Meet Your Coach

Welcome!
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I’m Chetara, your financial coach, and I’m here to help you take control of your financial future. With over a decade of experience in financial coaching and as an Accredited Financial Counselor, my mission is to empower you with the knowledge, tools, and confidence to achieve your financial goals.
Whether you're looking to pay off debt, save for big life milestones, or simply build a stronger financial foundation, I’m dedicated to guiding you every step of the way. Together, we’ll create a personalized strategy tailored to your unique needs and dreams.
Our approach focuses on three key pillars:
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Budgeting: We understand that budgeting is the cornerstone of financial success. We will work with you to create a customized budget that aligns with your goals and lifestyle. By tracking your income and expenses, you'll gain clarity and control over your finances, allowing you to make informed decisions and prioritize what matters most to you.
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Debt Elimination: Debt can feel overwhelming, but it doesn't have to dictate your financial future. We will develop a tailored debt elimination plan that empowers you to tackle debt strategically and efficiently. Whether you're dealing with credit card debt, student loans, or other liabilities, we'll provide practical strategies and ongoing support to help you become debt-free.
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Savings: Building a robust savings plan is essential for achieving financial security and reaching your long-term goals. With CB Financial Coaching, you'll learn how to cultivate healthy saving habits and establish emergency funds, retirement accounts, and investment portfolios that set you up for success. We'll guide you every step of the way, empowering you to build wealth and secure your financial future.
I believe in a compassionate, no-judgment approach. Financial success isn't about perfection, but progress. My goal is to help you feel empowered and confident with your finances, while providing ongoing support and encouragement.
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Take the first step towards financial wellbeing today. Contact us to schedule your complimentary consultation and discover how CB Financial Coaching can transform your financial future.
Together, let's make your financial dreams a reality!
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Chetara Lee, Ph.D., AFC​
CB Financial Coaching