Are You My Ideal Money Coaching Client?

What makes an ideal money coaching client? The fact that you are reading this is probably already a good indicator!

My six month money coaching program is tailored to help a specific group of people.

We could be a great fit if you:

  • Have a general sense of budgeting, finances, and savings. You don’t need to be an expert, but if you are familiar with these terms, then you are off to a good start. You already understand the importance of thinking long term and building wealth.
  • Want help with your money mindset, and you’re realizing that making more money hasn’t made you feel safer about your money because now you have more to lose. You would like to take tangible steps to become a future millionaire by making your money work for you in the stock market, and you realize you want to create safety for your present self to enjoy life, guilt free.
  • Are open to having someone hold you accountable and literally screen share with you to show you the steps it takes to open investment accounts, buy stocks, and create massive passive income streams for decades to come.
  • Amassed a bunch of money, through an inheritance and/or disciplined saving, that’s been sitting there, and you don’t know what to do with it.
  • Most importantly, want to work with someone who can relate to you and your background. Whether that’s being a first gen American, an immigrant, Latinx, queer, non-binary, digital nomad, you name it. If you know anything about me, it’s that I’m proud to share my multifaceted personal experiences in hopes that others can feel seen and understood. We all deserve financial freedom and I’m here to bring my community along on this wealth building journey!

You don’t have to meet every single one of the above items to be my money coaching client

But if you found yourself nodding to a few of these, we might be a good fit! Schedule a call with me today to chat and we can see if you are my ideal money coaching client.

During my six month money coaching program we focus our work around six key areas:  net worth, money mindset, cash & debt, credit cards, investing, entrepreneurship, and millionaire status.

Learning the technical terms like the differences between a 401(k) vs a Roth IRA is the easy part. What surprises clients the most is how important it is to talk about money mindset. It’s the most challenging BUT rewarding part of our work. A lot of limiting beliefs come up that we work on deprogramming. It truly is a mind f*ck to start thinking of yourself as a future millionaire. All our lives, we were told as marginalized people that we didn’t deserve wealth or basic human rights.

Money is a taboo topic in general, and especially in marginalized communities

You may have grown up with uncomfortable feelings about money. We will work through these conflicting feelings and fears. We will have deep conversations to understand your financial upbringing because it has such a massive effect on you today. I will coach you to shift your mindset. To focus on how you want to FEEL about money, and embody your future millionaire self NOW.

I can’t wait to help you reach  financial freedom to be able to say no to things/people/jobs that don’t align with you. You should have the power to choose the things you want in this precious life! At the end of the day, the point of life isn’t just to make money and buy more things, it’s to be able to do what makes you happy.

Money doesn’t buy happiness, but it does give you options. What do you want out of life? Get on my calendar and let’s start talking about it!

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