FIERCE FINANCIAL COACH
If you’re…
Tired of being talked down to by your financial advisor
Overwhelmed by all the conflicting financial advice on the internet
Eager to develop your self worth along with your net worth so you can be free, independent and confident
Work with me to grow your financial knowledge and own your personal power.
DEDICATED TO YOUR FINANCIAL FREEDOM.
Women are held back at every step along their financial journeys. We make less, we invest more conservatively and we live longer. Our precious, hard-earned money needs to work harder and go further. I have lived this firsthand and can teach you about finances so you can be independent of a partner, a family member or an advisor if you want to be.
It is crucially important to me that you learn about money so that you can feel confident about the steps you are taking today and ready to face future financial choices on your own.
I offer clear coaching support that is grounded in the truth of your financial situation today. No matter what you want to work on, I will start at the beginning, explain the concepts and the choices you can make.
Your relationship to money is unique and together we will find the right solution to:
Managing your debt
Starting to invest
Preparing for marriage or divorce
Organizing your new business
““Of all my investments, it’s really the first one I’ve chosen all by myself, and I have you to thank. I like having a better handle on my money.” ”
I AM YOUR BIG SISTER
Even though I only have one biological sister (who loves to travel and can fix anything!), I have been a big sister to many other women in my life. Through financial coaching, I act as your big sister; encouraging you because I have been there. I know the ways in which women hold themselves back. Together we can work through the fear and limiting beliefs that may be preventing you from getting what you want out of life.
MY STORY
I grew up in a family that always managed to take care of our needs, but never really talked about money. Like many of us, I didn’t learn much about saving or investing at home, school or in my early working years.
My dad died when he was 51 after a long illness. I was in grad school and had student loans from both the institutions I attended, no savings and no retirement accounts. Regardless of these financial obstacles, I knew I wanted to save and stop working as soon as I could to have the freedom my dad never had.
After graduation, I worked in the financial industry and I learned A LOT about investing and how to use money as a tool to get what you want out of life. As my career advanced I stayed focused on saving and investing and... guess what? I retired well before age 50.
I believe very strongly that you should know what you want from your life and set conscious goals to achieve it.
I have been investing for myself and my family for almost 25 years. I was a Certified Public Accountant and I worked in the mutual fund and banking industries early in my career before leading great teams at companies like Clif Bar and Whole Foods Market.
I have a skill for explaining complex concepts in ways that people can understand them. Together we can unlock the secrets of the financial industry so that you know how it works and that it can work for you too.
““I have loved working with you. It has been super transformative on many fronts!””