I GET ASKED ABOUT INVESTMENTS ALL THE TIME
"What type of accounts should I get into? What types of stocks to buy?"
And trust me, I love discussing these things. But in my experience, it is fundamentally important to know where you stand from a financial point of view before you make any next steps into the investing world.
Once we've got a good handle on mindset, we cover everything from tax organization, financial terminology, classifications of investment strategies, budgeting (and all the helpful apps to streamline the process for you), introduction to stocks, investing guidance, how to finally master excel spreadsheets and understanding the power of your net worth.
And this is just the start!
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That is what I specialize in: helping women identify their money mindset and improve it, so that they can tackle the basics and more quickly move on to SO much more!
APPLICATIONS ARE NOW OPEN FOR MY NEW GROUP COACHING PROGRAM!
If you've been wanting to take control of your finances, the time is now, to learn alongside a group of likeminded women.
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TELL ME
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does this sound like you?
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You have some debt but you're also eager to start investing, wondering which steps to take first.
This is a cart before the horse conversation that can definitely go around in circles. So lets's stop that merry-go-round with some new found clarity. love coaching women on best practices in this realm!
You have some extra money and would like to start investing, but the thought of deciding where is overwhelming.
The investing world can certainly feel daunting, I get it! Having invested for 20 years, I am here to help you sort through your options and choose which ones work best for your unique situation.
Money management in general stresses you out, and you'd like to feel more empowered about it.
Believe me when I say I love creating spreadsheets to suit all different types of situations. Working with me, you'll never have to Pin another budget template on Pinterest ever again. The financially organized life of your dreams is possible!
IT DOESN'T HAVE TO BE THIS WAY...
Imagine if you could:
Get to the root of your financial challenges by investigating your mindset alongside someone who has worked in finances and investment strategy for over two decades!
Gain access to time-tested and results-driven financial tools and methods, to kickstart your financial confidence.
Enjoy a supportive space with other women, as you uncover what's been holding you back financially.
ONE TO ONE COACHING
My one to one coaching experience is a confidential and safe space for you to share your financial concerns and goals. Once we determine that we are a good fit and I would be able to offer support and guidance, we will work together to create an individual plan for the you to take charge of your finances, allowing you to steadily gain confidence.
The subjects we can cover will include, but are not limited to:
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online banking
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to setting up trading accounts
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finding out your net worth
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estate planning
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dealing with family dynamics
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navigating divorce before and after
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registered and non registered accounts
GROUP COACHING
This is s safe space to discuss the mental constructs we create around finances, and to determine which of them are helping or hindering us.
In my group coaching experience you can expect to connect with a group of likeminded women who are determined to take charge of their finances, starting first with their mindset.
The workshop is hosted over zoom and will cover the following topics:
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Family: what influences and perception of money was like as a child
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Values: discussing and identifying values -Friends/ Social network: the influences of friends and how to set boundaries
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Traditions/ Habits: letting go of habits and traditions Goals: let's make some, yay!
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Confidence: what is your confidence level
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Getting off auto pilot,: no more intimidation, know where you are at to make the best decisions for you
