Financial Services

Finance with Barbara

Empowering financial growth through personalized guidance

Request a Consultation

Services

What I Offer

#1

Speaking Engagements & Workshops:

Are you looking to empower your team, organization, or community with essential financial knowledge? My inspiring and informative speaking engagements and workshops are tailored to deliver practical insights on a range of financial topics. From fundamental budgeting and debt management to homebuying and estate planning, and cultivating a powerful mindset shift from scarcity to abundance, I demystify complex financial concepts.

Financial Coaching

Navigating your financial landscape can be overwhelming. My one-on-one financial coaching provides personalized guidance and actionable strategies to help you define and achieve your unique financial goals. Each virtual session is approximately 45 minutes, offered with flexible hours to fit your busy schedule. I offer a supportive, non-judgmental environment where I’ll assess your current situation, and crucially, help you cultivate a powerful mindset shift towards abundance, moving beyond any limiting beliefs about money.

#3

Other Services

Wills, Trusts & Funeral Concierge: Empowering You to Plan Your Legacy and Provide Peace of Mind – Planning for the future means ensuring your wishes are honored and your loved ones are cared for. I provide invaluable support and guidance as you navigate the process of creating your essential legacy documents, such as wills and trusts. I’ll walk you through the steps to help you understand your options and complete the necessary paperwork to clearly articulate your directives for your assets, aiming to provide your family with financial clarity and peace of mind.

Life Insurance: Safeguarding Your Loved Ones’ Future – Life insurance is more than just a policy; it’s a promise to protect the financial well-being of those who matter most. I help you understand the various types of life insurance and determine the coverage that best suits your unique circumstances and financial goals.

What My Clients Say

Barbara has been my money coach and financial guru for the last 10 years. She has helped me through a wide range of hardships including bankruptcy, debt management and budgeting.

Christina Senior Graphic Designer

Barbara is an excellent presenter. She is clear and concise and the pace was perfect. Will attend future webinars because of this positive experience.

WilliamUniversity of Oregon

Very informative! Instructor made things very clear and understand. I’m just starting to plan this complicated process and this was an amazing start

JohannaLarimer Co

Request A Consultation

Ready to Take Control of Your Financial Future?
Connect with me today, let’s discuss how Finance with Barbara can help you build a more secure, confident, and prosperous financial future.

¡También ofrezco servicios en español! Services also available in Spanish!