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My Work as a Financial Behaviorist and Business Coach blends financial strategy with behavioral insights. I help entrepreneurs and professionals understand how their beliefs, emotions, and decision-making patterns impact their financial and business outcomes. My approach goes beyond just numbers—I focus on the why behind money choices and help clients align their personal and business finances for long-term success.

• Financial Advisors focus on financial planning, investment management, and wealth-building strategies. They often provide guidance on retirement planning, asset allocation, tax strategies, and other technical aspects of financial growth. Advisors may hold licenses to sell financial products or manage investments on a client’s behalf.

• Financial Coaches help clients with practical money management skills—budgeting, debt repayment, saving strategies, and financial goal-setting. They focus on building habits and providing accountability but typically do not offer investment advice or delve deeply into money psychology.

• For Coaching: Smart, driven, and curious high-earners who sometimes become financially distracted and anxious about their financial roles, responsibilities, and choices.

• For Speaking: Forward-thinking companies, law firms, and conferences that provide financial well-being training and who want that experience to be comprehensive - integrating the psychology and emotions of money with the math of money - and dynamic.

Financial success isn’t just about how much you or your business earns. Because while earning a good income is part of the story, it is not the whole story.

An important piece of the puzzle is making better financial decisions, aligning your money with your values, and using your resources to create the life and business you truly want. Or, as I like to say: To be “successful, profitable, and not broke!”

Earning a good income doesn’t make you immune from common challenges like:

• Feeling like you should be further ahead despite your high income.

• Struggling with pricing, scaling, or reinvesting in your business.

• Making money but not feeling financially secure or in control.

• Avoiding financial decisions or experiencing stress around money.

• Wanting to be more intentional about wealth-building, lifestyle choices, and long-term financial health—but not making choices that are aligned with these desires.

I help you go beyond just the numbers—I help you uncover the patterns, emotions, and beliefs driving your financial decisions so you can optimize your income, reduce stress, and build wealth in a way that feels truly aligned with your goals.

Because it’s not just about how much you earn. It’s about how you use what you earn to create the success, security, and freedom you want.

Working with me is the right fit if you’re looking for more than just financial advice focused on “how-to”—you are curious about the “why” and want a deeper understanding of how your money decisions align with your business (or career), values, and long-term goals.

You’re likely a great fit if:

• You’re an entrepreneur, business owner, or high-earning professional who wants to be more intentional about how you manage and grow your money.

• You’re making money but want to feel more in control, confident, and strategic with your financial decisions.

• You recognize that financial success isn’t just about the numbers—it’s also about mindset, habits, and emotions.

• You’re ready to explore why you make certain financial choices and how to shift patterns that no longer serve you.

• You want a thoughtful, practical approach that blends financial strategy with human behavior rather than a one-size-fits-all formula.

• You’re willing to do the inner work this type of work requires. (Please note: This is not therapy, but it does require self-reflection and a willingness to adapt.)

If this sounds like you, then my approach can help you gain clarity, make empowered decisions, and create financial success in a way that feels sustainable and aligned with the life and business you’re building.

My signature 1:1 coaching program is a six-month immersive experience where we meet twice a month for 60 minutes.

However, if you're a time-constrained entrepreneur or professional who is seeking impactful coaching without long-term commitment, a Half-Day VIP Coaching Session is an option.tion

Yes, all keynotes and workshops are customized.