Everyone can be good with money.
Everyone can build wealth.
You just need the right tools & support to make it happen.
Here’s the thing
The world of money management is terribly Exclusive
I believe that everyone should have access to wealth creation and understand a path to a 7-figure portfolio.
We enter the “real” world expected to know how to be good with money while managing ever climbing rent & housing costs, paying off unprecedented amounts of student loan debt, all with very little financial education.
No wonder it feels like an impossible feat at times.
But, it doesn’t have to be this way.
You just need a plan that works for you and your goals.
That’s where money coaching comes in.
I’m here to help you make the right money moves for your present and future self.
Money coaching is for you if:
You want to generate wealth
You want to feel confident about your financial situation
You want to ensure that you are setting yourself up for the future
You want to make sure you are making the right financial moves
You want to feel good & in control of your money
You deserve Customized Financial Advice & Planning
I work with clients in An Ultra high-touch, personalized capacity because Financial Advice & strategy isn’t a one size fits all kind of deal.
Step 1: Book a discovery call with me.
Step 2: Decide that it's time to to take control of your finances and generate wealth.
Step 3: We have our first two-hour session where we do a deep dive into your finances to identify your key financial metrics & goals.
Step 4: I build your customized financial plan.
Step 5: We have our second session where we go over your financial plan. We open the right accounts together, set up your systems and make your first money moves.
Step 6: Payday check ins. For the duration of the program we meet every time you get paid. We will make real time money moves and execute your financial plan.
The "In-betweens": I provide support and accountability 100% along the way. Money happens everyday so you will have 24/7 access to me throughout the entirety of the program.
This program is designed for you to learn how to create wealth and build a strong financial foundation for the future.
Topics we cover while we work together:
Savings strategy & plans
Investment education & planning
Retirement education & planning
Debt repayment & consolidation
Company benefits maximization
Credit card hacking
Your path to 7-figures and long term wealth creation
I believe that with the right tools and guidance, everyone can generate wealth.
And this program is designed to provide just that - tailored guidance and tools customized for you so you can financially thrive and see a clear path to 7-figures.
“Managing money” is just a fancy way of saying: putting your money in the right place(s) for your present and future self - and that is exactly what you will learn how to do.
This is learning by doing. At the end of the program, you will know exactly where your money should go each and every paycheck, and be able to confidently execute with the right systems and accounts.