FAQs

    • Financial planners focus on managing your money for you—things like investments, retirement, or taxes. As a coach, I help you heal your relationship with money, create plans aligned with your values, and work through the emotional roadblocks that keep you stuck.

      Coaching is about you—your goals, your values, and your emotional peace. No judgment. Just support. And if we ever get to a point where you need financial planning, I can connect you with trusted Certified Financial Planners in my network.

    • I work virtually, so we can connect wherever you are. Grab your cafecito, and let’s chat from your cozy corner.

    • Think of it as a cafecito chat with someone who truly gets you. We’ll talk about where you’re at emotionally and practically with money. I’ll ask gentle questions to understand your story, your goals, and what’s feeling heavy.

      No pressure to sign up. It’s about making sure we’re a good fit, so coaching feels safe and empowering.

    • Totally okay. That’s why I offer a one-time Clarity Session—a 90-minute deep dive to get you unstuck and moving forward.

    • I currently offer financial coaching—think of it like a personal trainer for your money and mindset. We’ll focus on setting goals, building healthy habits, and creating action plans that align with your values. We’ll talk about how your emotions and beliefs impact your money, but we won’t do the deep emotional processing work that happens in financial therapy.

       Financial therapy goes deeper into the emotional and psychological side of money—think money anxiety, guilt, family money trauma, or shame that keeps you feeling stuck. It blends therapy and financial guidance and often involves licensed mental health professionals who can support emotional healing while exploring money behaviors.

      Bottom line:

      • Coaching is about: “What do I want to do and how do I take action?”

      • Therapy is about: “Why do I feel and behave this way with money, and how can I heal those patterns?”

      If deeper therapeutic support is what you need, I got you—I'll help you find a trusted therapist.

    • There’s no shame here. We lead with gentleness, grace, and healing. You’re not behind—you’re right on time.

    • Yes! Payment plans are available for multi-session packages because I believe support should feel accessible. Let’s talk during your free consultation and find a plan that works for you.

Have questions about financial coaching?
Or want to know a little more about what it looks like to work with me?

Ready to take the next step in your money journey?
Book Your Free Consultation with Rosa!