About

About

What It’s Like to Work with Me

I’ve worked with hundreds of people 1-1 who are dealing with some of the most challenging stuff that any of us have to deal with, our money and our time. Often we’re dealing with intense feelings of frustration or even shame – thinking we should have it handled already.

What I bring to these challenges is ease, acceptance, a vision of what’s possible, and practical pathways to get there.

I equip my clients with tools that are customized for them and realistically work in their actual lives. Our work is done when they have their feet firmly under them. Their former challenge is now something that just works in their life.

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“Adam is amazing! I had so much shame, stress and embarrassment around being an adult in my 40’s who was afraid to face her personal money and retirement fears. I never thought I could afford to buy my own place in the bay area, but through our work together, I was able to buy a condo I love. If you need support in doing the scary/frustrating/confusing to-do’s of your money-related life, I recommend Adam’s help highly!”

-Olivia Smartt, wedding photographer

Photo: Manali Anne Photography

Photo: Manali Anne Photography

“Adam is amazing! I had so much shame, stress and embarrassment around being an adult in my 40’s who was afraid to face her personal money and retirement fears. I never thought I could afford to buy my own place in the bay area, but through our work together, I was able to buy a condo I love. If you need support in doing the scary/frustrating/confusing to-do’s of your money-related life, I recommend Adam’s help highly!”

-Olivia Smartt, wedding photographer

My Story

When I was 20, I took a training that included the opportunity to coach others. I was amazed at the way I was let into their lives, and how much of a difference that coaching made. I was hooked. 20 years later, I am still blown away seeing the profound difference I get to make in my clients’ lives.

Beyond coaching, and being effective and at ease in my own life, some of my favorite things are: ultimate frisbee, men’s work, the Enneagram (I’m a 5 and don’t care who knows it!), and living in the Bay Area, in an intentional community. And cats!

My love for ultimate frisbee brought me all the way to the World Championships, helping to lead my team to a bronze medal, one of the proudest moments of my life.

I’m amazed at the life I get to live, one full of contribution, support, and joy. I’m a lucky man.

Podcast Appearances

Hard Thing Podcast with Justin Lewis:
Ep. 65 When It’s Hard to Face Your Finances, with Adam Koren
Listen
Guilt-Free Healthy Living with Kacee Leigh: Ep. 32 Financial Health with Adam Koren
Listen
Business Talk Radio:
Adam Koren Financial Coaching
Listen
Let’s Talk Money: Our Values, Strategies, and Relationship to Finances with Adam Koren
Listen
Tactical Magic with Molly Mandelberg: E.6 Financial Handholding
Listen
Everyday Mindfulness: 013: Finances: Can Money Be Mindful?
Listen

Success Stories

“When I came to Adam I was just done being a hot mess with my time and task management. I had schedule conflicts, I was apologizing all the time, I couldn’t stay on top of what everyone was expecting, let alone get to the things I really want to move forward. Now, after just four or five sessions I’m totally on top of all the stuff I need to get done… EVERY DAY. I don’t have schedule conflicts anymore, I don’t apologize anymore. And I’m taking that big turn to get oriented to the large projects I WANT to move forward. It’s been night and day in just two months. I can’t recommend Adam highly enough. He met me right where I am, with acceptance, ease and laughter. He makes addressing this stuff easy and finds ways of calling the more powerful sides of me forward without dissing the rest of me. If you need to get on top of your life, Adam is the right place to start.”

-Scott Bowman, Transformational Business Coach

Success Stories

“When I came to Adam I was just done being a hot mess with my time and task management. I had schedule conflicts, I was apologizing all the time, I couldn’t stay on top of what everyone was expecting, let alone get to the things I really want to move forward. Now, after just four or five sessions I’m totally on top of all the stuff I need to get done… EVERY DAY. I don’t have schedule conflicts anymore, I don’t apologize anymore. And I’m taking that big turn to get oriented to the large projects I WANT to move forward. It’s been night and day in just two months. I can’t recommend Adam highly enough. He met me right where I am, with acceptance, ease and laughter. He makes addressing this stuff easy and finds ways of calling the more powerful sides of me forward without dissing the rest of me. If you need to get on top of your life, Adam is the right place to start.”

-Scott Bowman, Transformational Business Coach

“Adam brings a combination of a strategic mind, a grounded presence and a huge heart. I felt safe sharing the confusion, shame and difficult feelings I’d been holding inside around certain aspects of my finances, which I was avoiding. Adam listened with compassion and zero judgment. He asked great questions and quickly got a grasp on my situation, while offering lots of empathy along the way. He then skillfully guided and supported me through a process to help me gain more clarity and acceptance around how to move forward. I walked away feeling lighter and clearer. I recommend Adam to anyone who needs financial hand-holding, especially if you have areas of your finances that you’ve been avoiding.”

