Financial Success Society Membership

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

The keystone of our financial services is the Financial Success Society. Your financial journey is unique. The Financial Success Society is an exclusive membership group designed for those who want to feel confident about their financial decisions as they move into a secure 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 action plan for financial success
  • Live monthly Facebook training sessions
  • Access to our private Facebook Group
  • Exclusive resources and tools
  • Mindset coaching to help you take control of your finances
  • Access to regular Facebook Live Q&A sessions

When you join the Financial Success Society, you’ll receive guidance, insight, and support to help you move financially-forward and take control of your future. We eliminate the confusion and overwhelm by providing you with the exact steps to take no matter where you are in your financial journey. Feel confident and in control of your money!

Learn more about the Financial Success Society

The Financial Success Society is open to very limited enrollment ONCE A YEAR. Join the Waitlist and be the first in line to learn about our next open enrollment. When you join our waiting list, you will automatically receive access to our Free Resource Library as well as valuable tools to help you on your journey to financial success.

Financial Success Society #smallactionsBIGRESULTS

Making Cents Count Financial Organizer

Ready to move forward with your finances? Looking to get 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

If you want financial confidence, get the Financial Organizer. You’ll get results that fit your lifestyle — even if you’re stretched thin on time!

Ready to create a stellar budget with ease? Then snag the most comprehensive financial spreadsheet you will ever need! Our Monthly Budget Workbook Template is available for purchase to get you started on your financial journey to success.

Get the Making Cents Count Financial Organizer Now!

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 jobs. 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 financial services and investment field, I’ve worked with countless clients, and I’ve seen it all. I can help you with the financial ‘must-knows’ you need for a secure future (even if you’re stretched too thin on time).

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 confidence in a secure 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!