Making money, investing, and end-of-life, less scary.
We offer education in a variety of formats for couples, women, groups, organizations, and anyone who wants to take control of their money and their future so they can spend less time worrying about money and more time on things that really matter.
Our Services
Investing 101: Online and Group Education
Our signature Money Confident program will teach you how to:
Improve your money mindset so you make financial decisions that feel good to you
Know when to save, pay-off debt, or invest
Build wealth faster by avoiding fees and taxes.
Get live, hands-on education and answers to your money questions.
Private Mentorship & Coaching
Looking for specific support for your unique situation? I offer counseling in:
Money Mindset and how to rewire your money story for wealth
Navigating financial trauma
Simple investing strategies (education only, not advice*)
Retirement planning
Debt-pay off and intentional spending plans (budgeting).
Real Estate Investing 101
Death (Estate) Planning and Preparation
*I am not a financial advisor. I do not manage money nor do I choose investments for you. I educate and empower you to take control of your money and learn about the most helpful and affordable resources moving forward when you need them.
Speaking and Corporate Partnerships
I offer speaking for organizations, ERG’s, conferences, & brands. Topics include:
Rewire for Wealth — Improving your money mindset
Journey to Financial Independence — finding flexibility and options with money
Investing 101 — 3 keys to building wealth to retire comfortably
4 Steps to Make the Most of your 401k
Building a sustainable budget and automated spending plan
Death Planning
Speaking
As an experienced speaker at major conferences and top 1% podcasts, I’m passionate about making seemingly complex topics accessible for everyone.
My goal is to leave every single audience member more empowered, inspired, and, most importantly, armed with actionable information that they can actually implement to make their financial lives better asap.
Recent Podcasts
They should teach this stuff in school, but they didn’t… so I’m here to fix it.
The good news is that you don’t need a fancy finance degree, expert math skills, or even a lot of time to learn how to build wealth.
What you need is a practical education — someone who will explain financial jargon in plain English and help you learn how to manage your money in a friendly environment where you can ask any question you want without being afraid to ask the “dumb questions”.