-Jessica Libbey, Life & Public Speaking Coaching for Introverts

“Adam’s counsel has re-patterned decades of my personal neglect habits. As a result, I’ve internalized a kind and firm presence when dealing with my financial & personal affairs. Adam’s gifts are seemingly subtle on the surface, and yet underneath his attention and presence is a mountain of care and curiosity that is quite rare to find. I experience Adam as an ally of the highest integrity & consideration, and recommend his work to anyone seeking to shift their relationship with their financial and personal affairs.”

-Jordan Parker, Investment Advisor

“Adam’s counsel has re-patterned decades of my personal neglect habits. As a result, I’ve internalized a kind and firm presence when dealing with my financial & personal affairs. Adam’s gifts are seemingly subtle on the surface, and yet underneath his attention and presence is a mountain of care and curiosity that is quite rare to find. I experience Adam as an ally of the highest integrity & consideration, and recommend his work to anyone seeking to shift their relationship with their financial and personal affairs.”

-Jordan Parker, Investment Advisor

“Working with Adam has tangibly moved my life forward, and I am someone who has been doing personal growth work for decades and “seen it all.” I perceive his work as being marked by patience, caring, compassion, clear presence, and tracking of what is going on for the client. My favorite part about working with Adam however is his constantly surprising and innovative insight – the way he helps me see something I had not been seeing. This often involves approaching stuck points from a new angle, especially integrating parts of myself that may be resisting moving forward by letting them have their say and release their tense hold. It’s been remarkably effective, and I recommend his services to anyone seeking to move forward with their finances, clearing out email, and – given his wide range of coaching skills – other issues as well.”

-Adam Coutts, Meditation Teacher and Data Analyst

“I am so grateful for Adam’s kind and compassionate presence as we attended to my financial matters. We worked together for many months, during which time he helped me organize and pay off debt, create budgets and spending plans, and so many other financial tasks that felt overwhelming at the time.

As if running my own business wasn’t enough… staying on top of all the accounting and bookkeeping, and every other financial aspect was more than I bargained for. Adam walked me through every step of the process with calm and present attention. He helped me find solutions that work for me, thus growing my confidence and financial competence. I am now debt free, have an excellent credit score, and have a new relationship with money. Thanks Adam, I could not have done it without you!”

-Nichole Proffitt, Mindfulness Teacher, Counselor and Coach

“I am so grateful for Adam’s kind and compassionate presence as we attended to my financial matters. We worked together for many months, during which time he helped me organize and pay off debt, create budgets and spending plans, and so many other financial tasks that felt overwhelming at the time.

As if running my own business wasn’t enough… staying on top of all the accounting and bookkeeping, and every other financial aspect was more than I bargained for. Adam walked me through every step of the process with calm and present attention. He helped me find solutions that work for me, thus growing my confidence and financial competence. I am now debt free, have an excellent credit score, and have a new relationship with money. Thanks Adam, I could not have done it without you!”

-Nichole Proffitt, Mindfulness Teacher, Counselor and Coach

“I worked with Adam recently on my monthly budget and we were able to find an additional ~$700 to save. This is after years of me working on it myself, and I was convinced that I had no room left. I can’t thank you enough for all the help – the additional savings helped me create an emergency cash reserve that really reduced my overall stress level.”

-Beacon Driscoll, Marketing Director

“Adam was a godsend for my business. When I was facing some tough financial decisions he walked me through the challenging task of figuring out the numbers that could help me determine the best course of action. When it got overwhelming he recognized the moment I was feeling that way and we paused. Working with money can be emotional as it hits that survival place, and he was keenly attuned when that spot was getting poked. With patience and grace he used his adept coaching skills to have me come back to a sense of calm, where I could begin again with a rational and objective mindset. At the end of just one session I was clear on what my options were and felt confident that I would be making a decision with every possibility carefully examined. Not to mention that I felt serene and happy afterwards! Best money spent for my business all year!”

-Juliana Kramer, Licensed Acupuncturist

“Adam was a godsend for my business. When I was facing some tough financial decisions he walked me through the challenging task of figuring out the numbers that could help me determine the best course of action. When it got overwhelming he recognized the moment I was feeling that way and we paused. Working with money can be emotional as it hits that survival place, and he was keenly attuned when that spot was getting poked. With patience and grace he used his adept coaching skills to have me come back to a sense of calm, where I could begin again with a rational and objective mindset. At the end of just one session I was clear on what my options were and felt confident that I would be making a decision with every possibility carefully examined. Not to mention that I felt serene and happy afterwards! Best money spent for my business all year!”

-Juliana Kramer, Licensed Acupuncturist