Why I Started
Coaching
The most powerful force in the universe is compounding interest. It just needs time.
For most of my life I was scared of investing. I didn't understand it, and I wasn't interested in understanding. Then in my late 30's, I started educating myself and taking investing seriously, and boy did I regret not starting sooner. I missed out on the most important aspect of investing and saving, and that is time. If I could tell my 18 year old self one thing it'd be start investing now. It's never too late, but the earlier the better.
I also learned just how easy it is to replicate what financial advisors are doing for you without paying their high fees. Now, I want to save people from making the same mistakes by getting started now and learning how it all works to empower yourself. It is not complicated!
My Story
I am not a financial professional. I have no financial credentials or certifications. This is what sets me apart from other coaches and advisors. I am a middle school teacher of 11 years, so I have a lot of experience educating people in difficult to understand concepts and topics. I have self-educated myself in all things finance and investing over the years and have learned how simple it all actually is. You are going to learn how to take charge of your own financial future and live a better life because of it.
Financial advisors are no doubt valuable in their knowledge. However, you are going to pay handsomely for their services. The 1-2% annual fee they charge sounds cheap...but in reality it's not. My goal is to teach you about all things finance, and then you will take the steps to manage your money yourself. My services are designed to be short term and educational for you, not a never-ending subscription in the form of an annual percentage or fee like financial advisors charge.
Educational Programs
Designed for individuals of any level or net worth, offering a basics-first approach to learning. With individualized advice, rapid responses, and the flexibility to work at your own pace, you’ll receive support during a wide range of times throughout the day to fit your schedule and pace.
Getting Started
$495
Getting Started is all about helping you nail down financial basics, like budgeting, saving, and responsibly using credit cards. It's never too late to get your finances on point to secure a brighter future. You need to be ready to roll your sleeves up and get to work. It will seem like a lot a first, but every long journey seems distant at first.
Building Wealth
$695
Don't let fear convince you it's all too overwhelming or confusing. You can take your money game to the next level with the Building Wealth service. If you’ve got the basics down, it's time to learn to boost your financial journey with surprisingly easy skills like managing your own investments, making the most of your credit card rewards, and learning little money "hacks" that add up over time.
Free consultations
Work Session
$75
Need to get some extra work done? Join me for an extra one-hour in-person work session tailored to where you are in the process. Whether it's setting up accounts, just a check in on progress, or a deep dive into investing, we will tackle a comprehensive to-do list together at whatever pace you are comfortable at.
Success Stories
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