Ledgeview Financial Coaching exists to shine a light on the personal finance topics people tend to skip past — real budgeting, what debt actually costs you, and retirement projections that turn saving into an actual plan.
I learned most of this the hard way, making the same mistakes with money that most people make, long before I ever coached anyone else through them. After years of research and hands-on practice, I found a real passion for helping people put a plan together and feel confident that, if they do the work, they’ll get to the finish line — financially.
Eight rules, blending the Financial Order of Operations with the debt snowball — built around the one debt that stresses you out most, not just the math. You keep a working spreadsheet system long after coaching ends.
Note — Heading Check involves a 90-minute live working session with a detailed analysis/plan within 48 hours of the session that's yours to keep.
Honest feedback is how the coaching gets sharper — and a few plain words from someone who’s done it help the next person decide whether this is for them. Nothing appears on this page unless you tick the box, and your email address is never published.
Wisconsin-based. Excel-built systems you keep. Calm, structured, and direct — not motivational fluff.