Hi! I’m so glad you stopped by to say hello.
You’re probably wondering who I am and why I think I can help you.
You see, my passion is helping folks like you feel really great about your relationship to money, so you are free to follow YOUR passion.
I’ve been working with my clients and their money for 9 years now, first as a Financial Advisor with Smith Barney (now Morgan Stanley Smith Barney) and now as a money and business coach.
I had all of the fancy financial licenses (Series 7, 66, Insurance and even my Mortgage license) and now I am simply a money coach, no longer managing investments, but managing the energy and emotions around money.
What I have found after working with money in-depth for 9 years, is that we MUST have a positive, healthy relationship to money first, THEN we can create business success and good money management habits.
I saw it over and over. Folks with A LOT of money who were miserable in their day to day life, and often racking up credit card debt that they could easily have paid off. Why was that? I was curious, and started to look under the hood of our money relationship.
There’s a lot going on under there!
I’ve uncovered OVER 50 negative emotions that my clients associate with money. No wonder they are struggling!
Now it has not been all rosy for me either, which is why I feel a deep calling to help others with their relationship to money.
When I quit Smith Barney in 2010 to start my own coaching practice, I radically underestimated how much income I would earn that first year, and things got REALLY stressful.
I’ve been there, done that, so you don’t need to worry that I will be judgement, or that your situation is something I haven’t seen before. (I’ve seen it ALL and lived most of it!)
Now I am the co-creator of “Heal Your Wallet”, which is a 5 step online home study course that will shift you into the positive with your relationship to money.
I also teach about money at conferences and to corporations, and have had the honor of speaking for the Women Business Owners Network, Senator Leahy’s Women’s Economic Opportunity Conference, Rotary Club, Vermont Energy Investment Corp., Dealer.com and internationally at the Ultimate Girl’s Getaway.
I’ve also appeared in Women’s Health magazine and been published internationally in the Gulf News of Dubai. (How fun is that?!)
For fun I love to salsa dance, sing blues and folks (and some karaoke!), travel to warmer places, work on my Italian, paddle board, kayak, bike ride, and read endless books on love, consciousness and money.