It's my core mission to show others that they have the power through faith & imperfect action to design a life they LOVE. I focus on every aspect of empowerment - from creating a flexible work schedule to accommodate family & personal time, to igniting my clients' passions and creating a lasting, impactful, financially secure legacy.
I want to see those with servant's hearts gain greater confidence, financial success, and happiness within their lives. I develop my clients' ability to create well-rounded lives; physically, emotionally, spiritually, intellectually, financially, and within their relationships to themselves, their tribe, and their careers.
Ever since I was a little girl, I've wanted to help others. I learned about the power of investing following a robust career in the insurance industry as a licensed agent. With a strong, unrelenting desire to run my own business, I eventually gained several more licenses and certifications, eventually running my own office as Financial Advisor.
Still wanting to make a more meaningful impact, I opened my own franchise with my high-school sweetheart & husband, Rocky.
After we established this business, I had an epiphany. I realized that after nearly 2 decades of conversations with women, in particular, who were grappling with financial or other difficulties, the majority that I had spoken with were really missing something. These women (and the financial/investment industry as a whole) were putting the cart before the horse. Let me explain.
Women, by in large, face considerably different challenges than men. I had been teaching this in my Wealthy Women classes for years. Women are often the primary caregivers for their children, their spouses, their parents, and even their in-laws. Women would have smaller retirement accounts, less time off, and lower salaries due to time away from their careers. Plus women have less time to receive a critical education on finance & investments in the first place.
While women often handle the day to day household budget and checking account, they often choose to delegate the long-term finance & investment role to someone else, if at all. The reasons for this varies, but most often women find that they have no more of themselves to give - both to themselves and to their future. It was frustrating to see so many women give away their future with such nonchalance.
Meanwhile, my own life was about to get a major shakeup. Rocky and I had it all - self employed, happily married, living in my 2-story Mediterranean dream home, traveling often, and working hard in our successful business. Then, after 10 years of marriage, Rocky's mother passed away from an aggressive brain tumor, just before our first baby girl was born.
My mother-in-law's death reconnected me to my spiritual self. It re-ignited my thirst for learning, and encouraged me to dive into neuroscience, metaphysics, religious practices, spiritual gurus, & life coaching before arriving home as a Catholic.
Over the next 6 years, I gained my coaching certification, which enabled me to offer mindset coaching - a key missing ingredient that I was unable to offer my clients before. I also used this new knowledge to improve our workaholic lives that were starting to impact Rocky and I negatively. Once I set in motion all the practices I had learned, Rocky and I transformed our careers. We learned how to become more efficient, how to delegate & scale while working 3 days a week in the multi-million dollar business we designed.