Financial Coaching

We are not certified financial professionals, 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, we’re just regular people who figured out how to manage our own money and retire early and we’re willing to share our experiences and ideas.

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 numbers in detail. We don’t replace the importance of working with financial professionals like a fee-only CFP and a CPA (or even a CFA if that’s what would help you most) and we encourage everyone to double check their financial plans with certified professionals.

Having people you can talk to about money makes a huge difference, so feel free to send us an email at alix2aoc@gmail.com. And if you want to play Money Crush with us you’ll need to fill out this data collection sheet so we can build your numbers into our coaching spreadsheet.

Our time as money mentors and financial coaches 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. You can choose your own donation amount, even if it’s only $5, and you can donate to the organization of your choice. If you want our input on where to donate some of the organizations we support are linked below.

Want to Work on Your Own?

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…

“We have so much gratitude for the time you’ve invested in our FI success. We’ve learned so much in the few hours we’ve spent together! And thank you for challenging us – I feel like we’ve come so far in a short amount of time. You are a bright and beautiful light in this little FI community.”

Base Hits

“We just looked at each other after the call last night, amazed at the comprehensiveness and complexity of the work you have done for us. You have gone so far beyond anything our financial planner ever did for us. It is as though he was into financial planning for himself and his office, and you are into financial planning for us. Amazing. We’re so grateful.”

Willie’s Great Adventure

“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 in the Wind

“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