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.

Register for the FREE Fall Investing Class

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 of women, I know that the sooner you take control of your money, the faster it will grow and the sooner you’ll have peace and options.

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.

Learn more about me
Free live class and Q&A

3 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

Save your seat now!

Offerings

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.

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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.

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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.

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  • “It’s so simple, easy, and informative.”

    “It’s been 3 weeks and you’ve already helped me open up my own Roth IRA, learn how to pick my own smart investments, transfer my 401k so I can get rid of fees, and start a plan for future investment properties and project out an ENTIRE system to reach my 4 million goal for retirement (or more!) It’s cray how little I know about investing and how much help I needed from someone who CARES and is willing to help, so thank you! Forever grateful I decided to reach out.”

  • "Everyone should have this kind of confidence and information about managing and growing wealth!"

    “I started off with a high yield savings account which has made so much difference in how I grow my existing cash. I took all the money out from my financial advisor and invested it all by myself in a Roth IRA and which felt very empowering! I have so much clarity and confidence now when it comes to managing, investing and growing my money and having a clear picture of where I will be in the future for retirement. I have learned SO MUCH from you, it's mind blowing!“

  • “Working with Tess was the catalyst in a complete 180 change in my financial life."

    “I used to be completely scared of money and math… I made all the excuses in the book. A month after taking her program, I made more money than I’ve ever made in my life. I now have an emergency fund, an IRA, and I’m investing automatically every single month.”

Free mini course

Journey 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

Access the free mini-course!
Free LIVE class

3 Keys to Build Wealth in the Stock Market

(even if you’re short-on-time, a totally newbie, and in a weird and uncertain economy).

Start putting your money to work for you, so that you can retire comfortably, chase your dream job and build wealth the simple way.

Register for free