I reverse engineer your goals into a personalized wealth roadmap, then help you set up financial automation so your money works for you, while you gain the skills and systems to build wealth independently.
⚡ Limited availability: Only taking 5 new clients this month
I teach you the WHY behind every financial decision. You'll understand the principles, not just follow instructions, so you can confidently manage your money for life.
I don't just create a plan and wish you luck. I reverse engineer your goals, then build automated systems that execute the plan for you. Your wealth grows while you focus on life.
Your financial plan is built for YOUR goals, YOUR risk tolerance, YOUR life stage. No generic templates, just strategies that actually work for you.
If you complete your package and don't feel confident making financial decisions on your own, I'll keep coaching you at no charge. My goal is your independence, not your dependence.
All packages include personalized strategies, financial education, and support between sessions. Choose based on your goals and timeline.
One 60 minute session
3 weekly sessions (3 weeks)
Save $150Single focused goal (debt payoff, budget setup, investment start)
6 weekly sessions (6 weeks)
Save $300Payment plans available
Complete financial overhaul (debt, investing, retirement planning)
12 weekly sessions (3 months)
Save $800Payment plans available
Business owners, high earners, complex situations requiring deep optimization
Complete your package. Do the work. If you don't feel confident making financial decisions on your own, I'll continue coaching you at absolutely no charge until you do.
No fine print. No gotchas. I only win when you win.
Available on Foundations & Executive Packages
This helps me understand your unique situation and goals so we can focus our time together on what matters most to you.
Book a free 20 minute call. We'll discuss your situation, goals, and whether coaching is the right fit.
Select the package that matches your needs.
Weekly sessions, ongoing support, and the financial education to make confident decisions for life.
Google gives you generic information. I give you a personalized plan based on YOUR income, YOUR goals, and YOUR life situation. Plus, I teach you WHY we're making each decision so you gain the financial literacy to make great choices on your own. Information is easy to find. Implementation and true understanding? That's what I provide.
No, I'm not a CFP. I'm a financial coach with a degree in personal finance, business management experience at Caltech, and multiple side businesses. I provide education, frameworks, and accountability, not specific investment product recommendations like "buy this stock." If you need investment specific advice or products, I'll help you find a licensed advisor.
Most people fail because they use the wrong system for their personality and life. I help you find the approach that actually works for YOU, not some one size fits all spreadsheet. Plus, I teach you the principles behind why certain strategies work, so you understand what you're doing and can stick with it.
Yes! The Executive Package specifically includes business financial planning: LLC vs S-Corp structuring, tax strategies, profit optimization, and owner compensation strategies. I run multiple side businesses myself, so I understand the unique challenges entrepreneurs face.
You'll have all the tools, knowledge, and systems to continue on your own. That's the goal: financial independence. Many clients choose quarterly or monthly check ins as alumni, but it's not required. You're equipped to manage your money confidently without me.
All sessions are virtual via Google Meet or Microsoft Teams. We meet weekly for 45 to 60 minutes. Between sessions, you have email/text access for quick questions (unlimited for Foundations and Executive packages).
Absolutely. If you start with Starter and realize you need more, we can upgrade you to Foundations or Executive and credit what you've already paid. You're never locked in. We adjust based on your needs.
Book a free 20 minute consultation. We'll discuss your situation and I'll assess which package makes the most sense, or if coaching isn't the right fit for you at all. No pressure, just real conversation.
Stop guessing. Start building wealth with confidence.