As the Finanseer…
I am a Seer, supporting you in looking inward.
I help you look within yourself to align your resources and capital with your heart and soul’s imprint, prompting you to see forward into your future and to create the financial future you desire and where you are in highest alignment: and ultimately to then become a Finanseer yourself, a wealth steward who INVESTS in all ways (time, energy, money, every choice, all currencies, gifts, skills) into a future that we co-create together, where collective abundance exists for all.
I exist to help our generation step into alignment with our highest selves, which includes how we manage our capital.
I started my career with 10 years at Morgan Stanley, then served as a Certified Money Coach (CMC)® and a Certified Financial Planner (CFP)®, until 2015. I then co-created Capital One Cafe’s Money Coaching Program, which consists of the Money Journey, an interactive series of in-person, 1:1 Money Coaching Sessions, and group Money workshops, all now available to the public in Capital One Cafés in 22 + cities across the country.
But it didn’t stop there. Recognizing people’s needs beyond investment portfolios and financial planning, I saw a new way forward: as a messenger and a bridge from current paradigms to new ones. Diving into deeper-rooted patterns both individual and collective, I completed an M.A. from California Institute of Integral Studies in East-West Psychology or transpersonal psychology, and continued serving as a coach, facilitator, and host of conversations sharing these powerful emerging ideas.
Today I am a co-founder of the Women Power Our Planet (WPOP) platform, bringing together women to deploy capital as stewards of our planet. I’m also a co-creator for STAGES International Money Inventory Training, a co-creator and facilitator in the Alignment Circle (the “Tao of Capital”), as well as offering money healing circles for individuals looking to realign their relationship with money in a community setting. In partnership with anti-trafficking organization Restore NYC, I’m currently developing a nationwide financial empowerment curriculum for survivors of sex trafficking.
When I’m not hosting conversations you can find me in upstate New York, sitting under a waterfall laughing. I live, work and play in New York City.