About Us

At Upward Path Coaching, we are dedicated to helping individuals and families achieve financial clarity.

Through personalized financial coaching, tax preparation services, and retirement planning support, we offer tailored solutions to meet your needs. Our team is committed to providing judgment-free advice and actionable strategies to help you reduce debt, build savings, and create a realistic financial future.

We believe in meeting you where you are—whether you’re tackling debt, planning for the future, or simply seeking better habits. Our integrated approach combines education, accountability, and ongoing support to help you build sustainable budgets, reduce financial stress, and secure your family’s future.

Our Approch

We work closely with you to create customized financial plans that reflect your specific goals, helping you build better money habits, reduce debt, and increase savings effectively.

Our tax preparation services ensure a smooth experience, offering expert guidance and maximizing your refund, all while keeping the process simple and transparent for you.

We provide a comprehensive analysis of your financial picture to identify opportunities, gaps, and next steps that will allow you to make informed decisions about your future.

With expert guidance and educational resources, we help you plan for retirement, focusing on investment strategies and options that suit your long-term financial goals.

Meet The Expert

Valerie Koelling

Founder

Our Philosophy

Our philosophy centers around practical, judgment-free advice, understanding your unique needs, and providing continuous support to ensure long-term success. We are here to guide you at every step, ensuring that you feel empowered in your financial journey.

Our Mission

Our mission is to empower individuals and families to take control of their financial futures through personalized coaching, support, and education. Our goal is to make financial success attainable for everyone, regardless of where they start.