Personal Finances
Education - Mentoring- Coaching

Kathleen is a Certified Personal Finance Coach and an award winning Personal Finance Educator with decades of experience helping both young and older adults create a path to their own healthy financial future.  In working with older adults, Kathleen has not only seen the devastation that financial bondage and turmoil can create, but she has also witnessed and experienced the peace and freedom that financial hope can bring. 

Currently, Kathleen mainly focuses on empowering parents to work with their kids and teens on Personal Finances and entrepreneurial skills. By gaining the financial knowledge and the strategic mindset, as well as putting in the effort early on, everyone has the opportunity of avoiding common pitfalls and of benefiting from a healthy and hopeful financial future so they can focus on their passion and purpose.
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  • What could you achieve or what dream could you fulfill if you weren't broke and burdened by debt?
  • What could you do for your family, those in your community, and those in the world if you had financial freedom?  
  • What if every individual and family lived financially healthy lives and left a legacy of HOPE for future generations?
  • What if young people learned these healthy financial principles early in life? ​​

What Could You Use Help With?

Through mentoring and coaching, I help parents whose children are in the age range of 3-14 intentionally work with their kids on establishing healthy financial habits with contentment so they become​ Financially Wise from a young age.  We also address entrepreneurship for kids so they learn not just about earning and managing money from jobs but also how to create a business.
This immersive 1-semester virtual high school course is recommended for juniors, seniors, and "ready" sophomores, who can work at a steady pace, follow instructions of an online course, and would like to move into the next season of young adulthood feeling confident in managing their personal finances with a heart of  stewardship.  
​Students anchor the concepts by practicing and interacting with real-world activities, empowering them for the future.
 Through education, mentoring, and coaching, I have helped those in the age range of roughly 18-40 establish or regain a Firm Financial Foundation.  We've worked on mindset, really going deep to determine your WHY for getting your financial house in order, on tactical financial concepts & techniques, and on understanding ways to earn income other than a job so that your money works for you.

Testimonials

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Kathleen is a fantastic instructor with a true passion for what she’s teaching. My husband and I recently took a class with Kathleen through her company, Katalytic, along with several other 20-something’s and the class left us all thinking “Why don’t they teach this as a standard course in school?!” It is just so, so relevant and no one should be allowed to “graduate into adulthood” without learning this stuff :P  We know that no matter what life stage we're at that starting wise financial habits NOW will really help us in the future. We thank Kathleen for helping us. We could really feel how genuinely she cares about her students and their success. She worked with us to help get us on a path toward achieving our financial goals. Thank you for such a worthwhile investment in our future!

Kaila Diaz

Owner - Bilinguitos Spanish Immersion School
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Fall 2019

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Through the financial course that my wife and I took with Kathleen, we feel 100% more confident in dealing with our finances. We learned crucial financial information that we wouldn’t have even thought to look at before the course. Now, my wife and I know how to budget well and truly manage our money with wisdom and discernment thanks to Kathleen. We are in our early 20s and, honestly, we wish we had learned this stuff even earlier. Not only did Kathleen teach my wife and me so much, but she also fostered a community for a group of us in our 20s to grow together and learn how to be financially responsible.  The earlier you can get ahold of this information the better! And if you are lucky enough to have the chance, I recommend Kathleen Rumford as an instructor.

Ryan and Lauren Allen

Financial Analyst & Medical Scribe
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Fall 2019

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My husband and I took a personal finance peace course with Kathleen and were blown away by her wisdom! She guided us through the process of becoming debt free (someday soon!) and we can’t thank her enough for opening up her home and sharing all she knows about personal finance!

Courtney & Daniel Salazar

Hairstylist & Youth Pastor
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Fall 2019

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 Starting at a young age, Kathleen Rumford (my mom) taught me crucial skills and mindsets for strategically handling my finances. I also took her financial course when I was 17 and  reviewed it again when I was almost 21. As I've gotten older and faced more responsibilities, It has become blatant how important this financial wisdom really is. As I look around at my early 20's peers, the majority of whom haven't even been taught basic budgeting, I realize how much of an advantage I've been blessed with. There is such a desperate need for the knowledge that Kathleen has to impart for people of all ages!

Elissa Rumford

Freelance Creative and Owner of Open Invite
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2003-2017

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This mentoring did 3 major things for me. First, it raised awareness of my financial situation and upcoming needs. Second, it made me realize that all of the little choices that I make with my money are so important. This has given me an idea of how I need to be handling money. Third, it's made me dream about what my future financial state could be and has given me concrete examples of how to get there. Overall, I feel much more ready to face the world of finances being confident in my own knowledge and having ideas of where to look for help when I need it.

Sophia P

High School senior
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Fall 2016

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Taking the Personal Finance class with Kathleen has been so helpful. I majored in Economics in college, but knowing the theory of credit, debt, and budget constraints doesn't necessarily mean you're applying that theory in practice. The lessons, Kathleen's guidance, and the conversations with my peers in the course pushed me to actually sit down and create a budget, to be more cognizant of my spending, and to think about my long term financial plans as a young person. I would highly recommend this course!

Heather L

Teach for America Corps member
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Summer 2020

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This Personal Finance class gave me language for the future. I am 19 years old and don’t pay for a mortgage or insurance yet, however this class gave me words to what is coming in the next seasons of life. It also gave me foundational information for how to manage my money and what a healthy perspective of money is. This class is extremely relevant and has been the bridge into my next stage of life. Mrs. Rumford taught this class with 'the heart of a teacher' and was so faithful in walking with me throughout the class. I highly recommend taking Mrs. Rumford's course!

Amy Cole

College sophomore
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Fall 2019

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Worrying about credit and finding  ways to take out car loans are things my friends have been talking about recently. I told them about the sinking fund concept (dividing the full amount needed by the # of months they have so they save up until they have enough cash) and how budgeting is extremely important in everyday life. There have been times I've run so low on money that I don't think I'll be able to last the next week, but once I put together a budget, my finances all make sense on where each dollar needs to go and where I can save or spend. It saves so much stress, and financial stress may as well be one of the most difficult to handle!

Kaysee S

College sophomore
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Fall 2015

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Kathleen's finance class back in high school was easily the best thing I've ever done concerning my education.  To this day, I've retained more information in her one class than I have with any other. Finances can crush you without understanding, yet it can build a firm foundation in a difficult world if you learn it!  You can tell Kathleen is excited to teach finance, as it was exciting for me to learn and participate with ease. 

Steve Gresham

Class of 2010-11  
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Winter 2019

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I attribute much of my daughter's financial prowess to the things she learned with Kathleen. She is now 22 and still putting into effect the principles that impacted her to be a careful spender, a good planner, and wise with her budget. She has made it her goal to stay out of debt and away from the use of credit cards. Not only a blessing to her but to this mama's heart as well!

Anne B.

Mom of High School Senior
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Fall 2014

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Taking Mrs. Rumford's finance class as a high schooler in 2012-2013, gave me a great edge on understanding financial terminology and getting ahead later with my investment strategies. She cares about her students and pushes them to succeed so that they can establish a strong and diverse financial footing early in life. Highly recommended for everyone!

Evan MG

College Student
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Winter 2020

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Empowering Personal Finance Literacy and Entrepreneurial Skills in Kids & Teens

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