Balance Needs, Budget Wisely, Plan with Purpose
Roots & Numbers connects everyday needs with thoughtful budget control and long-term finance planning. We help people live intentionally today while building tomorrow.
Roots & Numbers connects everyday needs with thoughtful budget control and long-term finance planning. We help people live intentionally today while building tomorrow.
At Roots & Numbers, we believe finances should serve people, not pressure them. Our mission is to bridge the gap between basic human needs and future-oriented financial planning. We don’t just build budgets — we build balance.
The idea for this company began with a question: how do we make financial wellness feel human again? Too often, planning becomes disconnected from real life. We wanted to change that.
We focus on aligning numbers with values. Whether it's feeding your family, securing a home, or saving for something meaningful, your priorities shape your plan — not the other way around.
Our approach is accessible and compassionate. You won’t find cold spreadsheets here — only real conversations, clear tools, and guidance that adjusts with you.
Roots & Numbers exists for people who want to live fully now and build wisely for the future. We call it grounded growth — rooted in today, rising toward tomorrow.
Our team has helped thousands of people craft actionable, personalized finance planning strategies that support both daily life and future milestones.
Feedback from our clients shows high satisfaction in areas like clarity, emotional relief, and long-term confidence in budget control practices.
Our educational workshops have supported entire neighborhoods in learning approachable money skills grounded in real-life situations.
We start with your needs — not our templates. Our approach respects that money is emotional, life is complex, and no two journeys are the same.
We help you slow down. Our sessions are built around dialogue, reflection, and building systems at your own pace — because sustainable budget control takes time and care.
We believe that small wins matter. Whether it’s paying a bill on time or setting your first savings goal, we celebrate each meaningful step.
We guide without judgment. Whether you feel behind or uncertain, we meet you where you are — with dignity and support.
We’re more than coaches — we’re partners in growth. We walk with you through tough choices, big dreams, and everything in between.
5,217
Each tailored to daily needs and long-term goals using mindful budget control practices.
180+
Our sessions reach schools, families, and communities with tools for approachable finance planning.
11
With just 11 hours of guided support, most clients adopt new, consistent habits for money management.
We envision a world where no one feels ashamed of how they manage money — where financial wellbeing is a right, not a luxury.
Our goal is to make finance planning accessible to every person who wants it, without technical terms or pressure to be perfect.
We believe in money that reflects who you are — and plans that flex with life’s ups and downs. Financial systems should serve humanity, not overwhelm it.
We want children to grow up seeing budget control as a positive life skill, not a restriction — something empowering, not limiting.
At Roots & Numbers, we dream of communities where people can support each other’s goals and lift each other toward financial peace.
421 W Riverside Avenue, Spokane, WA 99201, USA