Financial Coaching

We are not certified financial professionals, and nothing we discuss is professional advice. For more information please read our Disclaimer.

We love spreadsheets and crunching numbers, and we really love talking about money with other people. We both used to be very active mentors, coaches, and trainers during our careers and now that we’re retired we want to to continue using those skills to support others. If you’re looking for someone to talk to about money who isn’t trying to sell you anything, you’ve come to the right place. We aren’t certified financial advisors so we don’t give advice, but we do offer suggestions and ideas. We’re just regular people who figured out how to manage our own money and retire early, and now we enjoy sharing ideas about handling debt, investing, and managing money for others to consider.

Here’s lesson #1: It’s ok to talk about money! Taking control of your money can be inspiring and empowering. Every time someone contacts us to talk about personal finance we realize how much we get from those conversations ourselves. What do our financial coaching sessions look like? It depends on what you’re looking for.Some people want to bounce ideas off of us because they literally have no one else in their lives to talk to about money. Other people want to crunch numbers in our calculators to test some allocation and withdrawal strategies. Some people want to exchange a few emails or even a few dozen emails with us, and others want to interact more personally with video chats.

Again – we aren’t selling anything and we don’t accept money for our time now that we are retired. Our time as money mentors, financial coaches, and lesbian FIRE aunties is given freely as part of our personal giving plan. But we do ask that you make a donation to help others in exchange for our time with you. You can choose your own donation amount, even if it’s only $5, and you can donate to the organization of your choice. But if you want our input on where to donate we offer the names of charities and social justice organizations that we support because of their efforts to support women, people of color, and members of the LGBT+ community. We support small/local community organizations as well as larger national organizations and a few of the organizations we support are linked on this page.

You can contact us if you have one simple question, and you can also contact us if you want to go through all of your accounts and talk about your portfolio in detail. There are tons of options and it’s really up to you. We don’t replace the importance of working with financial professionals like a fee-only CFP, a CPA, or even a CFA if that’s what would help you most. We encourage people to double check their financial plans with paid and certified professionals. Information is power and having people you can talk to about money makes a huge difference, so if you want to talk to us about your personal finances just send us an email at alix2aoc@gmail.com.

Want to Work on Your Own for Now?

Read these books:

Listen to these podcasts:

Watch these YouTube videos:

Put your goals and plans together in this file:

Plug your numbers into these tools:

And write your money story!

Some feedback from our coaching sessions…

Great news, [we] have made large strides in our financial journey discussions, since the 4 of us last connected, and I really want to thank you both for that. Sometimes, just that human connection with people who’ve done it like yourselves, helps us in ways that no book or blog could ever do. I could not have imagined a better outcome… So THANK YOU!

Women on the Wind

It was so great to meet you. We can’t thank you enough for your time and invaluable advice and coaching. We were blown away by the calculator / spreadsheet you created. We have much to talk about, ponder and work to do, but we’re on our way.

Willie’s Great Adventure

Thanks to you, I finally have a financial plan and strategy. I can’t say how much both of you have touched me. You really have. Seeing the spreadsheet really helped me visualize the future.

Worldly Woman

Your approach to the complex financial aspects of retirement, money management, FIRE or otherwise, is genius! Thank you both for sharing your experiences and knowledge with us! Sincerely, Forever AOC Fan Girl.

Chasing 72′

It was great connecting with you both, and even through Zoom your energy is tangible. I am grateful for the many aha moments our conversation generated, and it will certainly propel us forward. Thank you for being so generous with your time and sharing so freely.

DC Money

Thank you for all of the input on getting out of debt! Also, I have really enjoyed bouncing ideas around with you and getting your input on all of my wild thoughts about different jobs and new business ideas I could get into.

Run Wild

You have inspired me to start focusing on saving and investing and planning for retirement, and I’m grateful for your input on investment options. I’m also grateful for the inspiration and advice about following my own hopes and dreams.

Aussie Gal

Since I last saw you a year ago, I’ve paid off all of the 85k I had in debt and am now at a point where I can save 60%+ of my income. I’ve been getting acquainted with the blogs, books, podcasts, etc in the FI community. If I hadn’t met you, I may have never discovered FIRE. I cannot thank you enough. You helped me discover a path that gives me not only a sense of strength and security, but also joy about the future I’m thoughtfully creating.

Single Mom with Rainbow Kid: 

My 401k Rate of Return is currently over 17% this year! It’s been fun to watch that gradually get a bit higher since you helped me reallocate funds earlier in the year. We really appreciated chatting with you guys. We’ve somewhat felt lost the past several months with trying to figure out what to do, but it helps talking it out with others. Moving to a new home is what makes the most sense right now, just have to get my heart there. We appreciate all of your advice and help!

Two Moms & Two Kids: