Personal Finance Coach

Your money,
finally
working for you.

Budget audits, financial planning, and money education for individuals who are tired of guessing. Based in San Diego, serving clients nationwide.

Get Started — $50 See Services

$50

Budget Audit

48hr

Turnaround

100%

Custom Plan

Hidden Fees

Most clients find $200–500/mo they didn't know they were losing within their first audit.

Budget Audits Debt Payoff Strategy Savings Planning Financial Education 90-Day Action Plans Cash Flow Analysis Emergency Fund Planning Spending Optimization Budget Audits Debt Payoff Strategy Savings Planning Financial Education 90-Day Action Plans Cash Flow Analysis Emergency Fund Planning Spending Optimization

Services

Three ways I can help you right now.

Whether you need a one-time snapshot of where your money is going or ongoing coaching to hit a real financial goal, there's a starting point for you.

Budget Audit

$50 flat

You send me 2–3 months of statements. I analyze every dollar, identify the leaks, and hand you a clean budget with a written action plan in 48 hours.

Full spending breakdown by category
Identified savings opportunities
Custom Google Sheets budget
Written 1–2 page summary + next steps

From overwhelmed to a plan
in four steps.

→

Book a slot

Pick a time that works for you using the Calendly link. No pressure, no sales call — just a straightforward intro.

→

Fill the intake form

A short 5-minute form covering your income, goals, and biggest money stress. This lets me show up prepared.

→

I do the work

For audits, you share statements and I deliver within 48 hours. For sessions, we meet and you walk away with a real plan.

You execute

You get a concrete, personalized plan — not generic advice. Every deliverable is built around your actual numbers.

Testimonials

What clients are saying.

Real results from real people. More testimonials coming in — be among the first clients and get a discounted rate in exchange for an honest review.

I had no idea I was spending $340 a month on subscriptions I forgot I had. Beckett found it in the first pass and built me a budget that actually made sense for my life.

— J.M., 23, Hospitality Worker

Early clients get discounted rates.

About

Finance knowledge that's actually accessible.

I'm Beckett — a finance major at SDSU. I've spent years studying financial systems, budgeting frameworks, and what actually makes the difference between people who get ahead financially and people who stay stuck.

I started coaching because the advice most people need isn't complicated — it's just not delivered in a way that's affordable or personal. A $50 budget audit shouldn't require a $200/hr advisor. I'm here to change that.

Everything I do is educational in nature. I'm not a licensed investment advisor, and I won't pretend to be. What I offer is real financial clarity, a second set of eyes on your money, and a practical plan you can actually execute.

🎓

Finance Major — Mesa College

SDSU · Class of 2026

📊

SIE Exam In Progress

Securities Industry Essentials · FINRA

💼

Banking & Member Services

🏦

Future RIA Founder

Building toward Series 65 & independent advisory practice

Disclosure: I am not a licensed financial advisor or investment professional. All services are educational in nature and do not constitute personalized investment advice. Coaching and budget analysis are provided for informational purposes only. Always consult a licensed professional for investment decisions.

Your money,finallyworking for you.

Three ways I can help you right now.

From overwhelmed to a planin four steps.

What clients are saying.

Finance knowledge that's actually accessible.

Ready to know exactlywhere your money goes?

Your money,
finally
working for you.

From overwhelmed to a plan
in four steps.

Ready to know exactly
where your money goes?