Because Life is all about Love, Right?!
Look, I want to guide you to financial freedom.
Expect substantial, measurable changes in your bank account. This is about building wealth with a purpose.
To help you on this journey, I've cooked up a no-BS approach designed for committed clients who are ready to embrace their financial adventure.
Though the journey may not follow a strict order, we'll craft a trail map that's unique to you.
So, how do we kick this off?
Blazing your trail through the Financial Forest
Radical Beliefs
We will unravel the beliefs and emotions you might have about money and understand how they can impact your financial journey.
We will dive into your Core Values and discover your personal North Star.
Your money mindset has the potential to shape your entire financial future.
We will focus on:
• How to uncover any beliefs about money that are holding you back
• What are your core values and why they matter
• How to create your own beliefs about money (and stop listening to everyone else’s BS beliefs)
Vision-Storming
After crystallizing your unique values, we will develop a clear, resonant vision that truly lights you up.
No faking this step.
Time to open your heart and craft an authentic dream life that makes you want to jump out of bed every morning.
We will focus on:
• How do you discover what you actually want
• Learn how to uncover your evolving vision and embrace adaptability
• How to engage in this radical act of self care with kindness, dancing, and like, maybe a blanket
Prismatic Laser Focus
Wondering how to pay off debt while also saving up for that adrenaline-fueled adventure to protect the manatees?
You want to understand your spending lifestyle and ensure your money aligns with your values. We will design a personalized trail map that directs your cash to what you truly love, while slashing the excess.
Also, Budgeting is Fun (wait, that can’t be right).
Budgets unleash our wild side! They allow us to go totally nuts and spend (guilt-free!) on the adventures, fun, friends, family, stuff, and life that we absolutely love.
We will focus on:
• How to track your money
• How to highlight your priorities and minimize the rest
• What are sinking funds and how to use them
Invest and Glow
First order of business: crushing your debt. It is stealing your life force. Seriously, enough is enough.
Next, we are going to get our financial ducks in a row (I love ducks!). We will demystify investing, teach you how to evaluate opportunities, set up epic growth goals, and bring confidence to your investment mindset.
Remember, investing isn't an exclusive club reserved for the elite.
You BELONG. You deserve to know how to make your money work for you.
We will focus on:
• Crafting a strategy to conquer your debt once and for all
• How to gamify your experience so you don’t get bored or overwhelmed
• Harness the power of compound interest bb!
Lifestyle Hacks
Maximizing your lifestyle bb!
We are going to explore the full rainbow spectrum of life and financial hacks.
From house hacking, to optimizing credit cards, to unlocking the potential of travel rewards, and so much more.
Let's not forget those game-changing lifestyle hacks:
minimalism, food co-ops, house swaps, side hustles, passive income, DIY, travel hacking, geoarbitrage...
The possibilities are endless.
What will focus on:
• How to retire early
• Maximizing bank benefits and credit card rewards
• Explore passive income/lifestyle hacks
The Sonic Rainboom
Financial freedom is the confident state of money and mind where you make decisions based on desires, not limits.
Wealth isn't just about hoarding cash, but about crafting a life abundant in experiences, purpose, and fulfillment.
Maybe you want to retire early, take year-long sabbaticals, work a job that feels like play, or perhaps, keep grinding at a soul-sucking job (please don’t).
I want you to dream big. It may be a wild ride (or a smooth sail), but we are here for it.
We will focus on:
• Defining what financial freedom means to you
• How to utilize online calculators to crunch your numbers
• The art of maxing out specialized accounts