Upward Personal Finance LLC

About Us

We help women to be confident and in control of their financial lives.
Upward Personal Finance is a personal finance consulting and coaching firm for women. Since we are a woman-owned business, we understand your perspective. We focus on the unique needs and concerns of our female clients and speak your language. We operate with a “No shame. No blame.” philosophy. Our approach is designed to get at the heart of:
Realizing why money is important to you and understanding your values around money
Identifying your prioritized financial goals and setting action items to reach them
Partnering together to create a simple plan and reach your value-based goals faster