As a Money Coach, I help people committed to justice and a more equitable world shift their relationship to money and develop a giving plan that reflects their values.
As your coach, I provide guidance and personalized support to help you take charge of your money, and move from avoidance to action to realize your vision for wealth redistribution.
I help you work through questions like:
How much should I spend, save, and give away?
How do I set up a budget?
Is it possible to invest my money ethically?
How do I talk to my family about my decision to redistribute my inheritance?
At the end of our time together, you’ll have a plan you feel great about—and you’ll feel a greater sense of agency, clarity, and alignment.
In Hebrew, shuva means “return.” I believe that there are enough resources on the planet to meet everyone’s basic needs. However, inequality, structural racism, and other structures of extraction have kept wealth in the hands of the few. When those of us with more than enough money return our wealth, we return to ourselves.
To read more about some of the ways I think about money and redistribution through the lens of my own values, check out my piece, How the Jewish Year of Release Can Shape our Giving in 5782.
Money Coaching
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Money coaching walks you through a step-by-step process of articulating your vision and values, looking holistically at your financial situation, and helping you create a meaningful plan to redistribute a portion of your wealth and/or income.
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All kinds of people!
You inherited wealth from a family member, or turned 18 and discovered a trust in your name
Your parents or grandparents gifted you the down payment on a home, and now your savings account isn’t earmarked for anything
You grew up poor or working class but now earn more than you ever dreamed of
Your relationship to money feels tangled up with your Jewish identity and ancestral trauma
You and your partner grew up with different class backgrounds or relationships to money, and you want to develop a shared approach to giving
Or, your story might be very different.
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As Jewish chaplain and educator, I love bringing Jewish teaching into coaching when clients are interested. I am also dedicated to working with Jews to unpack our complex ancestral trauma, and the sometimes contradictory ways money and wealth have enabled our families’ survival—and been used against us.
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My coaching package includes 6 months of biweekly meetings, for a total of 12 one-hour sessions. After the initial 6 months, we meet once each quarter over the following year to check in, adjust your plan, and respond to any questions that arise. As your coach, I’m also available by phone and email between sessions. I also offer 3-6 month packages on a case-by-case basis. To get started, or to learn more, please schedule a free 45-minute discovery call below.
I’ve worked in tech for five years now. Over that time, I’ve seen my planned giving - both in time and money - diverge more and more from values of social and economic justice.Then I met Liz. She created a safe space for me to solidify my values, rethink how much I need to be happy, and project how much I can actually give. We turned my general malaise into concrete giving plans. I’m already living a more values-aligned life, and it’s all thanks to her.- Matt V.
Liz’s coaching and witnessing met me exactly where I was— in a place of insecurity and paralysis— with an extraordinary amount of patience and support. After 3+ years of working with my inherited stories as a Jew with class privilege (and continually feeling stuck and unable to move forward), Liz guided me through practices that enabled me to honor the pain/grief/trauma I held and get to a place of readiness for action. I now feel confident to take the next steps on my money journey with a clear understanding of my needs rather than acting from a place of fear.- Lila R.
As someone committed to meaningful and significant redistribution, and acting from a Jewish foundation, I had been seeking someone to ask me good questions; help me sharpen my articulation of my values and commitments; understand why those commitments are important to me as a Jew; and help hold me accountable with trust and care. I'm really grateful that in working with Liz, I've found so much of what I have been seeking.- DD Klionsky