Understand where you are
Start with what’s actually happening in your finances and what matters to you.
Personal financial coaching
Financial progress doesn’t have to start with having everything figured out.
If you’re doing okay financially but aren’t sure how to get from where you are to where you want to be, personalized coaching can help you figure out what matters, what to prioritize, and what to do next.
Schedule a Free Discovery Call
30 minutes · No pressureNo need to decide anything on the call
Meet David
I got into financial coaching because I needed it myself.
David Burton · Financial Coach
My wife and I weren’t always on the same page when it came to managing money. I had built a detailed spreadsheet, tracked everything, and genuinely enjoyed digging into the numbers. For me, it worked. For her, it was overwhelming.
We eventually worked with a financial coach who helped us simplify what we were doing. My wife wasn’t overwhelmed by all the information anymore, and I discovered that I didn’t actually need all of that complexity either. We found a simpler way to manage and track our money that worked better for both of us.
That experience changed the way I thought about personal finance. A good financial plan isn’t just about finding the “right” system on paper. It has to work for the actual people using it.
I’ve always enjoyed working with numbers, solving problems, and finding ways to make things more efficient. I also genuinely enjoy teaching and helping people develop new skills. Financial coaching brought those things together in a way I hadn’t realized was possible.
Today, that’s a big part of how I approach coaching: understand how you think, what matters to you, and what you’re trying to accomplish—then help you build an approach that actually works for your life.
Sound familiar?
Maybe you’re not doing badly with money.
You just know you could be doing better.
You’re making decent money but aren’t sure where it all goes.
You’re paying down debt but don’t feel like you’re making enough progress.
You want to save, invest, buy a home, or prepare for the future—but aren’t sure what should come first.
You and your spouse have goals but don’t always approach money the same way.
You’ve read plenty of financial advice, but turning it into a plan for your life is harder.
You feel like you’re living paycheck to paycheck and just can’t seem to get ahead.
You don’t need to have everything figured out before talking with a financial coach. That’s kind of the point.
Personalized guidance
Financial coaching built around your situation
Enough structure to help you move forward—without pretending everyone needs the same financial formula.
Figure out where you’re going
Identify priorities and connect your financial decisions to the goals you want to accomplish.
Keep moving forward
Get practical next steps, useful education, and someone to help you work through questions and stay accountable.
Client stories
What clients say
Real experiences from clients who wanted a clearer, more intentional way to handle their finances.
“One very helpful thing I was able to take away from David is that I can spend money on things I want and that managing that process is not meant to impede me or shame my values. I am empowered to allocate money where I find it useful, which is what I needed.”
“A lot of the anxiety around money has gone away. I feel like I have a better handle on our finances and am much more prepared for the future. Finances no longer feel like such a scary, complicated task.”
Your next step
Let’s start with a conversation.
The free 30-minute discovery call isn’t a sales call. It’s a chance for me to learn a little about your situation and what you’re hoping to accomplish, and for you to learn how I work.
I won’t ask you to make a decision on the call.
Ready to talk?
Choose a time that works for you for a free 30-minute conversation.
Schedule My Free Discovery Call