We Help Young Money Makers Make Financial Plans So They Can Make Financial Decisions With Confidence While Living the Life They Want!
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You went to college, earned the degree, scored a great paying job with a fancy title. You're keeping the bills paid and having some fun, but sometimes you lose sleep at night because you know there's more to finances than what you're doing.
Don't worry, you didn't miss personal finance 101, it just wasn't offered. I'm happy to share with you everything I have learned about money. Together we can create an action plan for your future while ensuring it aligns with your values and what matters most to you.
The doors are now open for Welcome to Wealth: Crafting a Financial Plan. This is a 6-week live online program where I lead young professionals through the process of creating a customized financial plan.
If you're ready to take the next step in your finances, but aren't sure where to start, this online program is for you!
We'll meet together virtually twice a week to cover the main areas of personal finance. I'll walk you step-by-step through creating a financial plan for yourself. At the end of our time together, you'll have a completed plan to follow and know what steps you need to take to reach your financial goals.
Welcome to Wealth: Crafting a Financial Plan starts on January 4, 2024.
The doors close on December 28, 2023, so register now!
During our retreats, we'll fix your money mindset, deep dive into personal finance, and create a financial plan to help you enjoy life while reaching the financial future of your dreams.
You don't have to cut out travel and stop buying nice things to get your financial house in order. In fact, having a financial plan gives you the freedom and confidence you need to do just that.
Since you love travel and experience anyway, join us on a retreat to learn something that can empower you while exploring a new culture, eating good food, and doing all the fun travel activities.
2023 dates are closed but registration for 2024 retreats will open soon. Join the waitlist to be the first to know. Or schedule a call to discuss creating a personalized retreat for you and your friends.
Offering cool—and helpful—employee benefits is one way to differentiate your company while attracting new talent and reducing turnover. Helping your team get their personal finances organized is a great opportunity!
We offer customized 1/2 day and full day workshops to help your employees develop a financial plan to put their stress at ease.
Schedule a call to explore customized corporate event opportunities for your organization.
Do you have one or two burning questions that you want to get clarity on? The One-Off Financial Service includes 90-minutes of in-the-moment financial coaching to point you in the right direction so you can continue to move forward with confidence.
How a Financial Coaching call works?
Do you want a CFP® to look over your full financial picture to create a roadmap for you to implement? Then this is ideal for you!
While you may be able to repair and build just about anything on your own, finances are different. Google and YouTube videos can be kinda sketchy and will only get you so far. No matter how great you are at following directions, you really need a clear and customized plan to follow from a Certified Financial Planner. A Financial Roadmap will get you up and running.
These meetings are the perfect way for you to get organized, then follow the roadmap we created to continue to stay on top of your financial life.
Investment: 1% of annual income based on your total income reported on line 9 of your 1040 ($1,980 minimum)
I am a CERTIFIED FINANCIAL PLANNER™, author, podcaster, motivational speaker and 4x Olympian.
Over a period of 12 years, I competed at the elite level in two Olympic sports earning one gold and two silver medals and became the first American woman to earn medals in both the Summer and Winter Olympic Games.
During this time, I struggled to find a financial professional who would help me understand my finances. And as a result, financial mistakes were made along the way.
After retiring from sport, I founded Worth Winning and turned my attention to helping young money makers win with their finances. I earned the following credentials over the years to help support you in winning at the game of financial planning:
• Master of Business Administration
• Certified Financial Planner
• College Funding and Student Loan Advisor
• Accredited Financial Counselor
I'm all about FUNancial learning, so let's get started!
Whether you know what the next right steps is for you or you're unsure what service will match what you're looking for, I'm happy to help. Schedule a call to explore your options by clicking the button below! Together, we'll find the right solution for you.