Take control of your money and future.
The digestible and non-judgmental money and investing knowledge you need, to help you access the options and flexibility you deserve.
When it comes to creating financial security and building wealth, it’s hard to know where to even start.
And most of us are short-on-time and short on patience for tired advice that doesn’t actually help us move the needle.
As an Accredited Financial Counselor® that’s worked with hundreds, I know that the sooner you take control of your money, the faster it will grow and the sooner you’ll be able to live life on your terms.
Services
Money Confident
Signature Beginner Investing Program*A virtual small group program, designed specifically for women in their 30’s to 50’s, that will teach you how to invest in the stock market so that you can retire comfortably and design a life you love.
*Education not advice.
Corporate Workshops
Inspire, motivate, and educate your group to take control of their money with digestible finance and investing education that’s actually interesting, actionable, and won’t put your people to sleep.
Speaking
As a regular podcast guest and seasoned conference panelist and speaker, I bring the energy, the transparency, and the no BS education that your audience needs and wants to hear. My goal is always to provide at least to give every person at least one tangible next step they can take.
Free live class and Q&A3 Simple Keys to Investing
(even if you’re short on time or new to investing)
If you’re ready to start putting your money to work for you, so that you can retire comfortably, chase your dream job… and make passive income? This is for you.
✓ Stop leaving money on the table by ditching limiting money beliefs that don’t serve you (and that you might not even know you have)
✓ Retire comfortably someday by taking control of your retirement accounts (event if you’re short on time)
✓ Save on fees and taxes by that can kill your returns over time (so that you can make sure you’re money is working for you
Hi! I’m Tess.
I’m an Accredited Financial Counselor®, investing educator, and end-of-life planning enthusiast.
I’m on a mission to simplify money and investing so you can retire comfortably and spend more time with loved ones and on things that actually matter to you.
These days I’m a seasoned investor, with decades of experience investing in the stock market, real estate, syndications, crypto, and businesses.
But it wasn’t always smooth sailing. In my 20’s I made big investing mistakes that cost me thousands that could have easily been avoided with basic education anyone can understand.
Now I’m no a mission to help you avoid my big mistakes and take control of your financial future.
Free mini courseJourney to Financial Independence
Stop crossing your fingers that you're going to retire comfortably.
With this FREE mini-course you'll get the tools you need to calculate how much money you actually need in retirement 💸.
To help you get started, check