Balance your life — not just your bank account.
With Beyond Money, you can create personal money habits and values-driven spending to lead your best life now — and plan for an even better future.
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. Money really can be as calm as you’ve dreamed of.
SOUND FAMILIAR? I’M HERE TO HELP
Meet Your Coach
HI! I’M KATE GRAYSON, A QUEER, CHICAG0-BASED FINANCIAL COACH.
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.
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.
Fiduciary standards.
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.
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 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, however long it takes.
Flexible programs.
I offer a range of programming depending on your financial situation and goals, because there is no one-size-fits-all solution to something as intimate as money. Clients generally start on a 3 or 6 month program, wherein we generally meet bi-weekly for 50 minutes, 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.
