Invest In Yourself

Money Mom Academy
This is the ultimate learning program! It contains everything you need to know to become the go-to money person in your circle. Not only will it show you how to become financially successful and build generational wealth, you will also learn how to pass that knowledge on to the next generation. It includes lifetime access to the program, weekly live group zoom calls, bi-monthly 1:1 zoom sessions, and, once the world reopens, unique retreats where everyone can meet and learn from each other.

1:1 Consulting
If you really want that extra attention, 1:1 consulting is available on a limited basis.

Effortless Investing
This seven module mini e-course will take you from being completely clueless to purchasing your first stock online with absolute confidence in just a few hours.

Mortgage Ready Spreadsheet and Consultation
Are you preparing to purchase a house or take out a large loan for some other purpose? This two-session program will ensure you are ready to go and that you know what you need to ask so the loan officer is impressed with your knowledge.

How To Be A Money Master
This free facebook community and website will give you everything you need to succeed if you like to DIY.

Small Business or Not-For-Profit consulting
On a very limited basis, I consult with small businesses and not-for-profits that have good cash flow but are still struggling financially. I can help you figure out which systems and processes you need to put in place so you can have a solid foundation from which to work and grow.
I also provide virtual CFO services to ensure you are optimizing every dollar that comes into your account and to analyze which decisions will make you money versus the ones that will not.
Need a spreadsheet so you can determine your cash flow for the year, annual fiscal budget, or project budget? I can help. I have over 30 years experience in the small business and not-for-profit arena.
Email or connect with me via facebook to schedule a meeting.