Hey, I’m Suzy.
Stop dreaming, start doing! I’m a certified financial educator and host of the Wander Slow Family Travel podcast – and when I'm not wearing those hats, I'm a mom, travel planner, and unapologetic money nerd.
I empower families to build robust financial plans that turn travel aspirations, education goals, and lifestyle dreams into reality.
Let’s ditch the financial stress and build a roadmap to your success. Your adventure starts now – let's connect!
My Approach
Family Centered
Every family and financial situation is unique! I take time to get to know you, your family and your complete financial picture, including your distinct travel and lifestyle goals.
Personalized
Your financial plan gives you clarity and confidence to make your future goals a reality. Together, we create actionable plans that fund your adventures and build a life rich in experiences.
My Services
Initial Coaching Session: $79
Includes:
Sheets trackers to compile your finances
Forms to detail your family travel goals
One hour video coaching call to discuss your financial plan.
Follow Up Coaching Session: $49
Includes:
One hour video coaching call
Group Coaching
Coming soon!
FAQ
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First, I’m glad you’re here! Please review the ‘What to Expect’ FAQ. When you’re ready to book a coaching session, click on the ‘Book’ button! I look forward to meeting you!
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Once you book an initial coaching call, you will receive the Sheets Trackers and instructions to fill this out. Set aside an hour of your valuable time to complete these Trackers! You need to know where you’re starting in order to create a plan to where you want to go!
Next, complete the Forms to tell me more about your goals and what you’d like to get from our session. Then make sure you’re ready for our video call so we can jump right in!
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Initial coaching sessions are $79. This includes the Trackers to compile your financial picture, the Forms to finetune your travel and lifestyle goals and the one hour video coaching call to discuss your financial plan.
Follow up coaching sessions are $49. This includes a one hour video coaching call to discuss any changes or updates to your financial plan.
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This is up to you! Many clients find that an initial coaching session gets them heading in the right direction and others decide they want to check in monthly as their situation changes.
You can only book for the initial session as well!
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I’m a certified financial educator with over 10 years of formal and self taught education in the personal finance side. I’m also a mom who created a life of travel for our family and I love helping others do the same!
Podcast Time.
On Wander Slow Family Travel podcast, we explore both our travel journey as well as the unique and varied paths of families making their own travel and lifestyle dreams a reality.
We also chat with worldschool leaders and hub creators to learn more about the many ways to build community and educational opportunities in family travel.
