hi, nice to meet you!
I'm rachel werner
Too often, I’ve seen people struggle to balance their finances with the life they truly want to live. Financial stress, uncertainty, and lack of a clear plan can leave them feeling stuck, even when their goals are within reach. I founded Plan and Simple to change that.
Since 2017, I’ve been helping individuals and families achieve financial independence and fulfillment through financial coaching. With a holistic, individualized approach, I guide clients to take control of their finances, align their money with their values, and build a life they love.
My mission is simple: to empower you to feel confident, motivated, and encouraged to help you create the clarity and peace of mind you deserve.
hi, nice to meet you!
I'm rachel werner
Too often, I’ve seen people struggle to balance their finances with the life they truly want to live. Financial stress, uncertainty, and lack of a clear plan can leave them feeling stuck, even when their goals are within reach. I founded Plan and Simple to change that.
Since 2017, I’ve been helping individuals and families achieve financial independence and fulfillment. With a holistic, individualized approach, I guide clients to take control of their finances, align their money with their values, and build a life they love.
My mission is simple: to empower you to feel confident, motivated, and encouraged to help you create the clarity and peace of mind you deserve.
Now let's include a little backstory or
when the lightbulb went off for you.
Here’s the perfect opportunity to get into more detail while still making it relevant to how
you now have the tools and skills to help your audience.
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Fun Facts: a peek into my world
Fun Facts: a peek into my world
Fun Facts: a peek into my world
one
We have a 12 year old Vizsla, Maci, who you will often find snuggled up sleeping.
two
I love to travel – exploring new places fuels my soul.
three
My family is my greatest joy. I also enjoy reading, hiking, and sports.
four
When I am not working, you will find me homeschooling our two daughters.
one
We have a 12 year old Vizsla, Maci, who you will often find snuggled up sleeping.
two
I love to travel – exploring new places fuels my soul.
three
My family is my greatest joy. I also enjoy reading, hiking, and sports.
four
I love slow mornings and good coffee.
one
We have a 12 year old Vizsla named Maci
two
I love to travel!
three
We currently homeschool our two daugthers
four
Are you ready to work together yet?
Click the button below to schedule a FREE discovery call today!
Kind words from clients
“We have already paid off one car, are on to the next, and have re-imagined our budget. Especially to newly married couples – I highly recommend talking to Rachel about your financial goals.”.
-NATALIE
