It's time to build wealth that feels good

My signature pillars of embodied wealth:

Financial Strategy | Money Mindset | Nervous System Regulation

You’re not supposed to know all of this already.

No one hands you a manual when your income takes off. There’s no secret class that covers how to grow, protect, and enjoy your money while keeping your sanity intact. That’s why I’m here.

I’ve built a signature approach to financial management that combines the wisdom of your body to create a financial plan like no other.

I offer three unique ways to work together based on your desire level of support:

Tier I: Financial Planner

  • High-earning women who want strategy and clarity with the freedom to implement independently.

    • 4 deep-dive quarterly sessions per year

    • Email support between meetings

    • Access to custom dashboards & templates

    • General business-owner guidance integrated into personal plan

    • General tax planning guidance annually

    • Annual strategic review of personal + family wealth

  • $10,000 per year (can be paid monthly or quarterly)

Tier II: Financial Partner

  • Business owners & entrepreneurs who want active collaboration and accountability month by month.

    • 12 monthly partnership meetings per year

    • Priority email + faster response time

    • Monthly dashboard updates with cash flow + net worth tracking

    • Deeper business + personal integration: owner pay structure, benefits, tax estimates recalibrated in real time

    • More proactive tax planning woven into monthly discussions

    • Real-time evaluation of opportunities & decisions (new hires, expansion, investments)

  • $20,000 per year (can be paid monthly or quarterly)

Tier III: Financial Concierge

  • Ultra-busy, high-earning women who want a personal CFO to anticipate needs and run point on their financial world.

    • 12 monthly meetings + ad-hoc check-ins as needed

    • Priority access—top of the list for scheduling & responses

    • Executive-style reporting: polished monthly financial dashboards + proactive insights

    • White-glove: entity structure optimization, scenario modeling, lifestyle decisions (real estate, relocation, philanthropy)

    • Direct coordination with CPA, attorney, and other advisors (you don’t have to be the middlewoman)

    • Concierge-level guidance: impact investing, donor-advised funds, trusts, estate planning reviews, legacy strategy

    • Annual VIP retreat or intensive day to vision, reset & expand

  • $30,000 per year (can be paid monthly or quarterly)

 You already know how to earn.
You’ve built a business or career you love.

But no one told you what comes next.

  • Strategy

    Smart, streamlined strategies designed for your big, beautiful life

  • Mindset

    A liberated mindset is the foundation of financial freedom

  • Nervous System

    A regulated nervous system creates confident financial choices