WORK WITH ME
I teach you how to overcome the barriers that are getting in the way of managing your money wisely.
Want to work with me? Here’s what that looks like:
You can enroll in one of my online courses. This is the most cost effective option to working together. Online courses start at $147 and are divided into three topics: money mindset, how to manage your money and make day-to-day money decisions, and the basics of investing. I recommend you take these courses in the above mentioned order.
We can work one-on-one. Here you get my undivided attention. We dive deep into your unique financial needs and concerns, and I craft a customized solution for you. One-on-one packages start at $1,500.
WHO I HELP
I meet you exactly where you are to help you overcome your financial needs.
I help individuals, couples, and business owners.
I also work with employers and event planners.
Scroll down below to find the category you fit in!
Let’s be real... When it comes to money, one thing is what you know you should do, and another is what you end up doing. There’s two sides to money: an emotional one and a practical one. I help with both. For the emotional side, I have a step-by-step process where we dive deep to uncover the subconscious beliefs, patterns, and behaviors around money that are getting in your way; think “Financial Therapy.” Then I have a separate process where we roll up our sleeves and crunch some numbers. You will learn how to save, pay debt, spend on what you love (guilt-free!), and accumulate money for your goals and to invest.
The Money Talk. Couples experience challenges around money mostly because they don’t understand each other’s money dynamics (which are mostly subconscious). And because they don’t have the right tools to communicate their differences effectively. The longer this goes on, the more likely a couple can experience challenges that with the right support can be avoided. I take couples through a six-session process where they understand each other’s money dynamics. They learn how to communicate around differences kindly. Decide how to manage their money together, and make a financial plan that meets both of their needs.
Business Finances 101: Many business owners do not understand business finances. And while this is understandable, I believe you should learn more about it. Depending on how involved you’d like to be, I can teach you from how to do your own bookkeeping, to how to analyze your financial statements, and the questions you should ask those who do the accounting books for you. I break it down and make it simple and easy to understand. Building a business is hard. You owe it to yourself and your legacy to spot financial challenges and opportunities on time.
Financial Wellness. I deliver financial education programs that teach employees how to save, pay debt, spend on what they love, accumulate money for their goals, and the basics of investing. Are you aware that 53% of employees are stressed about their finances? Those who are financially stressed are likely to be distracted at work, miss work due to financial issues, and cite health issues caused by financial stress. As an employer, you have the opportunity to step in and offer much-needed guidance. This potentially increases productivity, reduces absenteeism, and builds goodwill that helps retain workers and attract new employees.
Let’s face it. Everyone worries about money; the problem is we don’t talk enough about it. I deliver inspirational money talks filled with insights. They evoke emotion and use storytelling to keep the audience interested and engaged. Audiences feel inspired, motivated, get “aha” moments, and practical steps to implement right away to develop better money habits. Want to watch me speaking on stage? Head over to watch my TEDx talk “How to Get Yourself Out of Crisis”, here.