Our Services

    Move from Confusion
    to Clarity & Control

    I guide students, young professionals, earners, and entrepreneurs to save smart, invest wisely, and build wealth + wellness, regardless of your income.

    Wealth & Wellness Circle
    2026 Cohort

    Wealth & Wellness Circle

    A guided finance and wellness space for those ready to stop guessing and start growing intentionally.

    • Investment education & market updates
    • Practical tools & templates
    • Monthly live finance teaching sessions
    • Accountability check-ins & peer support
    60-Minute Clarity Session
    Quick Reset

    60-Minute Clarity Session

    A deep-dive call to identify money leaks and give you clear direction when you feel stuck.

    • Review current money habits
    • Personalized apps & platforms guide
    • Budgeting & planning workbooks
    • Immediate actionable next steps
    1-Month 1-on-1 Coaching
    Deep Transformation

    1-Month 1-on-1 Coaching

    A full financial reset including personalized roadmaps for savings, debt, and investments.

    • 30-min snapshot + 90-min strategy session
    • Custom investment roadmap
    • 4 weeks of dedicated support
    • Limited to 5 clients per month
    Workshops & Speaking
    For Groups

    Workshops & Speaking

    Interactive and actionable finance sessions for organizations, schools, churches, communities, podcasts and talk shows.

    • Money mindset & habits
    • Building wealth without burnout
    • Interactive sessions (no boring lectures)
    • Tailored to your audience's needs
    Content & Collaborations
    For Brands

    Content & Collaborations

    Custom finance education content and collaborative campaigns for brands and platforms.

    • Digital finance education content
    • Webinars & community sessions
    • Brand-aligned financial literacy
    • Engagement-focused strategies

    Why Work With Me

    My work focuses on more than just numbers. I help you build wealth in a way that supports your wellbeing—at your own pace, with no unrealistic promises.

    Over 50% annual portfolio growth for 2 consecutive years
    Clients grow from 0 to 2-3 active investments
    Focused, personalized support (Max 5 clients/mo)
    Practical strategies that fit your personality
    100% confidentiality guaranteed

    Impact Highlights

    50%+
    Annual Portfolio Growth
    Hundreds
    Professionals & Students Trained
    2-3
    Active Investments per Client

    Your financial freedom starts with a decision.

    Imagine looking back 6 months from now, grateful you started today. You don't have to figure it all out alone.