Financial Services

Your Boutique Experience

Financial Success Society Membership

Follow the path to financial success where small actions lead to BIG RESULTS!


The keystone of our financial services offerings is the Financial Success Society Membership. The Financial Success Society is an exclusive membership designed to guide and educate high-achieving women with organizing their finances and building customized investment strategies so they feel confident about a secure financial future. Our society is a robust, private community centered on core values, beliefs, and financial philosophies.

Financial Success Society Members receive:

  • Our Step-by-Step Financial Success Path to help you take control of your finances
  • Private Membership Hub tailored specifically to you
  • Access to our exclusive members-only Facebook Group
  • Exclusive arsenal of reference guides, checklists, templates, resources and tools
  • Mindset coaching + support from our robust, private community centered on core values, beliefs, and financial philosophies
  • Monthly Facebook Live Q+A sessions to discuss your most pressing questions
  • Content to ensure you have the latest financial insights
  • Audios, Videos, and Transcripts to help you consume financial content in a way that you prefer
  • Our all-in-one experience to help you make financial progress easier and faster
  • Results that fit your schedule + lifestyle
  • And SO much more…

The Financial Success Society eliminates the confusion and overwhelm, giving you the exact steps to take based on *your* current financial stage. As a result, you’ll receive guidance, insight, and support to help you move financially-forward, and take control of your future no matter where you are in your financial journey. Feel confident and in control of your money!

OH NO!!!

The Financial Success Society Membership is Currently Closed…

…now that registration is closed I’m ALL IN serving our community and helping them get results, but I want to give you the next best thing — for FREE!

If you’re ready to move financially-forward, join our Waiting List now, and be the first in line to get all the details when the doors open September 11, 2023!

Then, check your email and be on the lookout for “Welcome! You’re on the List!” and peek inside to find the “6 Simple Steps to Get Financially Organized” Checklist as our gift to you…

Financial Success Society Membership


Once you join the Waitlist, you will automatically receive access to our Free Resource Library, filled with valuable tools and resources to help you on your journey to financial success.

Making Cents Count Financial Organizer

Ready to move forward with your finances? Looking to get financially organized? Our financial organizer is the robust answer you need. The organizer is our DIY financial services option, providing you with the tools to eliminate financial overwhelm.

Get the most comprehensive financial organizer you’ll ever need.

  • Do you feel your finances are under control?
  • Do you know where or how to start budgeting?
  • Do you feel confident about your financial decisions?
  • Do you have your finances organized and streamlined?
  • Do you feel confident and secure in your future?

If you answered no to any of these questions, you need the Financial Organizer!

In the exclusive Making Cents Count Financial Organizer, you’ll get:

  • Clear strategies to get your finances under control
  • Processes to organize and streamline your investments
  • Guidance to track your legal documents, tax information, and permanent records
  • Markers to know when you should meet with an attorney to establish a will or trust
  • Templates, checklists, and step-by-step actions
  • Insights on the financial-must haves to build a secure future
  • Detailed How-To Guide for optimal results

If you want financial confidence, grab the Financial Organizer, and get results that fit “your” schedule!

Making Cents Count Financial Organizer

Ready to create a stellar budget with ease? Then snag our all-inclusive financial spreadsheet! Our Monthly Budget Workbook Template is available for purchase to get you started on your financial journey to success.

Personal Finance & Investing 1:1 Consulting

I get it — finances can get overwhelming. They can be hard to understand, really, really hard.

  • Do you have questions about your finances?
  • Are you wondering how you can get your money under control and change your mindset about money?
  • Are you worried about your future, wondering if you’re making the right financial decisions?
  • Are your financial worries keeping you up at night, shaking your confidence, and leaving you stressed out?

It’s time to take back control!

I believe you control your finances; they don’t control you.

If you need 1:1 financial services, let me provide the support and attention you need. Helping clients understand the financial process is truly one of my favorite things. It gives me a chance to work with you one-on-one, where you are the only focus! I love seeing people build their confidence as they learn how to put their money to work! There’s nothing more rewarding than seeing the relief that comes as you learn to trust in yourself, knowing you’re making the right financial decisions.

Having spent my career in the insurance and financial industry, I’ve worked with countless clients, and I’ve seen it all. I can help you with the financial ‘must-knows’ you need for feeling confident about a secure future.

Personal Financial & Investing 1:1 Consulting is perfect if you:

  • Need and want personal financial guidance for your unique situation.
  • Need and want to become intentional about your financial well-being.
  • Need a personalized financial services plan that fits your timeframe and your busy schedule.
  • Above all, need to feel financially secure about your future.

Wondering if Personal Financial & Investing 1:1 Consulting is right for you?  I offer a FREE Initial 30-Minute Consultation. In the consultation we’ll tackle two goals:

  1. We’ll decide if Personal Financial & Investing 1:1 Consulting will provide you value beyond your current financial actions for a secure future.
  2. You will decide if we “click.” I believe personal finances require a relationship built on trust. If you like and trust me, we’ll move to the next steps.

If you’re ready to take control of your financial situation, I’m ready to help.

Personal Financial & Investing 1:1 Consulting Process & Rates

  • STEP 1: CONNECT:  FREE Initial Consultation | 30 Minutes @ No Charge
  • STEP 2: STRATEGY SESSION:  Personal Finance & Investing Planning and Walk-Through + Next Steps| 90 minutes @ $297.00
  • STEP 3: CLIENT CHECK-INS:  Follow Up + Progress Update | 60 minutes @ $197.00

I can’t wait to start working together to build your secure financial future!