Balance your life – not just your bank account.

With Beyond Money, you can create a new value-driven financial plan to lead your best life now — and plan for an even better future.

I offer trauma-informed financial coaching to people who want more out of their life. Who are ready to change their financial patterns and create a new relationship with money. I don’t believe that money’s just about the dollars and cents…if it was that simple, we all would have figured it out ages ago, right?

To that end, we engage with your finances holistically — addressing everything from your family’s financial history, to your felt nervous system responses, to your monthly expenses — to get to the root cause of your financial behaviors. (Think, part therapy and part financial planning.) Only then can you sustainably create anew and build a new financial future for yourself.

I promise, a brighter, healthier, and more balanced financial life can be in your future.

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Balance your life – not just your bank account.

Beyond Money is for anyone who has…

Tried and tried to change their spending, savings, and debt patterns. You know everything you ‘should’ be doing, so why isn’t it working?

Struggled to escape the cycle of paying off and re-accumulating debt. You earn a good income, but feel like you don’t have anything to show for it.

Felt like they want something different out of life, but is unsure how to make that financially feasible. Ready to create a new future for yourself?

Experienced overwhelm wrangling all of their short and long-term financial goals into one streamlined plan. It really can be as calm as you’ve dreamed of.

sound familiar? I’M here to help!

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Meet Your Coach

Hi, I’m Kate Grayson! It’s so great to meet you -- and I hope you’re ready to jump into all that Beyond Money has to offer!
I started Beyond Money simply because I believe that with accessible guidance and transparency about finances, you can create the life that you want. No matter what stage you’re at in your money journey and what your goals might be, it’s never been more important to discover how to spend and save wisely -- so that your money can take you where you want to go.

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TRauma-informed financial coaching

Change that lasts

Creating a financial plan is not the whole solution. If it was, you would have figured your money out ages ago, right?

Beyond Money’s financial coaching program is specifically designed to help you get to the root cause of why you are the way you are financially — and facilitate you creating a new financial future for yourself.

We keep a dual focus on the practicals of money (think spending, savings, debt, and investing) and the psychological components (your financial history, trauma, and patterning) so that you can create tangible, lasting change that will set you up for long-term success.

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No commissions taken, ever.

Beyond Money doesn’t sell insurance or offer investment management services — instead, we’ll focus on your bottom line, and you can rest assured that everything we do together is in your best interest. We don’t have a vested interest in the decisions you make, and never earn a cent beyond what you pay in monthly fees.

Long-term support.

I work with all of my clients for at least a year. Finding fast progress can be easy, but as you’ve probably seen in your financial yo-yoing — it’s sticking to sustainable, long-term change that’s hard to come by. I’m here as your financial support system at every stage…from the fun, early wins, to the setbacks and triggers that’ll come up, to the changes in priorities as life ebbs and flows. I’m here for you every step of the way, and we’ll reach your dream financial life together.

Flexible programs at a fixed cost.

There is no one-size-fits-all solution to something as intimate as money. Together, we’ll figure out the cadence of meeting and communication that works best for you. (Some people like a lot of face time! Others want to get on with their lives! Both are okay.) We’ll usually meet once or twice a month, for 30 or 60 minute meetings, with email support and to-dos in between sessions. It’s a flat fee of $500/mo for the year.

Here’s what just a few amazing clients are saying about Beyond Money!

Testimonials 3

Working with Beyond Money has been a life-changing experience. I initially dove into it thinking "let me get my finances together" but it has been so much more. For most of my life my relationship with money has been defined by guilt, shame, and extremes. I constantly thought, "I am a smart, reasonable person, why am I like this?" Through Beyond Money’s program, I was able to demystify and unpack my difficult relationship with money...and achieve my personal and financial goals in ways I never could have done alone.

- Alicia Q.

When I went from freelancing to landing a salaried job in tech, I wanted to make sure I was smart about my new higher income. From the get go, Kate was professional, direct, and open. She listened to all of my money worries without judgment and made me feel comfortable being vulnerable about my finances. She kept me accountable and confident about saving (and spending!) for the first time in my life.

- Anna R.

My experience with Beyond Money has been nothing short of amazing. Like many people, the last year has been incredibly stressful and having such an awesome money coach was a huge mental relief for me. It's kind of hard to imagine not being able to work with them now.

- Phil P.

At Beyond Money

Your financial future will be well taken care of

On average clients see:

31K net financial growth

18K in consumer debt paid off

12K added to savings accounts

55 point increase in credit score

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