There was a time when my financial results weren’t a match for who I knew I was.
Once I decided to stop what wasn’t working, I started looking for my mental money controls, in part, because I wanted a lasting and permanent change in how I behaved with my money.
Though geneticists have yet to isolate the money gene, I know now that our minds control all things financial. They determine the way money goes for you—and no matter how much you make, how much you have, or how much you want, your mind controls the flow, the habits and behavior patterns that keep recurring in your life around money.
Here’s how I got to that knowing:
I made lots of money, worked for years as a financial advisor in my parents’ well-established wealth management firm, earned my MBA and CFP designation while working to made good decisions and financial plans for my affluent clients–yet month after month, I kept over-spending my personal income.
I remember the day when the credit cards got maxed out (again) and I couldn’t afford my mortgage payment—even though my W-2 had six numbers and a comma when I had to figure out how to pay the IRS.
I was disappointed. I was so embarrassed. And I was so tired of feeling like that.
So I made a decision.
I decided that *this* was going to be my financial bottom. This was the worst day I was ever going to face financially. From that demarcating moment, I was clear:
I was going to change my financial results no matter what.
I became a neuroscience geek and read everything I could find on money psychology. I became obsessed with figuring out why things had turned out so far from where I wanted to be. I was determined to rewire my money mind and to be financially free. I made discoveries, adopted new beliefs, and developed systems that I tweaked again and again until they were working perfectly to transform my own financial life.
Slowly, slowly, and then all of a sudden, I began to notice that my account balances had grown in ways that allowed me to make new, empowered decisions about my financial life.
I noticed I had regrown my own financial confidence.
When I realized I had discovered a tool that so many could use for financial betterment, I knew it was my work to give it away.
I began to tell my friends, my colleagues at work, and my clients what I was learning about changing my own money mind.
I was invited to be a TEDx speaker at my MBA Alma Mater, which is also where I did my BA (Santa Clara University). I spoke about this idea of money mindsets—and I talked about how to transform them. I talked about my experience transforming my own financial life.
to remove money blocks wherever I find them, help people stay happy in love and money, and become a global champion for women and money.
Here’s Why You Want To Work With Me
I’ve been where you are. I’ve been accomplished, a high earner, a hard worker. I know the pain of creating inauthentic financial patterns and painful financial results. I also know how to use that pain to transform money behaviors. I have done this in my own life. I’ve taught this system of financial transformation. I am offering it to an ever widening group of people who are creating true financial transformation through that secret sauce I perfected in my own financial test kitchen. You want what I’ve got…and I’m happy to give it to you.
“Maybe she IS different. Maybe I CAN trust her.”
All my training programs offer a 100% money back guarantee. If I work with you as a one-on-one client, my fiduciary duty is to you, to your interests. There are never any hidden fees. There are never any surprises.
I’m not your father’s financial advisor—I’m yours.
I use plain language, true stories, and the best of everything I have access to through my training, my relationships, and my “got your back” know how to help you transform your financial reality and live into the life of your dreams
—the life that matches who YOU are…the life you most want.