About
It may surprise you, but I'm a financial coach, a money mentor who was never that good at math! I'm a right-brained creative type who loves to write, dance (mostly ballet & hip hop), listen to music (live & recorded), view art, and read...fiction, non-fiction, spirituality & personal finance books, magazines and even stock prospectuses!
I'm a 20 year veteran in the media and entertainment industries. As a freelance TV and digital producer, documentary filmmaker and former journalist, I understand the cycle of what it's like to work for a few months, then have to go on unemployment and find another job. Living that lifestyle put me on a journey to learn how to manage my finances and change my mind-set from one where 'feast or famine' is a common theme to a mind-set of continuous abundance and freedom!
I've gone from making $20,800 a year, out of college, with $35,000 in student loans and $3,000 in credit card debts, to paying it all off, using an unconventional method, saving up a year's worth of expenses, and buying my first home, a loft in downtown Los Angeles, all on my own. I'm also contributing to a retirement account that's on track for an early retirement, if I so choose, and now live in a beautiful house my husband and I bought, located in a historic neighborhood in Pasadena, CA called Bungalow Heaven.
I believe in Love above all else! Love for God, family, friends and for my enemies (which I hope I don't have too many). I also believe in treating people the way I want to be treated (with kindness and respect), and then treating ourselves with the same kindness and respect. I'm passionate in everything I pursue and I'm all about the freedom to pursue what we're all passionate about! I believe that life is an adventure and that we all should take "calculated" risks. As for money, I believe it's an exchange of energy. How you see and use this energy is how it will reflect back to you. Money also represents freedom, and I want to help you feel and be more free to achieve your most passionate dreams!
Oh yeah...for people who actually care about this stuff…I'm certified as a financial coach, life coach and a trauma-informed master coach (because I believe in a holistic approach to your finances)! I’m also a graduate of the (very rigorous) UC Berkeley Program in Personal Financial Planning. It was a 9 month program consisting of Fundamentals of Financial Planning, Insurance, Investments, Taxes, Retirement and Estate Planning. I had mid-terms and finals for each course, and at the end, I gave a Capstone Presentation on a client for my final grade. All in all, a lot of people says it's like a Masters Program. I have also completed the Financial Planning Association’s Externship Program, which included putting together investment management portfolios, analyzing risk tolerance, giving recommendations for student loan and cash flow planning, evaluating tax implications, and determining the likelihood of success in different client retirement scenarios. So, I’m teaching you through personal experience as a creative freelancer and business owner as well as someone with the training and educational background.