Beyond Numbers,

Building Financial Wellbeing & Flexibility

Today & Tomorrow

Give your audience more than motivation—give them tools. I’m a Licensed Therapist (LCSW), MBA, and Certified Financial Therapist (CFT™) who translates money psychology and real-world strategy into engaging, sassy-smart talks that actually change behavior. From high-cost-of-living realities to performance under pressure, I teach leaders, teams, and communities how to reduce money stress, make values-aligned decisions, and build financial flexibility without burnout. Expect crisp frameworks, practical scripts, and stories from West Coast FI life that your audience will quote later—and use the next morning.

“Thank you for providing this information. The Speaker was informative and I appreciate her offering a session for a free consultation. The topic was relatable and I’ll rewatch to catch the books and podcasts that were recommended. Thanks again!”

– Attendee

“This was great, timely information. The presenter and hosts were very thorough and brought a sense of ease to the topic. Kudos and thank you!”

– Attendee