About Beyond Money
Financial coaching that’s practical, compassionate, and built for real life.
Beyond Money exists because the financial industry can be alienating at best — and cruel at worst.
Too many people seek help and walk away feeling small, ashamed, or overwhelmed. We built Beyond Money as an antidote: clear guidance, emotional steadiness, and a shame-free space to get your money back under control.
Why we focus on high earners with money stress
A lot of our clients have “successful” lives on paper — stable careers, solid incomes — and still feel stressed, avoidant, or out of control with money. Many are women earning $150k–$500k who:
carry significant consumer debt
have low savings
live paycheck to paycheck
feel embarrassed that money is still a struggle
We don’t believe you’re broken. We believe you need a system that works — and support to stick with it.
Fiduciary standards.
Everything we do together is designed for your long-term flourishing, not short-term fixes or transactional gain. 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 take commissions or have a vested interest in the decisions you make, and never receive a cent beyond your monthly fees.
Long-term support.
Real transformation takes time, and I’m here for all of it. 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. From initial breakthroughs to inevitable setbacks, from visioning next chapters to adjusting as life changes, I walk beside you. This isn’t a quick fix. This is a financial partnership rooted in presence, growth, and trust.
Flexible programs.
Clients start with a 6 month coaching container, wherein we meet bi-weekly for 1 hour, with email and text support between meetings. From there, some people need long-term accountability support, whereas others are confident to implement their new financial plan solo.
I am based in Chicago but work virtually with clients around the country.
What we believe…
YOU BELONG.
We support and celebrate your identity, including ethnicity, race, gender, LQBTQ+, age, nationality, religion, and abilities.
MONEY IS PERSONAL.
You are your own person, with your own history and your own dreams. You will always be treated as an individual, and never given one-size fits all solutions.
IT’S ALL ABOUT BALANCE.
You don’t have to sacrifice enjoyment of life in order to achieve financial health. We can make room in your budget for whatever’s most important to you — shopping, vacations, and all.
YOUR PROBLEMS ARE REAL.
The financial stress you’re feeling is real — even if you feel like you shouldn't have these problems at your income.
INTEGRITY MATTERS.
The financial industry is full of bad-actors and financial scams. To be clear: e never take commissions or referral bonuses.
MONEY IS EMOTIONAL.
It’s about more than financial education and budgeting. You simply can’t heal your relationship with money without addressing the emotional or psychological components.
ADVICE NEEDS TO BE RELEVANT.
Generic budgeting advice often fails in today’s cost of living and modern lifestyle pressures.
MONEY CAN BE GENTILE.
Judgment has no place. My highest mission is to always be a safe place for my clients, so you can explore your money in a compassionate, shame-free container.
THE SYSTEM IS SETTING YOU UP FOR FAILURE.
The economic system is designed to keep you in debt and spending money. You haven’t done anything wrong by getting here and none of this is your fault. But, that doesn’t mean we can’t create anew and build a new future.
More About Kate
I am a Chicago-based financial coach, but you already know that! I spent most of my 20s living in Asia (India and Singapore), and am happy to be back in Chicago, where I’m from, right now. There’s no other place like it!
I’ve been doing financial coaching since 2018, and have worked with 115+ people at my latest count. I’m a Certified Financial Education Instructor (CFEI), certified in the Trauma of Money Method, and am currently pursuing a long-awaited certification as a Financial Therapist (CFT-1). More about that soon, once I pass the test – I am so excited! It’s the best representation of the work I really do.
When I’m not thinking about money, you can probably find me doing one of my many hobbies. Heavy in rotation right now are: hand-weaving, Buddhist meditation, hydroponic gardening, open water swimming, and studying Hindi. Not to be too cliche, but these keep me grounded in the importance of living fully — not just financially, but emotionally and spiritually.
To explore working together, let’s start with a commitment-free intro call. If you’d like to get in touch for any other reason, you can email me at hello@beyondmoney.co or give me a call at 773-490-1277.