Begin Your Financial Wellness Journey Today
Upward helps individuals and families improve their financial lives through better credit, budgeting, and spending habits. All you need is the information and a simple game plan.
Struggling with a low credit score that keeps holding you back
Young adult and not sure where to start your credit and finances
Feeling stressed and overwhelmed by finances
Does this sound familiar?
You’re not alone.
Many people were never taught how to manage their
credit and their money in a practical way
— but that’s exactly what we help you do.
Imagine a future where:
✅ Your credit score is climbing and opening new opportunities
✅ You finally feel in control of your money — not the other way around
✅ You have a clear plan for your financial future
At Upward Financial Wellness, we help you get there — one simple step at a time.
Improving your relationship with money
One of the greatest gifts we can give our kids or grandchildren is a head start on financial health and that starts with smart credit and budgeting decisions. We’ll get you ready for these inevitable decisions that come with being an adult. If it’s helpful, Mom/Dad/Grandparents are welcome to sit in on this valuable content with your teen/college student!
Budget & Credit Coaching Plan
Designed for those whose spending and budgeting habits might contribute to their inability to pay bills on time or live a healthy financial life.
So you’ve had some credit hiccups-and that is ok! Maybe you’d like to buy a home. Or you just want to minimize the amount of interest you pay on your auto loan or credit cards. Once you understand some very important credit basics, you’ll be prepared to correct those errors, see the improvement you deserve, and finally meet your financial goals!
Credit Improvement Plan
Perfect for those looking to understand and improve their Credit, specifically those with past or current credit issues.
Sometimes, a positive change in our credit requires a change in our behaviors as a consumer. In these times of rising costs and inflation, it’s more important than ever to watch where our dollars are spent.
Let’s look at your entire financial picture-spending, savings, and credit- and give you a personalized improvement plan that works for YOU!
Creating a plan that works for you
Through my personalized financial coaching, I’ll work alongside you to create a step-by-step plan for financial wellness—combining credit education, budgeting strategies, money management tools, and practical guidance to help you reach your goals with confidence.