Financial Coaching

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

We love spreadsheets and crunching numbers. We love talking about money with other people and enjoy sharing ideas about handling debt, investing, and managing money for others to consider. We used to be very active mentors during our careers and now that we’re retired we want to to keep offering ourselves as mentors and coaches and friends to other people. And we’re also determined to keep learning from others as well.

Our parents didn’t talk to us about saving and investing when we were kids. As a couple we set financial goals for ourselves and accomplished them together. If you’re like Alison, talking about money might remind you that many families think talking about money is taboo. If you’re like Ali, talking about money might remind you that many people struggle with money shame and emotional money baggage. Secrets and shame are counterproductive and contribute to limiting beliefs in personal finance. It’s ok to talk about money!

In 2014 when we first heard about the FIRE movement we looked for women, people of color, and LGBT+ people to inspire us. And we had a hard time finding very many people among the highlighted voices that we could relate to, but we did find a few friends and mentors. The FIRE movement has grown exponentially since then and today there are many diverse voices within the FIRE community. We are proud to be among those voices.

Taking control of your money and learning about financial independence 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. Sometimes we exchange dozens of emails with someone. Sometimes we have one call or video chat with a person or a couple. Sometimes we crunch numbers and work on spreadsheets with people. And sometimes we have ongoing monthly video chats and become friends in real life. There are tons of options!

If you want to talk to us about reaching your own version of financial independence you can send us an email at alix2aoc@gmail.com. We don’t accept money for our time spent during financial coaching, but we do offer the names of charities we support and really appreciate it when donations are made that help others.

Just Want to Get Started?

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: