Intentional Money Life Programs and Courses
From financial confusion to financial intention
Do you want to take control of your finances and invest for your family's future?
With my online courses and programs, you can clarify what’s important to you, and create a plan to get there.
Ultimately, you’ll be able to spend less time worrying about your financial future or second-guessing your decisions.
Because of the impact of compound interest, the longer you wait to get started, the less you’ll end up with later!
Are you ready to take action?
“ I downloaded Mint, opened up a Roth IRA, opened up a brokerage account, educated myself in investing, paid attention to my HSA, made a social security account, funded my investment accounts, purchased quality index funds with zero expense ratios, taken the initiative on investing, educated myself about tax laws as they apply to me, and started talking to those close to me about finances.”
Courses and Programs to Move You from Financial Confusion to Financial Intention
Everyone always has financial advice to give, like “using a budget”, but most people don’t really explain why. Here, our focus is on YOU.
Level Up Your Finances
This program will start with understanding yourself and your relationship with money, then it will skip straight to understanding compound interest, investing, taxes, and planning for retirement. This is great option for those who have decent credit, not a lot of consumer debt, and who really just need help moving on to investing and long-term planning.
With this program, you can move from “doing well” and not having a lot of debt, to actually “being strategic” with your money. Set some long-term goals to build your wealth and make them happen!
MINI-COURSE
Money Goals Clarity
This mini-course is about helping you find clarity with money. You’ll figure out what is important to you, learn about the magic of compound interest, set short and long-term goals, and prioritize your finances. It’s a quick (a few hours), hands-on course just to get you started.
This course also comes with 2 weeks of 1:1 support!
This is a great way to get started! Forget starting with a budget, instead start by learning more about yourself and setting some goals and priorities. You can make a budget later, once you know what you’re budgeting FOR!
One on One Financial Coaching
Money Strategy Session
Do you have financial questions and you don’t know where to go for answers? Or do you just want someone to take a look at your overall financial picture and help you figure out some steps you could take to move closer to your goals? Money Strategy Session is a one-time, live, one-on-one meeting where we can look at your overall financial picture then dive into the details. Whatever you need to take action!
I love helping people strategize and troubleshoot, thinking both big picture and nitty gritty details!
This is a great option to help you get organized, get some specific and individualized feedback, or focus on whatever is most pressing for you.
What were some of the most impactful things that we covered in this course? Why were they so impactful?
Are you ready to get started investing (or maybe you already are), but it's all so overwhelming and confusing and you're terrified you'll lose everything?
- Learn 10 critical lessons that every new (and not so new) investor needs to know
- Gain confidence in your ability to invest successfully
- Plan your next steps to reach your long term goals in a 1:1 strategy session
- Avoid investing mistakes that could cost you big time
- Get started investing so you don’t miss out on valuable compound interest
