Who Our Clients Are

I work with self-motivated and high-energy professionals and entrepreneurs (individuals and couples) who experience overwhelm, uncertainty, and/or stress when it comes to managing their money.  I work with each client to build and develop a powerful platform of money mindset, mechanics (systems and processes), and manifestation techniques while teaching them the skills to save money, get out of debt, and keep more of the money that they make so that they can have more freedom, choice, and peace in their lives.

Most of my clients live in what I like to refer to as the “Bermuda Triangle of Finances (TM),” and experience at least 2 of the 3 points on the “triangle”.  Point #1 = they make good money and aren’t clear on how they’re spending it. Point #2 = consumer debt (credit cards, etc.) averages between $25,000 – $50,000. Point #3 = they have limited or no liquid savings (i.e. think short-term savings, not long-term retirement funds).  It’s our job to work together to consider and address each of these points on the triangle to pull my clients back up out of the downward spiral they’ve been in, often for many years.  Something just isn’t right about the fact that they’re working so hard but they have little (or less than they’d like) to show for it, so my clients want to understand how their money flows (in and out) and how to easily manage their money in the future.

My clients don’t have time for grandiose processes full of details or to read books to figure out which of the many different ways could work for them, instead they need something that’s easy to understand and implement and that will be a streamlined and efficient money management process going forward. They’re looking to put a plan in place to quickly address any financial challenges that they’re currently having, while simultaneously strengthening their financial foundation so that they can make proactive choices in their lives.

The clients I work best with are truly looking to heal and transform their relationship with money, once and for all.  They are savvy self-starters who are willing to take themselves on in areas of their lives that aren’t working and invest quickly in information and know-how in pursuit of the best version of themselves.  They are open to living life abundantly, and are actively taking steps to shift their financial consciousness in order to live the life of their dreams.


If you’d like to learn more about our clients, what their issues tend to be, and what they need most right now, please visit these pages:

If you’d like to see the benefits that our clients receive and the results that they achieve, please visit our Happy Clients page.

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