Why does my team need this?

Financial worry is among the top causes of chronic stress in the US. This causes a myriad of problems including deteriorating health, poor work performance, and strained relationships.

What do you do?

I combine 15+ years of experience and knowledge in financial literacy, fitness, nutrition, mental health, emotional intelligence, communication, psychology, and other areas of personal development to help individuals make better decisions with their money that also positively impact their work performance, overall health, and sense of fulfillment.

What will you be teaching my team?

Nothing I teach is original. It is all principles, concepts, tools, and examples from the world’s most respected figures in finance, health, and success. I extract all of this wisdom and deliver it in a succinct and easy-to-digest package so even the most financially illiterate person can be empowered and inspired.

What is your teaching method and what makes it special?

My 4 step process has been refined around a few key pillars. 

1. Education is important, however, upgrading one’s mindset and beliefs is also mandatory.

2. The more qualified perspectives, the better. While I received certification through Dave Ramsey’s coaching program, I incorporate philosophies from amazing gurus such as Robert Kiyosaki, Warren Buffett, Ramit Sethi, Tony Robbins, and more. I’ve found that all of these teachers share wisdom that can be utilized in the proper context. I also believe in a holistic approach. Financial literacy is incredible, yet only one form of empowerment. This is evident in those tragic cases we hear about where highly successful and wealthy people become suicidal or have addictions to drugs and alcohol. Leading my clients to a heightened level of self awareness, improved health, and emotional intelligence is equally as important.

3. We become what we repeat. Having the proper information is only one piece of the puzzle. Helping my clients stay true to their goals through ongoing accountability and habit formation is what truly creates long lasting change.

Do you sell or promote any financial service products?

Nope! I am not a financial advisor nor an insurance representative. My focus is on instilling your team with the most productive mindset, behaviors, and habits that will enrich their lives and help you as a byproduct.

What guarantee do you offer?

Results are all that matters. This is why I guarantee to deliver the life changing knowledge and ongoing support to ensure lasting change. What I cannot guarantee is someone else’s desire to improve their situation.

Before booking, please schedule a time to connect with me to ensure working together is a great fit for both of us.

How much do you charge?

Individual 75-minute sessions: $297 investment. 

(1)75 minute ZOOM workshop (Teams up to 15 people): $895 investment.

Entire 4 Part Money Mastery Workshop Series for teams up to 15 people (4 75-minute ZOOM workshops): $2495 investment.

For in-person workshops, teams above 15 people, custom packages, and retainer info, schedule a time to chat with me HERE.