Who I Help
I’ve helped people from all walks of life achieve money mastery & specialize in blending personal finance with small business finance.
I help couples and small businesses dial in their personal and business finances and create higher levels of income, reduce their spending and keep more money in the bank.
Many of my clients are leaders, pioneers, and cultural creatives that are interested in doing money in new ways. My process blends the practical step by step approach with a fresh perspective and approach. There is a high level of accountability to show up and create change.
When clients work with me, they learn how to transform their thinking about money, upgrade their money beliefs, radically improve their money behaviors and implement practical financial tools to increase their income, profitability and assets.
I help my clients to strengthen their partnership with money, especially with couples, and help them get on the same page. Then they can grow in the same financial direction and chart a course towards real financial stability and security.
Consistent actions & behavior changes over time will add up in both your wallet and your confidence.
Many times the challenges can feel overwhelming and cloud what is possible. But it is the overcoming them that creates tremendous magic and success.
Financial challenges may fall into one of the buckets below:
clarity
Generating a solid income, but not knowing where any of it is going. Systems may not be in place to provide the clarity for better decision making and fewer emergencies.
savings
Having the intention to save, but spending in the moment wins every time. Savings structures have not been set up yet to harness the power of your earnings.
planning
Time and attention for planning out the finances hasn’t yet been a high enough priority, but it may be now.
cushion
The never enough syndrome — even with a strong income, cushion doesn’t accumulate and so when there is an opportunity to invest in experiences you need to use debt or miss the opportunity.
inspiration
A financial vision for the future that is interesting and exciting is not yet in place, therefore there is not a guiding force that informs your spending decisions.
practical tools
There may be inconsistencies in the money tools you use or you may not be sure which tools to use to get the most out of your money.
magic
You may be learning the teachings of manifestation but not yet getting consistent results. You know there has to be more flow available but don’t know how to create more of it with money.
Trust that with the right mentorship, success in all 7 areas is achievable and healthy ways of earning & managing money becomes the norm.
With consistency, many new outcomes become possible like:
Having a clear spending plan as a guiding force
Savings & income that grow & debt that disappears
Accumulating a robust cushion in the checking account
Feeling inspired by a life financial vision that feels real and not just a fantasy
Knowing which tools to use when, like cash flow management or mindset
And having magic occur in unexpected ways that make you feel less alone
Hiring a financial coach can feel like a risk when you look at it as a short term investment, but I am confident if you apply yourself, over the course of your financial life you will reap huge rewards, in your bank accounts and feelings of self worth.
Here are examples of new outcomes Joetta's clients have experienced.
“Our cherished dreams – my childhood National Velvet fantasy of horse ownership; a family trip to Hawaii paid with cash; owning our home, remodeling our home, golf outings – have all become reality.”
— LINDA AND GEOFF
"I have seen a 300%(!!!) increase in my private practice income, AND my money skills in the areas of budgeting, forecasting, tracking and manifesting have sky-rocketed!"
— Lesley
“Some milestones for us are that we have reigned in the use of credit cards, are paying down debt and already have one card paid off, we bought a car, expanded our cat family, and are able to role-model conscious money spending with our kids.”
— sara & mike
“I feel worthy of receiving and have increased my businesses revenue by 1000% in just 6 months.”
— talia
“We’ve begun tracking what goes in and out in a way that is easy for our respective personalities to deal with, created a yearly budget that aligns with our intentions for where we want our money to go, and delved into some visioning work around achieving our goals and dreams.
Perhaps most significantly, my husband and I now have open, honest, and fruitful conversations about our finances that are incredibly empowering to us both.”
— michelle & saul
“I now have a working budget, savings allocations I’m happy with, and I have increased my income by 32% over the past year.
Perhaps more importantly, we also worked on my attitudes toward money, the value I hold for myself, and building an awareness of a partnership with something greater than myself.”
— aura
When clients choose to go through these financial rites of passage, they have the opportunity to become money practitioners.
By having a practice with money, much like with meditation or yoga, the practice becomes embedded in their life as a consistent, stable thing that increases the ability to manage money in thoughtful, clear, consistent ways.
Because of my extensive experience in business, I offer financial services to support entrepreneurs, ensuring that startup endeavors are well thought-out, and that the numbers align with the vision.
As businesses grow and are ready to uplevel, I provide strategic guidance to enhance the financial systems and structures that support sustainable financial growth.