From Good to Great:
Molly's Journey to Financial Mastery
Learn how Molly took her solid financial foundation and leveled up with the guidance of a Financial Coach to achieve even greater financial zen and freedom.
Highlights from Molly’s Financial Coaching Journey
00:00:10 – Molly's Background
Hear Molly’s story as a tech professional balancing life in San Francisco and the challenges that led her to seek financial coaching.
00:00:42 – Why Financial Coaching?
Discover Molly’s reason for signing up—struggling with a cycle of obsessing over and ignoring her finances—and how she wanted to finally “get her house in order.”
00:01:14 – Her Financial Life Before Coaching
Molly shares how her budgeting was “vibes-based,” despite tracking expenses in a detailed spreadsheet. She struggled with understanding where her money was going and how to make it work for her.
00:02:12 – Finding Balance and Clarity
Learn about Molly’s challenge in balancing savings goals, budgeting, and investing—and why she turned to coaching for a clear, actionable plan.
00:02:35 – The Coaching Process
Molly explains the steps we took together:
Identifying her short-, medium-, and long-term goals.
Assessing her accounts and cash flow.
Building confidence with investing and creating a plan for her savings and budget.
00:03:13 – Real Challenges and Wins
Molly opens up about overcoming:
Navigating holiday expenses (travel, gifts, and events).
Tracking down forgotten accounts, like her HSA, and building a streamlined financial system.
Watch the full video above to hear how Molly gained clarity and confidence in her finances!
“I just hadn't found a system that worked for me. So I think the idea of working with someone to actually craft a better mental model, and then also the corresponding accounts and setup to make that happen, was really appealing to me." – Molly Otto
