Financial education made for you

Money Confident Course

Money Confident is an online investing program and community that will help you take control of your finances and build wealth using easy investing strategies that anyone can do. You’ll learn how to:
  • Build an intentional spending plan
  • Know when to invest, save, or pay down debt
  • Open your own investment account(s)
  • Identify which retirement accounts are right for you (and in what order you should fund them)
  • ​Create a low-maintenance investment portfolio that matches your risk tolerance
  • And more.

Learn more here.


I host educational workshops for organizations, companies, and more on the following topics:

  • Investing Simplified: how to get started investing the easy way
  • Making the Most Your 401(k): how to reach financial independence faster than you thought possible
  • Investing for Freelancers: how to get started investing on your own
  • Know Your Worth: how to negotiate your salary to get what you deserve

Custom workshops are available by request. Email for more information.


Check out these free educational resources here.

Personalized Coaching

I open a limited amount of coaching spots on a quarterly basis for candidates wanting personalized coaching to evaluate their current financial situation and determine next steps. More info below.

Personalized Financial Coaching

Personalized coaching is the fastest way to take control of your finances. Sessions will be customized to help you understand your specific money situation. We can review any of the following based on need:

  • Creating an intentional spending plan (not a budget) around your priorities
  • Calculating your net worth
  • Auditing your current retirement accounts and strategy
  • Identifying opportunities to build wealth or reduce fees and taxes so you keep more of your money
  • Automating and organizing your accounts to ensure you are completely aware of your financial situation moving forward
  • Preparing for an upcoming situation or change

Coaching Options

Take Control of your Finances Coaching Package

  • (3) 60 minute sessions
  • A comprehensive financial wellness planner
  • Execution plans emailed following sessions
  • 3 month email access questions 
  • Access to Money Confident Program (8+ hour of educational videos, cheat sheets, sample investing portfolio’s, etc.)
  • 30 minute follow up call 1 month after completion of initial 3 sessions

Payment Options: Pay in Full = $1,150 or Payment Plan = $425 / month for 3 months

Financial Coaching Mentorship

  • 90 minutes of financial coaching on topics of your choosing
  • Retirement account audits, questions, whatever you like (this is your time!)
  • Sample portfolios cheat sheets
  • Video recording of session

Payment Options: Pay in Full = $315 or Payment Plan = $125 / month for 3 months

Ad Hoc Hourly Coaching Rates (whatever you want to talk about!) 

  • 60-minutes  $145
  • 90-minutes  $200
  • 2 hours   $350

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I am not a licensed financial advisor. I offer education, not prescriptive advice. The information that is found here are my opinions and the opinions of other readers/contributors, and should be taken as such. Some content may contain affiliate links or sponsored content — I will never work with a brand or showcase a product that I don’t personally use or believe in.