Financial help that

grows with you.

Get confident with your money. Build a plan for your future. Grow and protect your wealth.

Learn → Plan → Delegate.

Your financial needs change as your life changes. Sometimes you need help getting organized and building better habits. Sometimes you need a clear strategy for a big financial decision. And sometimes, you’re ready for an advisor to help you manage your wealth.

At Upward Wealth Studio, we meet you where you are with three levels of financial support designed to grow with you.

Our Services

Financial Coaching

Build confidence and take control of your finances.

Financial coaching helps you create a strong foundation for your financial life. Together, we’ll work on the everyday pieces of money management, including spending, saving, debt payoff, goal setting, and understanding your net worth. You’ll get practical education, personalized systems, and accountability to help you feel more organized and confident with your money.

Explore Financial Coaching

Financial Planning

Create a clear strategy for where you want to go.

Financial planning helps you look beyond your day-to-day finances and focus on the bigger picture. Whether you’re preparing for retirement, planning for a major financial goal, or simply wondering if you’re on track, we’ll analyze your financial situation and create personalized recommendations and a clear roadmap for your future.

Explore Financial Planning

Wealth Management & Investments

Put your wealth to work with ongoing professional guidance.

For those ready for an ongoing advisory relationship, wealth management combines personalized financial guidance with professional investment management. We’ll help you develop and manage an investment strategy aligned with your goals, monitor your progress, and adjust your approach as your life and financial needs evolve.

Explore Explore Wealth Management

Not sure where to start? Start here.

Before we meet, you’ll complete a financial questionnaire so I can understand where we’ll meet one-on-one to identify your priorities, uncover opportunities and create a personalized roadmap for moving forward.

You'll leave with:

Clarity around your financial goals and priorities
An assessment of the areas that need your attention
Specific recommendations and action items
A personalized roadmap showing what to tackle first, second and third
My recommendation for additional coaching, if it would benefit you

Answer the Questionnaire

Our mission is simple.

We want you to be knowledgeable about your finances and help you develop a clear path for reaching financial goals based on your personal values.

If you feel you need education about personal finance and just don’t have the time to dive into the complexities of it all, we want you to know YOU ARE NOT ALONE. The fact is most of us didn’t learn much about personal finance in school or from our parents. Unless you studied finance or had a family member teach you about how to manage money, you’ve likely had to learn by lots of trial and error, turning to online resources or articles, or asking trusted friends and co-workers.

Of course, you can manage your money and plan for your financial future on your own. You are a smart, creative, resourceful, and driven woman. However, having an educated consultant and coach who understands your values and goals is like having a personal trainer for your finances. Together we can get you where you want to go faster with education, accountability, and encouragement along the way.

5-Star Reviews From Clients

Dawn M.

⭐️⭐️⭐️⭐️⭐️
Upward Wealth Studio is a great asset to my financial management tool box.
Kasey is a fantastic listener and is able to tailor a plan that aligns with your goals. I’m also impressed with her depth of financial knowledge and her continuous learning to be able to provide the most up to date information and direction after plans are arranged.

With Kasey on my side, I feel like I have a safety net of protection for my money “mental health”. I love having her as a touchstone and enjoy that feeling of security, knowing I’m on the right path with her help.
Kimberly L.

⭐️⭐️⭐️⭐️⭐️
Kasey has taken me from scared, unsure and uneducated to willing to do some hard work and able to ask questions to help myself.
I recommend highly for anyone who thinks they don't know the very basics. I am excited to see where I continue to grow with her sound advice and coaching.
Brooke W.

⭐️⭐️⭐️⭐️⭐️
I can’t say enough about Kasey and her program. She truly takes the time to understand where you are and where you want to go, then builds a personalized approach designed to get real results.
What sets Kasey apart is how she helps you understand your relationship with money—without judgment. She breaks things down into manageable, bite-sized steps so you don’t feel overwhelmed or ashamed, and instead feel empowered to take control and move forward with confidence.
She provides the tools, resources, and support needed not just to get started, but to stay consistent. This has been one of the best investments I’ve made—for myself, my family, and our financial future.
Lisa M.

⭐️⭐️⭐️⭐️⭐️
Someone referred me to Kasey when I was looking for a financial advisor for a modest income. I am so thankful they did! I didn't know there was such a thing as a financial coach and it was just what I needed.
Erica M.

⭐️⭐️⭐️⭐️⭐️
I was referred to Kasey during a very difficult transition in my life when I didn't have a clear picture of my finances. She was able to gradually guide me through this process, step-by-step, and give me the tools to continue tracking and planning my expenses.
After working with Kasey for 6 months, I feel confident about independently managing my household and finances and I have a clear picture of where I would like to go moving forward. I am so grateful for her guidance, support and optimism.
Bernadette L.

⭐️⭐️⭐️⭐️⭐️
Kasey has been wonderful in helping me get my finances under control and feeling more confident in understanding my net worth. It's been fantastic working with her and I highly recommend her.
Lesha N.

⭐️⭐️⭐️⭐️⭐️
Working with Kasey has been everything I needed to turn my finances around and meet my retirement goals.
In a short amount of time I met all of my finance goals because I had someone offering me support and teaching me "the ropes". Thanks Kasey!