How we’re different

One of the biggest myths is that managing money is common sense. Actually, it is a skill that needs to be developed and taught.

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Upward Personal Finance works side-by-side with our clients to establish a plan and accomplish goals.

We recognize that you likely have time and schedule restraints, not to mention possible stress and anxiety about dealing with your money. We know you are juggling career, home, relationships, parenting and/or all the other responsibilities women own. That's where we come in.

Our business model is built around unique female perspectives and needs in several ways:

  • We listen to you and understand where you want to go with your finances. Our job is to craft a simple and easy-to-understand road map for your financial journey. We partner with you to reach goals and hold you accountable for taking action. Every woman’s financial life is different and there is no one solution for all. We customize your upward financial path specifically for you.

  • We put our clients' needs first in everything we do. We are open, honest, and transparent with our existing and prospective clients. We do not sell investments or insurance products, so we don’t earn commissions. If you are a good fit for our services, we will let you know. If you are better served by a different professional, we are happy to make an introduction and guide you on a different path.

  • Our business was built around the idea that financial services are not only needed Monday-Friday from 9-5 and most of us are too busy during these hours to talk about our finances. READ: WE DO NIGHTS AND WEEKENDS. We meet with clients mostly via live video conferencing to save you even more time and money by not driving to an office location. Yes, you can meet with us in your pajamas, we won’t judge!

  • Prior to starting any personal finance consulting relationship, we meet with you in our complimentary 15-minute Q+A Session. If we are a good fit for you and you want to move forward, a Discovery Session is paid for and booked. Afterward, you may choose to hire us to complete a 3- or 5-month coaching program. There are no mysteries about what we charge or how much you will pay to complete your desired plan. We don’t sell financial products and do not earn commissions. We simply charge a flat fee. We only recommend what actions to take and provide a reasonable timeline for reaching your financial goals.

    See our programs and pricing here.

  • We develop a relationship with our clients and act as partner, mentor, cheerleader, and educator. We pride ourselves in being easy to talk to and not intimidating. We live by a strict code of “No shame. No blame.” We are here to guide, not lecture, criticize, or talk in acronyms that have no meaning. There is no stupid question, and our goal is to provide clarity with positivity.