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Work With Me 2017-12-12T18:09:33+00:00

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Receive useful tips and tools to take control of your money, simply start doing better.

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Work With Me


Finding a plan to manage your day-to-day finances doesn’t have to be complicated and using a plan doesn’t have to feel restrictive. Would you be successful using a plan that required you to change all of your habits and give up the things you enjoy? A cash flow plan is a tool that reflects your priorities and puts you in control of your money.

What We Do


Finding a plan to manage your day-to-day finances doesn’t have to be complicated and using a plan doesn’t have to feel restrictive. Would you be successful using a plan that required you to change all of your habits and give up the things you enjoy? A cash flow plan is a tool that reflects your priorities and puts you in control of your money.

Phone Consultation

Book a 15 minute phone call to answer your questions and determine if the service is right for you.

Book Your Call

Phone Consultation

Book a 15 minute phone call to answer your questions and determine if the service is right for you.

Book Your Call

Living In Balance Program

“Living in Balance’ is a 6-month, 10 session program, designed to take you from stress and overwhelm, to peace of mind with your money.

This program starts with an initial assessment of your current financial situation, developing benchmarks to track your progress. In the first month, a plan is developed, based on your income, expenses, debt, values and goals.

Over the remaining 5 months, Kate works with you to build a bridge from paper to practical. You will receive a written document with strategies for implementation of your plan. Bi-weekly, one-to-one meetings are scheduled, to be sure that your plan is right for you.

At the conclusion of your program, the benchmarks will be recalculated so that you know you are on track to success. You will also have an opportunity to work with Kate, on a monthly basis, through the Balanced Maintenance Package.

Living In Balance Program

“Living in Balance’ is a 6-month, 10 session program, designed to take you from stress and overwhelm, to peace of mind with your money.

This program starts with an initial assessment of your current financial situation, developing benchmarks to track your progress. In the first month, a plan is developed, based on your income, expenses, debt, values and goals.

Over the remaining 5 months, Kate works with you to build a bridge from paper to practical. You will receive a written document with strategies for implementation of your plan. Bi-weekly, one-to-one meetings are scheduled, to be sure that your plan is right for you.

At the conclusion of your program, the benchmarks will be recalculated so that you know you are on track to success. You will also have an opportunity to work with Kate, on a monthly basis, through the Balanced Maintenance Package.

Balanced Maintenance Program

The maintenance package is available to those who have completed the ‘Living in Balance’ program and would like to continue to work with Kate. This program offers support, on a monthly basis, as determined by the client and their needs. Clients will receive continued support and accountability, as they implement their cash flow plans.

Balanced Maintenance Program

The maintenance package is available to those who have completed the ‘Living in Balance’ program and would like to continue to work with Kate. This program offers support, on a monthly basis, as determined by the client and their needs. Clients will receive continued support and accountability, as they implement their cash flow plans.

Clients Are Saying


“I asked Kate to help me with a cash flow plan because I wanted to feel in control of my money. Our family already had a budget, but it wasn’t working. We wanted to save for a few things and not worry about the day-to-day spending. My spouse wanted to plan for his retirement in the next few years. Kate identified gaps in our budget and set up a new plan that included all of our goals and showed me how to use the plan.

She even helped me talk to my bank to be sure I had everything organized so that we could stay on track. Within the first two weeks my spouse and I felt less stress in our day-to-day spending and more in control of our money. It’s been few months now and I love to do my banking! It’s exciting to watch our savings grow. If you want to take back control of your money, I would recommend a call to Kate.”

V. Scrivens, London

Clients Are Saying


“I asked Kate to help me with a cash flow plan because I wanted to feel in control of my money. Our family already had a budget, but it wasn’t working. We wanted to save for a few things and not worry about the day-to-day spending. My spouse wanted to plan for his retirement in the next few years. Kate identified gaps in our budget and set up a new plan that included all of our goals and showed me how to use the plan.

She even helped me talk to my bank to be sure I had everything organized so that we could stay on track. Within the first two weeks my spouse and I felt less stress in our day-to-day spending and more in control of our money. It’s been few months now and I love to do my banking! It’s exciting to watch our savings grow. If you want to take back control of your money, I would recommend a call to Kate.”

V. Scrivens, London