My goal is to teach you things you want to know about money. I’d like everyone to think, “I am the sort of person who understands money.”
I started this business because I genuinely enjoy talking and learning about all aspects of personal finance, and other people say I’m a good teacher. I believe a DIY-approach to finance works very well for most people, and having a genuine understanding of your own money situation is the foundation of financial empowerment.
Personal finance can be complicated, but it doesn’t have to be. If you are inclined in this way, but could use a little help getting started, want to know more about a topic or two, or just want to get an informed opinion from someone independent, I might be a good fit for you. I will only accept an engagement if I feel I can truly be helpful. If I don’t think I’m the right fit for something, I will try to help point you to more suitable resources.
January 2023 update: I continue to encourage all clients to opt for a donation rather than paying me cash, my approach since 2020. Work with me, and then make a donation to a worthy cause of your choice (heck no, you don’t have to show me a receipt!) I am happy to make a suggestion.
What Some Clients Have Said:
“Stephanie’s knowledge is invaluable. I’m a full-time graphic designer who freelances on the side. This has always tripped me up when doing my taxes and googling my questions was totally overwhelming. Stephanie on the other hand explained in detail how extra income works, how to estimate my quarterly taxes, where to do it, and more in such an easy way to understand. Thank God she did because in 2022 my freelance work increased significantly and thanks to her I was able to confidently estimate and pay my quarterly taxes on my own.
It’s clear that knowing and sharing all things personal finance is something Stephanie is genuinely passionate about it! I truly would not have known where to start without her—her guidance is clear, comprehensive, and empowering!”
– Jenn B.
“Working with Stephanie was so helpful! She helped boost our knowledge about some foundational financial questions, which helped us see our money options in a clearer light. Our discussion helped draw different financial threads together and got us out of the paralysis of not knowing enough to act.”
– Andrea
Want to work with me? E-mail me with your interest!
Let me know what you have in mind and, if you have possible days/times in mind, share that too!
Frequently Taxed Questions 