A high-touch, one-on-one financial coaching experience designed to help you take control of your money, build real wealth, and finally feel confident in your financial life.

This isn’t generic financial advice or surface-level mindset work.

It’s a method built on real financial expertise, combined with the behavioral and lifestyle changes that actually make it stick.

I’m Cherie, a CPA and financial coach with years of experience in accounting and finance. I’ve seen what works on paper. I’ve also seen why so many smart, successful women still feel stressed, unclear, or behind when it comes to their money.

It’s not just about knowing what to do. It’s about having a system that works in your real life.

You’re the CEO of your finances. I’m your CFO.

You make the decisions. I bring the numbers, the strategy, and the system, so you can lead with clarity instead of guessing.

What we’ll do together:

• understand exactly where your money is going (no more guessing)

• build a clear, personalized financial system that supports your goals

• remove the stress, avoidance, and second-guessing around money

• and create a sustainable path to building real wealth

The CPA Method: Clarity, Planning, Action

My financial coaching is built around a simple three-part method:

• Clarity: we get a clear picture of where you are today and where you want to go, with both short-term and long-term goals.

• Planning: we build a budget and financial plan that fits your actual life, so it doesn’t fall apart in a month.

• Action: we put the plan into motion and adjust as we go, so it works without constant thought or hours of upkeep each month.

You’re busy. The goal is a plan that works for you, not one more thing to manage.

Who this is for

This financial coaching is for women and professionals who earn well but feel like they have little to show for it, who want an expert in their corner, and who are ready to feel clear, in control, and supported with their finances.

What working with a financial coach looks like

You’ll have direct, ongoing access to me for personalized strategy, support, and guidance, so you’re never left trying to figure this out on your own. Sessions are available virtually as well as in person in the Boston / Metrowest, MA area.

This isn’t about tracking every dollar or cutting out everything you enjoy. And it’s not about “just make more money.” This is about becoming the woman who understands her finances, trusts herself with money, and builds wealth consistently over time

The first step is to fill out the application below and we will determine together if this program will be a good fit for you!