FINANCIAL COUNSELING + RETIREMENT COACHING
I work with individuals who are ready to create a clear, conscious relationship with money — one that resonates with who you are, reflects what is most meaningful to you, and aligns with the future you want to build.
Are you ready to align money with meaning to create a life you love?
Hello, I’m Dana!
I believe money is our most valuable partner in creating and living a richer life - a life of greater value, meaning, and purpose.
Let’s create yours together.
Dana Conley, M.A., Certified Financial Recovery Counselor™ and Retirement Lifestyle Coach
When you consciously choose to align your money with your vision and values, you don’t just change your finances—you transform your life.
FINANCIAL RECOVERY COUNSELING
As a Certified Financial Recovery Counselor™, I provide the guidance, tools, and support you need to recover, heal, and take charge of your financial future.
I utilize a holistic approach that addresses the practical and emotional sides of money so you can experience greater calm, clarity, and confidence in your relationship with money.
My approach has been shaped by my love of learning, commitment to personal and spiritual growth, holistic healing background, as well as my own previous struggles with money.
RETIREMENT LIFESTYLE COACHING
As a Certified Professional Retirement Coach™, I partner with you to identify your values so you can create a vision for your ideal retirement lifestyle. Together we'll design an inspiring and grounded plan of action to support you in transitioning into this next phase of your life.
I utilize a holistic approach that considers every facet of retirement—mental, emotional, social, physical, and spiritual—in service to aligning your money with meaning, so your financial resources support the life you love.
My approach has been informed by my counseling background, my own retirement planning journey, and the knowledge and wisdom shared by my friends, mentors, colleagues, and clients.
Which service is right for you?
Whether you wish to recover, heal, and transform your relationship with money, intentionally design your ideal retirement lifestyle plan, or create a hybrid offering to meet your unique needs,
I would love to be of service to you!
Schedule your complimentary discovery session below to explore the options available to you and determine which service is right for you.
Financial Recovery Counseling
Services Offered
Introductory Coaching Session
