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Personal finance coaching

Your money,
clarified.

I'm Jaxon — I'll help you build a budget that sticks, pay off debt, and plan for a retirement you can actually picture. It starts with a coffee on me. It ends with you calling the shots — on your money, your goals, your future.

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Serving Boise · Meridian · Eagle · Nampa · Caldwell

What we offer

Three ways we can help.

Budgeting

Not sure where your paycheck actually goes? We'll map out where every dollar was spent over the last few months, then build a budget that keeps you on track. Budgeting doesn't have to be stressful.

The goal: a budget you'll actually keep.

Debt payoff

Tired of watching dollars disappear into credit cards, car loans, or that lingering student debt? We'll build a payoff plan with a real timelime. Get back to building for the future, not just keeping up

The goal: your money, back in your pocket.

Retirement planning

Saving and hoping for the best? We'll run real projections, show you the gap, and build a plan to close it. No products to sell, just clear math and a plan to retire on your terms.

The goal: a retirement date you can circle.

Don't see your situation?

These three are just where most people start — not the whole menu. Whatever's on your mind, the first coffee's on me. Let's talk it through.

How it works

Four steps to a plan that fits your life.

  1. 01

    Coffee

    We start with a meeting at a local coffee shop. You tell me about your goals, I share how I can help. No spreadsheets, no commitments.

  2. 02

    Plan it

    You hand me the numbers; I build the plan — budget, debt payoff, retirement. We walk through the details together and tune until it fits.

  3. 03

    Walk it

    This is where you take the wheel. We get the right tools in place and walk you through a gameplan for the first month. You run it from here.

  4. 04

    Live it

    I'll check in by text along the way, and we'll meet in person around two months in. We celebrate the wins and adjust whatever isn't working.

See the full process →

Photo of Jaxon & family

Meet Jaxon

I've been where you are.

When my wife and I graduated college, we lived on a single, $57,000 income. We weren't in debt, but we weren't really saving either. We were budgeting on vibes. Every coffee, every gas fill-up came with a quiet worry: can we really afford this?

So we built a budget. Within months, we were giving 10% of our income to our church, putting 3% toward retirement, saving 7% for a house — and still went on an Alaskan cruise for our anniversary, debt free. The budget didn't limit us. It freed us.

I'm here to help you do the same.

Read my full story →

Frequently asked

Have questions?

Are you a financial advisor?

No. I'm a personal finance coach, not a financial advisor. I can teach you the basics of investing and help you build a plan to retire on your terms, but I don't sell financial products or recommend specific investments. That's a deliberate choice — advisors are incentivized to sell you specific products. I'm not.

I care far more about getting you to financial freedom than about which products you pick. That said, smart investing is part of the picture, so I'm happy to give general guidance on how to approach it and what to consider — just not which fund to buy.

Why should I trust you with my money?

Fair question — and I'm glad you're asking before handing me your bank statements. My day job is numbers: I work as an analyst at for an investment firm on Wall Stret - 40 hours a week in Excel building financial models and reconciling statements. So the numbers in a personal budget are familiar ground for me — it's what I do all day, and I genuinely enjoy it.

But the part that matters more: I've lived this. When my wife and I built our first budget, it changed everything — we went from constant money stress to actual freedom. I want to help you do the same.

What if I'm embarrassed about my finances?

There will be absolutely no judgment from me. Whatever your financial situation, there's a path to freedom and peace. But it's a hard path to walk alone and I'd be honored to take the journey with you. The hardest part of getting your finances under control is starting, so please, reach out.

How much does it cost - is this a subscription?

It's a one-time fee, never a subscription. I'd rather build you a plan you can run on your own than keep you paying me month after month. Most "financial wellness" services bill you forever — that model rewards keeping you dependent. Mine rewards making you self-sufficient.

That said, some people know they'll drift without someone checking in. If that's you, ongoing accountability and check-ins can be arranged — it's just the exception, not the model.

What if I'm not in the Treasure Valley?

Reach out! My model is built around in-person meetings, but that's not the only way to do it. If you're comfortable working through your finances remotely, I'd be glad to help.

Read all FAQs →

Ready to grab that coffee?

No spreadsheets, no laptops, no commitments. Just a conversation about your goals and how we might be able to help.

Let's talk →