


My {Messy} Money Story
There was a time when I was clueless about money. I did not understand how to take care of it and I didn’t know how to keep it. In fact, I was a classic financial avoider.
I made a series of bad choices that cost me dearly. Long story short, I ended up owing six-figures in credit card debt from a failed business partnership.
Against the advice of several attorneys, I refused to file bankruptcy and instead devised a plan to pay it all off, which I did in approximately five years. (Thank you, Jesus!)
Becoming financially educated
Dealing with all that debt was the most grueling stress I have ever gone through. Worrying and wondering how I would ever pay it all off created a lot of anxiety and shame. It was clear I needed to learn how to manage money.
After some serious soul-searching, I made a commitment to myself that I was going to do a deep dive into my money stuff. I enrolled in and studied every program I could get my hands on. I took retirement and financial planning courses and I read tons of financial books. As a result, I transformed my finances and inner-programming around money over the course of a few short years.
Today, I am debt-free (except for a mortgage); I enjoy a multi-six-figure income and financial abundance; As a high net-worth woman, I take good care of my money; and I value my financial peace of mind, knowing my wealth is protected!
Because of all this training, I realized women are woefully unprepared to live a financially secure retirement.
Here’s why I’m passionate about women and financial security.
49% of women over the age of 75 live alone.
(Administration on Aging, U.S. Department of Health and Human Services, A Profile of Older Americans: 2010)
Statistically, women outlive men and therefore need a larger nest egg to live a comfortable lifestyle when they can no longer work.
That’s why I’m passionate about helping women succeed in business! Because we need more money throughout our lifetime to take care of ourselves and our loved ones.
Women are less confident that they will have enough money to live comfortably throughout retirement. (Insured Retirement Institute, Women, Retirement, and Advisors, September 2011)
74% of women agree that they do not know as much as they should about retirement investing.
(Transamerica Center for Retirement Studies, Women & Retirement: Current Outlook & New Opportunities, August 2010)
My Unique Expertise Helping Women Protect Their Wealth
Twelve years ago, I trained to be a financial advisor, specializing in retirement planning. But I soon discovered that the male-dominated financial services industry hasn’t traditionally catered to women. The average financial advisor doesn’t understand that for women money is emotional. The industry has let women down. It’s no wonder that women are turned off by money.
So, I set out to find a solution.
Several years later, I got certified as a business and money coach. Blending my training from both the financial advisor model and the life coaching model into one holistic solution, I created a female-friendly process that integrates the emotional side of money with the practical step-by-step strategies for growing and protecting wealth and achieving financial peace of mind.
When we address both the emotional aspect (the inner game) and the practical aspect of money and business management (the outer game) simultaneously, we feel more supported, and therefore more confident in making smart financial decisions.
This transformation has a huge impact on a woman’s ability to charge what she’s worth, increase her income, manage her money and business, and protect her wealth.
Is this you?
✓ 53% of baby boomers women are concerned about outliving their sources of retirement income. (The Allianz Reclaiming the Future Study, 2010)
✓ 28% of baby boomer women don’t think they can afford to retire. (The Allianz Reclaiming the Future Study, 2010)
✓ 62% of women wish they have saved more. (The Allianz Women, Money and Power Study, 2007)
✓ 55% of women wish they had begun saving earlier. (The Allianz Women, Money and Power Study, 2007)