Financial Coaching & Workshops

Budgeting is not restriction,
it's intentionality & agency.
Let's honor that.

Financial wellness isn't just about numbers. It's about your story, your values, and understanding the systems designed to keep us confused. I help you reclaim your financial power with clarity and compassion.

Emotion-First
Values-Driven
Safe & Inclusive
Daniel Sotelo-Reiner, Financial Wellness Coach

Hi, I'm Daniel. I help individuals and organizations build financial clarity through emotion-first coaching and practical budgeting tools.

Financial Wellness Coach · Free first consultation

A Different Approach to
Financial Wellness

Emotion-First

Your money story is tied to your emotions, experiences, and identity. We start by honoring that truth, not ignoring it. Understanding your relationship with money is the first step to changing it.

Every Dollar Has a Job

Using zero-based budgeting, we assign a purpose to every dollar you earn. No money sits idle or gets lost. This simple but powerful method gives you complete clarity and control over your financial life.

Services Designed Around You

Single Sessions

New to budgeting? The Grounding session builds your budget and money story in one 3-hour deep dive. Already budgeting and want to go deeper? Branching covers credit strategy, tax-advantaged accounts, and financial goal mapping.

From $200 Sliding scale
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Accountability Bundles

3 or 6-month programs with weekly check-ins, monthly re-evaluations, and real support through life's financial moments.

From $450 Payment plans
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Community Garden

Sliding-scale access for students and nonprofit workers. 3 months of coaching and accountability at a reduced rate.

From $150 Students & nonprofits
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This might be for you if…

Thinking about money brings up anxiety, guilt, or that low-key dread you can't quite shake. You're tired of it feeling this way.

You've tried the notes app list, or a budgeting app, but nothing stuck. Not because you failed, but because none of it got at what was really going on.

You want a financial plan that's actually yours. Built around your values and your real life, not someone else's rules about what you should do with money.

You need a space where all of you is welcome. No judgment about where you're starting from, no assumptions about where you should be.

You already have a budget. Now you want to go further. Credit strategy, tax-advantaged accounts, or finally connecting your money to a goal you've been putting off.

Ready to Take the First Step?

Your free 30-minute consultation is the beginning of your journey toward financial clarity and confidence. No pressure. No obligation. Just a real conversation about your goals.