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.
RETIREMENT LIFESTYLE COACHING
As a Certified Professional Retirement Coach™, I provide the support you need to clarify your personal vision for retirement - the life you want to live.
I utilize an integrated and holistic approach that considers every facet of retirement—mental, emotional, social, physical, Spiritual, and financial —in service to aligning your retirement savings with your vision and values.
Which service is right for you?
Whether you want to heal your relationship with money, design your ideal retirement, create a hybrid plan, or you're just not sure yet
I would love to help.
Schedule your complimentary Discovery Session below, or try a low-cost Intro Session for a no-pressure way to see what's right for you.
FINANCIAL RECOVERY COUNSELING
Heal your relationship with money
Services Offered
INTRODUCTORY COACHING SESSION
A low-cost way to explore what fits
RETIREMENT LIFESTYLE COACHING
Design a retirement you're excited about