Empowering passionate professionals to be confident and in control of their money.
We love what we do. And we love people who love what they do, too. This mutual love-fest gives meaning to the work we do together. Through our group workshops, individual coaching, and "work & play book," we have helped hundreds of passionate professionals develop a positive relationship with money.
Our approach to financial wellness is comprised of both the practical – what you do – and the emotional – how you feel – with an emphasis on earning, spending, saving, paying off debt, and building credit.
We also help our clients to engage and develop relationships with other financial professionals (accountants, attorneys, and financial advisers) from a place of power and confidence.
The strategies, tools, skills, knowledge, and resources we share will help you begin to identify your options, solidify your plans, and take the actions that feel authentic, realistic, and sustainable for you.
We invite you to take a look around and let us know how we can support you on your financial wellness journey. We look forward to getting to know you and are so happy you're here.