Empower Your Future, Build Your Legacy
Our Coaching Services
Providing personalized financial services designed to help you take control of your money, eliminate debt, and build a secure future.
Whether you’re looking to create a budget that works, overcome financial challenges, or plan for long-term wealth, our expert coaching is tailored to meet your unique needs and empower you to achieve lasting financial freedom.
Budget & Debt
Our Budget & Debt Coaching service is designed to help you take control of your finances by creating a clear, practical budget and developing strategies to reduce and manage debt. We work with you one-on-one to understand your financial situation and goals, then craft a personalized plan that empowers you to make informed decisions.
Whether you’re struggling with credit card debt, student loans, or simply want to live within your means, our coaching provides the tools and support you need to achieve financial stability and peace of mind.
Money Habits
Our Money Habits Coaching service focuses on understanding and transforming the financial behaviors that impact your spending and saving. We dive deep into the patterns and beliefs that drive your money decisions, helping you identify areas for improvement and develop healthier habits.
With personalized guidance, you’ll learn to make more conscious financial choices, reduce impulsive spending, and build a stronger foundation for long-term financial success. This service empowers you to align your money habits with your values, leading to greater control and confidence in your financial journey.
Wealth Planning
Our Wealth Planning service is designed to help you build and preserve your financial future with confidence. We work closely with you to create a comprehensive plan that aligns with your long-term goals, whether it’s saving for retirement, investing wisely, or securing your family’s legacy.
By collaborating with trusted financial advisors and estate planning professionals, we ensure that every aspect of your wealth is carefully managed and protected. With our guidance, you’ll have the tools and strategies needed to grow your wealth, achieve financial freedom, and leave a lasting impact for generations to come.
Legacy Planning
Our Legacy Planning service is dedicated to helping you create a meaningful and lasting impact for future generations. We guide you through the process of establishing a comprehensive plan that ensures your assets and values are preserved and passed down to your loved ones.
By working with trusted estate attorneys and financial advisors, we help you navigate the complexities of wills, trusts, and inheritance, so your legacy reflects your wishes and provides security for your family. With our support, you can confidently plan for the future, knowing that your legacy will endure and continue to benefit those you care about most.
Financial Coaching Programs
Enjoy a complimentary 30-minute discovery call with all our programs to assess your financial needs and explore how our coaching can support your journey to financial empowerment.
Financial Reset
A 3-Month Coaching Journey to Help You Regain Control of Your Money
$597for 3 months
The Financial Reset is a 3-month coaching experience designed to help you slow down, get organized, and build a financial system that works in your real everyday life. Together, we’ll look at your full financial picture, identify what needs to change, and create a clear plan you can actually follow.
INCLUDES
- Initial Deep Dive Session: A 2-hour session to walk through your current financial situation, uncover your unique challenges and opportunities, and identify what needs your attention first.
- 1-Week Follow-Up Session: A 1-hour session to help you stay grounded, make early adjustments, and answer questions that come up as you begin putting your plan into action.
- Biweekly Coaching Sessions: Ongoing 30–60 minute sessions every two weeks to provide guidance, support, accountability, and practical next steps as you build new financial habits.
Financial Clarity Setup
A Guided YNAB Budget Setup for Single Women Ready to Stop Guessing
$297
The Financial Clarity Setup is designed to help you get organized, set up a real system, and finally see your money clearly. Together, we’ll set up your YNAB budget using your actual income, expenses, and financial priorities so you can stop guessing and start making confident decisions.
INCLUDES
- YNAB Budget Setup Session: A guided session where we’ll build your YNAB budget together using your real numbers, so you can clearly see where your money is going and what needs your attention first.
- Two 60-Minute Follow-Up Sessions: Ongoing support to help you stay consistent, make adjustments, and begin building a money system that works in your everyday life.
- Personalized Financial Guidance: Clear, practical direction to help you organize your finances, understand your spending patterns, and feel more confident managing your money.
Financial Clarity Consultation
A 60-Minute Coaching Session to Help You Know What to Do Next
$275
The Financial Clarity Consultation is designed to help you slow down, look at your real numbers, and get clear on what needs your attention first. In this 60-minute session, we’ll walk through your current financial situation together, including your income, expenses, spending patterns, and any areas that feel unclear or out of control.
INCLUDES
- 60-Minute Zoom Consultation: A focused session where we’ll walk through your current financial picture together and identify what’s really going on.
- Personalized Financial Guidance: Clear, practical direction on what to focus on first, where your money may be leaking, and the next right steps to move forward.
- Recorded Session Access: Your Zoom call will be recorded and provided to you afterward so you can revisit your plan and move forward with confidence.
Financial Discovery Session
A 30-Minute Conversation to Help You Get Clear on Your Next Step
$25
The Financial Discovery Session is a safe, judgment-free conversation designed to help you talk through what’s going on with your money and identify what kind of support may be most helpful for you.
In this 30-minute session, we’ll briefly discuss your goals, your current challenges, and the areas of your finances that feel unclear, stressful, or out of control.
INCLUDES
- 30-Minute Consultation Call: A calm, focused conversation where you can share what’s been going on with your money and where you feel stuck.
- Initial Clarity Around Your Situation: We’ll talk through your goals, challenges, and the financial areas where you may need more structure or support.
- Recommended Next Steps: You’ll receive practical guidance on what to focus on next and whether one of my coaching services may be the right fit for your needs.
An Inspiring Empowerment Story
An Inspiring Empowerment Story
Frequently Asked Questions
FREE eBook from Theresa Bartelle
Take Back Control of Where Your Money Is Going
Tired of making good money but still wondering where it all went by the end of the month?
This free guide will help you spot the spending leaks, understand your money patterns, and start feeling more clear, organized, and in control without cutting everything, starting a strict budget, or giving up the little things you love.
What You’ll Get:
- See where your money is really going
- Identify the small leaks that add up fast
- Track your spending without judgment or shame
- Choose one simple next step to start taking control
You do not need to fix everything overnight.
You just need visibility, clarity, and a simple place to begin.
Download your free 7-Day Spending Reset from Theresa
Organize Your Money With Theresa
National Financial Coaching Podcast
Weekly financial guidance for women who make good money but still feel broke, overwhelmed, or unsure where their money is going.
Hosted by Certified Financial Coach and Certified YNAB Coach Theresa Bartelle, Organize Your Money With Theresa helps single women gain clarity, create a plan, and finally feel in control of their finances.
Each week, Theresa shares practical, honest guidance on budgeting, paying off debt, building savings, managing cash flow, preparing for retirement, and giving every dollar a clear assignment.
This isn’t about making more money. It’s about learning how to manage what you already have with confidence and purpose.
New videos every Thursday.
Read Theresa's Book
Available for purchase on Amazon!
Discover the power of financial freedom by embracing your reality and breaking free from the pressures of debt and comparison. This transformative book guides you to shift your mindset, make value-based decisions, and regain control of your finances for lasting peace of mind. Start your journey toward authentic financial success today—your brighter future begins with the first step.
~ Janet Duncan