Great question. I don’t manage your investments or sell financial products. I’m a coach coming from a neutral perspective. I help you get clear on how to align your money with your vision for life—what truly fulfills you—and support you in building your financial life around that. It’s part deep money clarity, part real-life alignment. While traditional financial advisors tell you what to do with your money, I coach you to feel confident choosing what works best for you.

No, you don’t need to be wealthy or perfectly organized to work with me.
Many of my clients are high achievers who still feel unclear or disconnected when it comes to money. A lot of them are navigating big life transitions—like a new marriage, divorce, retirement, inheritance, or simply losing trust in the traditional financial industry.

What matters most is that you're ready to take ownership of your financial life in a conscious, values-aligned way.

As the old Chinese saying goes: "When the student is ready, the teacher appears."

Excellent question. Most people are chasing wealth without ever stopping to ask: How much is enough? That creates a constant loop of stress, time loss, frustration, and burnout.

Your Enough Number isn’t the bare minimum to survive—and it’s not some inflated fantasy of luxury either. It’s the sweet spot: the number that keeps you inspired but not exhausted. It’s the clarity that allows you to make confident decisions, aligned with your real values.

When you know your Enough Number, you're no longer stuck in survival mode or caught in endless striving. You gain the peace, direction, and freedom that real financial well-being is built on.

The Wheel of Wealth is a holistic framework to help you see the full picture of your financial life — not just your bank account, but the beliefs, behaviors, and vision that fuel your energy and love of life.

Each spoke on the Wheel represents a key part of your alignment with wealth — your mindset, habits, emotional connection, purpose, and more.

Think of your financial life like a bicycle. When even one spoke is weak or wobbly, the ride gets bumpy. That’s where the energy leaks happen — self-doubt, overworking, procrastination, financial guilt, and burnout sneak in.

But when all parts are in sync, you create momentum effortlessly, with clarity and ease.
You feel deeply alive — joyful, satisfied, and grounded in peace — no matter your income or net worth.

Too many people spend years — even a lifetime — stuck around wealth.
Not because they’re unmotivated, but because they’re aiming their energy in the wrong direction.

Without a clear map, it's easy to confuse motion with progress — to hustle harder in one area while the real issue goes untouched.

That’s why not everyone with money feels joyful, fulfilled, or free.

The path to a truly wealthy life starts with awareness.

Where is your Wheel of Wealth out of balance?

When you can see that clearly, everything begins to shift — not just your finances, but your energy, your emotions, your peace… and your power to design a life of true freedom.

The quiz is just a wake-up call.
Aligned wealth and true financial freedom start with awareness.

After the quiz, if something sparks for you, you’ll have the opportunity to request a one-time complimentary coaching session with me. We’ll dive deeper into the old money patterns that may be holding you back from the life you truly want to live—one that inspires and energizes you.

From there, we’ll make a mutual choice about whether it feels right to continue working together.