
















25+ Years Corporate Finance
Financial Coach


35 Years in corporate accounting
Real estate investor
Money Coach
Single Mother














No, I'm not a licensed financial advisor and this isn't personalized investment advice. What I provide are educational tools and frameworks to help you understand your own financial picture. You can think of it as financial literacy meets life coaching. For specific investment decisions, always consult with a licensed professional.
Absolutely! That's exactly why I created it. The spreadsheets are simple—you just plug in your numbers, and they do the math. The video walkthroughs show you exactly what to enter and what it means. If you can read your bank statement, you can do this.
Those apps are great for tracking daily spending, but they can feel overwhelming and don't help you see the big picture. My toolkit is focused on net worth what you actually OWN vs. what you OWE. It's the number that matters most for your future, and it's surprisingly simple to calculate and track. (Plus, how comfortable are you with connecting all of these apps to your very personal financial data?!)
First, you're not alone most people don't know their net worth. Second, there's no judgment here. The whole point is to get a clear picture so you can improve. You can't change what you don't measure. And I promise, knowing the truth even if it's scary is better than guessing.
You'll have clarity within the first hour of going through the toolkit. As for financial improvement—that depends on the actions you take. But most people who use the system find at least one or two areas where they can make immediate changes. Small shifts compound over time.
Yes! If you go through the toolkit and genuinely don't find it valuable, just email me within 30 days and I'll refund your purchase. No hoops, no hassle. I'm confident this will help you, but I want you to feel safe trying it.

Five Mistakes Smart Women Make With Their Money" eBook Discover the hidden patterns keeping you stuck and exactly how to break free from each one. These aren't obvious mistakes; they're the subtle ones that even successful women miss.
Money Math Net Worth Spreadsheet + 3 Video Walkthroughs
My signature simple spreadsheet that shows you exactly where you stand. Plus three video lessons: How to Calculate It, How to Analyze It, and Tips & Tricks for improvement. No complicated apps—just clarity.
Legacy Planner Checklist
Everything important in one place—accounts, passwords, contacts, wishes. Because the people you love shouldn't have to guess if something happens.
Debt Snowball Calculator
See exactly how to eliminate your debt faster using the proven snowball method. Watch your payoff date get closer with every payment you make.
Goal Setting & Journaling Prompts
Get clear on what you actually want your life to look like—and what your money needs to do to get you there. Because financial planning without vision is just numbers on a page.

Debt Snowball Spreadsheet + Video Walkthrough
My signature simple spreadsheet that shows you exactly how you can get out of debt the fastest way possible. Plus three video lessons: How to Calculate It, How to Analyze It, and Tips & Tricks for improvement. No complicated apps—just clarity.
3 Ways to Cut Costs ebook
Paying off debt can be tough- and you can only succeed if you successfully avoid adding more debt to the pile! This practical guide gives you time-tested advice to help you avoid new debt.
Before You Buy Checklist
Let these questions guide you in helping curb your impulse buying.
5 Minute Money Management System
Five minutes a day is enough to catch problems early, curb impulse spending, and keep your goals top of mind. Small check-ins create clarity, and clarity creates confidence
Habit Tracking Guide
This guide helps you turn good intentions into consistent action. Instead of relying on motivation or willpower, this simple tool lets you track the small, daily choices that actually move you out of debt.
