Financial Consultant, Speaker, Trainer
Let’s reduce financial stress and improve financial health!
Are you looking for an informational yet energetic and compelling financial speaker for your next event?
Whether you need a workshop, keynote, or financial wellness curriculum, we have a solution to empower you and your staff or members.
As Seen In
Our financial wellness training and money management tools address the top needs and financial concerns. We don’t only cover the basics.
Don’t let the fact that we teach a protocol for establishing financial stability, security and growth make you think it’s boring and just the fundamentals. We present information in an interactive and impactful manner. Our audiences are engaged and more importantly get specific steps to take action.
Whether you need a workshop, keynote, or financial wellness curriculum, we have a solution to empower you and your staff or members.
Signature Talks
The 3 Stage Financial Ladder
I teach the three stages of the financial journey and how to navigate through them to financial success. Identify what stage you are in and create an action plan to progress through the next stages.
Creating a W.I.S.E. Lifestyle Strategy
Learn how to optimize your cash flow to be able to save more money, pay off debt, and build wealth. We’ll make money management simple and cover skills and resources to accelerate financial goals.
Navigating a Tight Budget
Paycheck to paycheck is a reality for many across different wage levels. We’ll cover specific actions to take to optimize your cash flow and create some wiggle room to put more money towards financial goals.
