotten married, went on a big month long honeymoon, bought my first home and was preparing for a new baby! Needless to say, time was tight and my finances were changing drastically. Part of me wanted to wait to work with Morgan, until life settled down. But, man I am so glad that I didn’t wait. Morgan’s guidance kept me aware, awake and on top of money through all of life’s changes. I can’t imagine what my bank account would have looked like with out a plan. Because of my work with Morgan, I was able to plan for our new home, baby and still save 50% a month on grocery expenses!



Working with Morgan has created a HUGE transformation in how I handle my finances. In just a few short months I have gone from living my life paycheck-to-paycheck to saving over $500 a month and managing my debt with a solid plan to eliminate it. Plus, we have created a reasonable monthly spending plan that still allows me to enjoy pampering myself. I look forward to continuing our financial counseling and working with her to establish a new relationship with money!



When I first started working with Morgan, I was constantly stressed out about money. I never really knew how much I had or where it was going. I make great money, but it was just a mess and I never felt like I had enough. Morgan taught me how to build a system around my money that allows me to know what’s really going on. Now, I always have enough cash on hand and I know exactly where I stand. I feel so much better about my money and my financial choices!



I just can’t say enough about Morgan’s work! Her expertise, tenacity and simplistic coaching has opened up a whole new world to me.

In the past, managing my money always seemed like such a chore. It was like I was just working to pay the bills. But now there is organization and clarity around my money, and everything is so much easier. My credit score has gone up significantly, my income has increased, and I’ve gained a ton of confidence and self-respect. I don’t have to worry anymore, because I know I can handle anything that comes my way financially.

Thank you Morgan. I couldn’t have accomplished this without your commitment and love!




Having the details right in front of me has helped me spend less and save more. I’m almost debt free at this point, and now I’m working on buying my first house. I don’t think I could have done all of this on my own and I’m just glad I didn’t wait any longer to get some help.


New Mexico

I am a budget analyst so I’m already pretty good with my finances, but I still felt like I should be doing more. Morgan helped me clean everything up and look at things a little differently. I am much more connected to what I spend (and earn) and I’ve been able to tighten things up in a few areas. Getting more organized has allowed us to start a savings account for family fun and special projects. Having that outside perspective has made a huge difference!



Morgan held my hand through the fear and darkness of my money and my debt. It was hard to look at until she showed me how to break things down in a simple and realistic way. She helped me identify old patterns of spending that came from a very emotional place, but Morgan helped me work through that and find new ways to work with my money. We’ve been working together for almost 8 months and we have a healthy plan to pay off over $45,000 in credit card debt, and build up my savings in ONLY 2 years. It feels so good to know there is a light at the end of the tunnel!



Morgan has really helped my husband and I take control of our money. It is always such a pleasure working with her and I always look forward to our appointments. We’ve already seen great results and we finally have hope for our future. We can’t wait to get out of debt…and stay out! Thank you, Morgan!



Morgan gave me the chance to get real with myself about my finances. She showed me what was really going on with my money and that I needed to do something about it. I was headed down a very dangerous path and didn’t even realize it. Her straight-forward approach made it easy to deal with the numbers and make better choices. I only wish I had found her sooner…I’d have so much more money!


New York

I started working with Morgan because, although I am lucky enough not to live paycheck to paycheck, I didn’t ever feel like my family was getting ahead. I had made my finances TOO EASY with all of my bills set up to be paid automatically and I was lacking awareness of our spending habits. After our highest income year ever, I found myself asking “Where did all that money go?!” I knew there had to be a better way to make more progress towards our long term goals in the good years, and in challenging times, too.

No matter your income or your cash flow situation, everyone can benefit from being more hands on with their finances and mindful of their priorities. In just a few minutes every couple of days, I can check to make sure everything is on track and see progress towards our goals. Awareness and accountability have redefined our priorities to what really matters. Now I am so much more confident and excited about our financial future. Thank you Morgan!