Financial Mastery for Professional Women
A four-week transformative journey in community with other real, professional women. By the time you graduate from Financial Mastery for Professional Women: You will have a sense of your current financial picture and what your financial priorities need to be right now. You will know what financial levers to pull to achieve greater financial freedom. You will understand which debt to prioritize, and which to let linger. You will understand what goals you should financially prioritize as a professional woman. You will know how to calculate your personal financial independence number. You will have a concrete, personal financial plan made by you, for you.
Money Mindset Masterclass
Banish financial anxiety. Understand how your childhood might affect your relationship to money. Bust through your money shame and gain clarity on how you can finally make financial progress. Do you ever wonder why you can't seem to make progress toward your financial goals? Do you wonder why you cannot bring yourself to open your credit card statements?Are you hoarding money and afraid to spend anything? It probably has a lot to do with your money mindset! $25 is all that stands between you and a healthier relationship to money. Join us for a 90-minute live masterclass on May 20th at 12 pm EST. We'll go over the following topics: *What is Money Mindset? *Review the “Money Thoughts” Cycle*How Money Mindset Issues & Financial Trauma Manifest for POC*Money Mindset Ramifications*Live Exercise to Uncover Your Money Mindset*Practical Financial Systems to Establish & Combat Negative Cycles
Advisor Coaching Session
If you’ve found yourself here, then you must be looking for insight into starting, growing, or scaling your financial advisory practice, right? Maybe you’re a new advisor in need of a thought partner or perhaps a seasoned advisor who is looking for insights into starting and running an RIA. Whatever your needs may be, I would love to help! Things I can help with:How to select your nicheHow to structure your advisory offeringHow to onboard clients in an easeful waySetting up financial planning workflowsAdvisory tech stackHow to market & grow your practiceHow to attract young talent to your advisory practice& more! This is a single, 60-minute coaching session.