Financial Coaching That Works For You

Discover how to take control of your money and achieve your financial goals.

I help individuals and couples improve their relationships with money so they can become confident in their financial decisions.

Maybe learning how to budget, save, invest, reduce debt, optimize taxes, or plan for retirement. You want to understand your money mindset and habits and how to change them for the better. You want to be more confident and competent in handling your finances.

Are you having trouble managing your income, expenses, debt, savings, investments, taxes, or retirement plans. You don’t know where to start or how to make a plan that works for you?

Do you worry about how to pay your bills, how to get out of debt, how to save for the future, or how to deal with unexpected emergencies? Are you feeling anxious, frustrated, or hopeless about your money situation.

Have you been living paycheck to paycheck, spending more than you earn, or saving less than you should? Maybe you have not made any progress towards your financial goals or dreams. Do you feel like you are missing out on life because of your money problems.

Is there a major life change, such as getting married, divorced, having a baby, starting a business, changing careers, retiring, or inheriting money that is causing you stress? Do you need help adjusting to your new financial reality and making smart decisions that align with your values and vision.

I'm Kirsis Ortiz
Financial Health Coach Based In
New York.

If you want to improve your financial situation and achieve your goals, I can be a valuable partner. As your financial coach, I can help you create an action plan, learn financial skills, monitor your progress, overcome challenges, and celebrate your success. I can also assist you with specific topics, such as budgeting, saving, investing, debt, tax, retirement, and estate planning.

Improve Your Money Mindset

I help you develop a better relationship with your money so you can stress less over money and live the life you want.

Make Better Money Decisions

By coaching you through the process when making large financial decisions, you learn to make less costly mistakes and make decisions confidently.

Gain Financial Confidence

High income does not equal good money management. Personal finance is a learned skill and learning how to allocate your income appropriately will set you well on your way to financial freedom.

Virtual Individualized Coaching Programs

Things You Should Know

Frequently Asked Questions

Financial health coaching is a service that helps people improve their financial well-being by teaching them money management skills and helping them develop healthy financial habits. A financial coach can help you understand your spending patterns, create a budget, set financial goals, and overcome emotional or behavioral challenges related to money.

Financial coaches are different from financial advisors, who can give you investment advice or manage your portfolio. Financial coaches focus more on the educational and motivational aspects of financial planning.

First schedule a Discovery call with me to discuss your areas of concern, your goals and what you hope to achieve from coaching. Any program can be customized based on your needs.

We will schedule a Financial Blueprint session which can take a couple of hours to see where you are financially and develop a more realistic expectation for your goals.  This will require some prep work on you part to be submitted 3 days before the session.  Completing it ahead of time will allow us both to be ready and make the best use of our time together.

After this session, we discuss next steps and see what fits best for you.

Coaching programs are client driven and we are there to educate you, partner with you and hold you accountable.  How long a program you need will depend on your goals and your ability to meet those goals.  Contracts start at 6 months and can always be renewed.  Six months allows for adaptability on changes in seasons and circumstances.

Financial coaching can be beneficial for anyone who wants to improve their financial well-being, learn new money management skills, and achieve their financial goals. To determine if financial coaching is for you, you can ask yourself some of these questions:

  • Do you have a clear financial goal that you want to achieve, such as saving for retirement, buying a home, or paying off debt?
  • Do you struggle with sticking to a budget, controlling your spending, or saving money?
  • Do you feel stressed, anxious, or overwhelmed by your financial situation?
  • Do you want to learn more about how to manage your money effectively and efficiently?
  • Do you need someone to hold you accountable, motivate you, and support you on your financial journey?

If you answered yes to most or all of these questions, then financial coaching might be a good option for you. A financial coach can help you create a personalized financial plan, teach you how to implement it, and monitor your progress. A financial coach can also help you overcome any emotional or behavioral challenges that may be holding you back from achieving your financial goals.

If you want accountability, eliminate debt, save, stop overspending, etc… and you have not been able to achieve those goals on your own, you need a Financial Coach.

If you’re earning money but you don’t know where it’s going, or you feel overwhelmed by money, budgeting or debt, you need a Financial Coach.

As Coaches, we hold your hand through the process to uncover the layers and empower you to become confident when dealing with money.

A coach can help you unearth the emotions and behaviors that drive your financial decisions, so you can create a healthier attitude that leads to better money habits.  By becoming more aware of the unconscious drivers, you make those drivers conscious and a coach helps you put more mindfulness into practice.

Some of the benefits of financial coaching are:

  • You can develop better money management skills, such as budgeting, saving, and investing.
  • You can reduce your credit card debt and improve your credit score.
  • You can achieve your financial goals, such as saving for retirement, buying a home, or paying off debt.
  • You can gain financial confidence and reduce stress and anxiety related to money.
  • You can receive personalized financial education and support from a qualified and trusted coach.