Accessible Financial Coaching to help you feel rooted in your financial life
Have you ever felt ashamed of your finances?
Most people have, but at Take Root Financial, I approach financial coaching with radical acceptance. That means whoever you are, whatever financial decisions you have made, I accept you, and do not believe your finances define you.
We exist within a brutal, exploitative, and discriminatory financial system that creates an artificial sense of scarcity. I want you to have the tools and clarity you need not only to survive this system, but to thrive in it until we’ve replaced it with a better one. I want you to feel rooted financially so you can grow towards your goals with confidence.
Get Rooted - Become a Client!
12-months and beyond of 1-on-1 hands-on coaching and advocacy via Zoom and email.
We will begin with 3 sessions to dig into what is most important to you, how you personally relate to your finances, where you are and what your goals are. We take things one step at a time across various exercises, and don’t even begin to look at the numbers until our third call.
After those first 3 sessions we meet monthly to check in on your progress, accomplish tasks together, answer questions, and continue the implementation of your action steps throughout the year. Some folks choose to leave after the first year, and some stay on longer - it’s up to you!
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There is a monthly sliding-scale income-based fee:
INDIVIDUALS -
$400-$700/month
COUPLES -
$500-$800/month
Just want to schedule a one-time call so I can answer your questions during a 45-minute coaching session?
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Pay what you can beginning at $25 for your first call
Subsequent calls are $150 each
Hi, I’m Sam
I’m a CERTIFIED FINANCIAL PLANNER® and Accredited Financial Counselor®.
I was immediately hired, which I later came to understand was due not just to my prior experience, but also the privilege of the identities I hold.
After about 8 months, my employer sent me to school to take the prerequisite classes to register for the CFP® exam. All throughout the classes I would learn things that made me think to myself, “if only I’d known this I could’ve helped my family.” That’s when I realized I could use my position in this profession to help people avoid some of the financial disasters I couldn’t help my family to avoid.
I kept my head down and stuck it out with that first company for 5 years, and that’s when I found Brunch & Budget, the company where I spent the next 5 years - finally a place where I could be myself with clients, and be honest about the realities of our exploitative financial system.
When the company sadly shut down, I decided to start Take Root Financial so I could keep working with the amazing people I get to work with every day.
When we put financial power into the hands of more people, we will begin to see the tides rise in favor of racial, social, and ecological liberation. I am committed to that future.
I am a lifelong New Yorker, environmental justice advocate, and I’ve spent much of my adult life studying anti-capitalist, feminist, and abolitionist theory. I am happiest in the mountains on a trail somewhere, or foraging for berries in Central Park.
I never intended to stumble into the financial services industry, but when my parents went through a rough patch back in 2014 I knew I needed to step up and get a job that paid enough so I could help out. A friend of a friend knew someone who was hiring at a Wealth Management firm, and asked if I’d like them to share my resume. I didn’t even know what that was, but I needed a job so I agreed.
