Turn Your Financial Stress
into Financial Success
Managing your money can feel overwhelming, but it doesn't have to be. Catered Financials offers practical, approachable financial guidance tailored to your goals, circumstances, and values. Along the way you’ll gain the tools and confidence to make clear, knowledgable decisions for today and the road ahead.
“Working with Marla was great! It jump-started my financial planning and helped me establish clear financial goals that support both my current needs, long-term saving, and spending objectives."
Michael C, 32 yrs old
"After each session I feel empowered that I am making healthy financial decisions for my business to thrive."
Casey G, 37 yrs old
"Now I feel much more comfortable making big life decisions and spending money, knowing confidently what I can and can't afford."
Cara S, 41 yrs old
Financial literacy should be empowering, not overwhelming
Most of us were never taught the skills to financially succeed. You can earn a degree, build a career, even start a business, and still find yourself guessing when it comes to money. Without the right knowledge, it's easy to feel financially burdened and unprepared for the future.
The truth is, financial literacy is the bridge between where you are today and where you want to be. This is much more than just numbers. It's the foundation for stability, confidence, and living life on your terms.
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At Catered Financials, my approach is about simplifying the complicated and providing guidance you can trust. With tailored, unbiased education and support, you’ll gain clarity in your finances and build skills to make informed financial decisions.
Want to save for retirement? Take that dream vacation? Provide for your children's college? Achieve financial independence?
With the right tools, even a modest budget can support big goals. When your financial life is guided by clear values and a simple plan, small steps can lead to meaningful progress. This isn't about sacrifice, it's about knowledge and intention.​​
When you understand your finances, you take back your power.​​​
Take Control of Your Financial Future
Services:
Catered Financials isn't just here to talk about money, it's here to get you results. Through my journey as a financial coach and entrepreneur, I truly understand that no two financial situations look the same. Every story is unique, and I believe your financial strategy should reflect that. Whether you're beginning to take control of your finances, or fine-tuning a retirement plan, these services are built to meet you where you are. They focus on support, clarity, and measurable outcomes in order to help you reduce debt, grow savings, and build financial confidence.
Hourly Sessions:
$110.00
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Private Classes & Workshops:
$550.00
Strategy Program:
$2,550.00
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Navigating a career shift? Planning a big purchase? Worried about your financial future? This is tailored financial insight just for you. A singular hour is perfect for focused support on a specific area, while multiple sessions can help build a deeper financial framework.
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Popular topics include:​
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Budget and expense management
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Debt reduction
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Retirement planning
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Saving and investing
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Small business financial systems
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Tax education
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A high impact two-hour, private class for up to18 participants. These collaborative workshops are an excellent choice for staff appreciation, family connection, or any group of motivated learners. Go with these classes if you're looking for a shared educational experience in a single powerful session.
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Here's what to expect:
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1.5 hours of engaging financial education
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30 minutes of interactive Q&A
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Customizable topics, and/or a dynamic overview of financial fundamentals
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This 8-12 week program is for those who are ready to stop guessing and start building. Our focus will be on creating your financial foundation, cultivating a money mindset, and empowering you to make confident financial decisions on your own. The approach is built around 5 key impacts: educate, strategize, empower, guide, and execute. It's what helps you move from dreaming about financial freedom, to actually achieving it. ​If you're tired of quick fixes or piecing things together, this program gives you structure, strategy, and sustained transformation.
Our work together will include:
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A written financial roadmap tailored to your goals and needs
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A clear overview of your current financial picture
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Strategies for managing debt, budgeting, saving, and retirement planning
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An understanding of financial habits and decision-making patterns
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A deeper understanding of investing and your current investments
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Systems and guidance for long-term financial success
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- Money back guarantee -
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The Story Behind Catered Financials
Hi, I'm Marla.
I'm a food-loving, finance nerd with a passion for helping people feel confident with money. Before I found my way to financial education, I was immersed in the culinary world for 15 years. I earned a degree in Entrepreneurship with a minor in Food Systems from the University of Vermont, attended culinary school, and built a career across various sectors of the food industry. Eventually I launched my own food truck and catering business in the Adirondacks.
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I knew from past experiences how notoriously difficult a food venture would be. Razor thin profit margins and high failure rates proved that passion and kitchen skills wouldn't be enough. Despite my education and experience, managing the financial side of a business felt daunting. Talking to other business owners, it became clear that a lack of financial education was not just a personal frustration, it was a systemic issue.
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What first started as a survival tactic for my business quickly became a calling. I dove deep into financial literacy, reshaped my business, and completely transformed my own relationship with money. I discovered that finance wasn't just about numbers. It’s about clarity, confidence, and creating a life on your own terms.
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​Catered Financials was born from that journey.
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​​Today I have the privilege of helping individuals, families, and small business's navigate their finances with intention. My hope is to teach others that money isn't something to be feared or misunderstood. When managed wisely, it becomes a powerful tool for creating opportunities, building long-term stability, and living life on your own terms.
Want to know what people are saying about Catered Financials?
View the Testimonial Page to hear what's being said. Read client stories here.​