About Me

Like many people, my real financial education didn’t start until my mid 20s. As I got older, I began to recognize that there was a huge gap in the expectation that I should be saving money and the education to know how. I knew I wanted the freedom, choice, and impact money would give me – but I didn’t know how to make it happen. And, thinking about the future and retirement planning can be a stretch when you feel like retirement is this abstract thing. I mean, who knows if I’ll still be alive?! I’m alive TODAY!

Luckily for me, I met a woman who was a financial professional and her energy and attentiveness inspired me to want to set up an appointment with her. I knew I wasn’t on “track” and I felt a comfort with her that I hadn’t felt talking about money before. At our meeting together, she provided an education that I needed. We don’t learn this stuff in school, right? So this was what did it for me. A light switch went on, and I saw how simple it could be to be building wealth and setting myself up for the future.

When I had this plan in place, I immediately felt a sense of comfort and ease. I was able to actually enjoy my life NOW, knowing that my future was being attended to.

At the time I was learning to take more control of my finances, I started to pay more attention to how I was living and I began to feel something was missing from my life in general. Around that time, I received a mailer from a meditation center offering an introduction to Mindfulness-Based Stress Reduction. Something resonated with me, so I signed up for a three-day workshop – which ended up changing my life.

I realized that my finances weren’t the only area of my life where I was out of alignment. The workshop and subsequent study into energy work taught me that we attract from our vibration, and that I was in a scarcity mindset. This was affecting not only my financial health, but the people I was attracting, my physical health, and the way I was living my life. I realized I needed to make some changes.

After delving into a longer course of study on mindfulness, I began to feel like I was stepping into an entirely new paradigm, I learned gratitude and the power behind it – and doing so brought immediate results into my life. I traveled abroad on a path of self-development and conscious transformation. I took a ten-day silent meditation retreat in New Zealand; I spent time at a retreat and wellness center in New York, taking courses on mindfulness, intuition, emotional freedom technique (EFT), tapping, and meditation; I got my 200-hour yoga teacher certification; and I spent three months in Nicaragua to re-evaluate where I was going next. All of this allowed me to step out of my patterning and conditioning and get clear on my true purpose.

My advisor’s  approach was very educational and she taught me a clear financial strategy I could wrap my head around – but receiving the advice from a woman resonated strongly with me. I felt comfortable, I felt heard, and I wasn’t embarrassed by the things I didn’t know. I was hooked, and I knew I wanted to help other people feel the same way.