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Financial Clarity.

Without the overwhelm.

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 becoming a financial coach, I spent 15 years in the food industry and built a food truck and catering business from the ground up. Despite my education and experience, managing the financial side of my own small business felt daunting.

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After talking to others, I quickly learned I wasn’t the only one feeling unsure about financial management. Smart, capable people were all guessing with their money. Not because they weren't disciplined, but because no one taught them how.

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So I decided to do something about it.

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What started as a survival tactic for my food business, completely shifted my entire relationship with money. I discovered that finance wasn't just income. With the right knowledge, it was a powerful tool for creating stability, opportunity, and success.

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Catered Financials was born from that journey. ​

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Now, through Catered Financials, I help people cut through the noise, get clear on their numbers, understand their decisions, and build a realistic financial plan that fits their life.​​​​

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After working together, you will understand how to organize your money, understand your options, make educated decisions, and have a financial plan so you can stop guessing and finally feel in control.​

“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.

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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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When you understand your finances, you take back your power.​​​

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.​​

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DISCLAIMER: The services provided are strictly for informational and education purposes only. They are supportive in nature and are not intended to be relied upon as investment, research, forecasting, legal, or tax advice of any kind; nor are they a substitute for professional financial advice from a licensed financial planner, advisor, accountant, attorney, or any other professional. Catered Financials LLC does not provide legal, accounting, financial or investment advisory services. The education and information provided is not a solicitation to adopt any strategy or to buy or sell any securities. All decisions on financial actions are the client's responsibility. Catered Financials LLC shall not be liable for any outcome resulting from decisions made based on the coaching services provided. Please read the full disclaimer here

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