Helping individuals, couples, and business owners replace money worries with financial confidence.

What if you could:

Sleep at night instead of worrying about your money

Create a custom Saving and Spending Plan

Finally pay off that nagging debt

Build money harmony with your spouse

Learn how money works

Set future financial goals and stick to them

Are You Ready for These Results?

"Thank you from the bottom of our hearts. You have a gift in facilitating people through difficult conversations with compassion and in several sessions taken us down a path that led us to clarity in our retirement goal. We would not have been able to do this without you!"

- K&B, Frederick, MD

"For twenty years - as a couple - we were individually spending money without thinking of how it was coming out of a combined bucket. Jane helped us understand our spending triggers, weaknesses, and personalities. We are now confidently addressing our current financial situation and looking forward to the future using our new found Jane-tools."

- D.A., Adamstown, MD

"Jane Helm, our Money Mentor = Financial ZEN. No kidding! We feel more secure with the knowledge that Jane helped us realize, and we feel more confident about budgeting and planning our financial path. Our new motto is 'What would Jane say?'"

- J&G, Jarrettsville, MD

"(F)rom the first introductory call to the final session, Jane was professional and her methodology to get us on track was an eye-opener and very effective. She has allowed us to correct the behavior and get on a plan to eliminate our debt. Never judgmental and a pleasure to work with. Truly a great coach."

- R.A., Adamstown, MD

"In our marriage, my husband and I didn't talk about money or goals.  This led to lots of arguments and tears. Through Jane's expert coaching advice coupled with her total acceptance of our finances without any judgment, we now have a monthly budget and a plan to get out of debt while adding to our savings.  We couldn't have done it without her.”

- K.D. Bradenton, FL

"Pause...the best 5 letter word I could have ever learned. Jane got me on track with my finances with the help of this little word. I’m more secure with my budgeting and spending and have never been so happy. Once your finances are in check all aspects of your life come together. THANK YOU doesn’t say enough!!!"

- D.R., Frederick, MD

"We hired Jane to work with our adult child who was getting into trouble with his money. Jane has a unique ability to communicate with him and has proven her skills in making a positive impact on his finances. Thank you, Jane!"

- S.D. Urbana, MD

One-on-One Coaching

Overcome roadblocks and set up a personalized plan that works for you.

Read More

Corporate Financial Wellness

Boost productivity and profits by providing Financial Wellness programs to your staff.

Read More

Leaving a Legacy

Give you and your loved ones a peace of mind.

Read More

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!