SPEAKING

Our financial system and collective money mindset is toxic. More often than not, people feel overwhelm and shame when it comes to their money, which can detract from their family, their work, and their physical health.

As a financial advisor for almost a decade I’ve been helping people overcome their money blocks and transform their financial lives. My fun, education-based approach is accessible to everyone, whether they’re just starting out or miles down their path to financial wellness.

After your audience hears me speak they will:

• Gain confidence and let go of shame in dealing with their money…even if they don’t have all the answers right now.

• Realize that money isn’t bad or scary, it’s just a tool that helps take us where we want to go!

• Have the ability to take measurable action to tame their money and start on a path to prosperity.

BULK SALES - EARN SAVE SPEND

I offer attractive discounts on bulk sales of my illustrated personal finance book, Earn Save Spend. While it was written with early career Americans in mind, everyone should have the knowledge in this book. The easy-to-understand format makes personal finance concepts relatable and fun. I make it easy to provide your audience with a tool that can transform their relationship with money. Plus, I can tailor the content, provide excerpts and e-excerpts, and customize branding for your organization.

Who this is great for:

• Marketers: If you’re a marketer at a financial services firm, you know that image is everything. If you’re struggling to help your prospects and customers understand that you have their best interests at heart, let’s get on a quick call to talk about how Earn Save Spend might compliment your strategy.

• Corporate Leaders: Earn Save Spend is a simple, cost-effective, low-commitment way to show your team members that you value their financial wellness. It’s a great alternative to making them sit through a boring seminar, giving them a budgeting app they’ll never open, or getting a speaker who just wants to sell them on a financial product.

CONTENT LICENSING

I’ve spent years creating coursework around personal finance that works. I’m available in limited capacity to customize and license my educational content for high-school level, college level, and early-career. If it would benefit your organization to help your students or team members get the personal financial knowledge they need to be successful with their money, we can get on a call to see if a collaboration might make sense.