LIVE Financial Wellness Workshop!

Break Free from Financial Stress:

3 Steps to Transform Your Finances and Build a Wealthy Life You Love

It's not too late to make 2024 the year you finally take control of your finances and feel good about money!

After this workshop you'll walk away with a plan to...

Start your path to stress free finances by accomplishing the first, most important activities (that everyone puts off) THIS WEEK!

Create SMART goals and a financial plan you can trust so you can build true abundance by learning the secret to reshaping your money mindset!

Become a confident investor by learning just 3 steps to build long term wealth- even if you just have an extra $20 a week to spare!

Money doesn't have to stress you out.

I get it.

You feel overwhelmed and stuck in a cycle of stress. You've read the books, listened to the podcasts, done the baby steps and now you're ready for a personalized financial plan. You're tired of lying awake trying to figure out some complex math to make your money grow and accomplish your long term goals without sacrificing your daily joe ☕️ yoga class 🧘🏻‍♀️ or Netflix 📺.

Here's the truth (that many financial institutions don't want you to realize):

Breaking free from financial stress doesn't require complicated strategies-- it's ALL about simplicity, clarity and consistency.

In my LIVE workshop, Break Free from Financial Stress: 3 Steps to Transform Your Finances and Build a Wealthy Life You Love, I’ll show you how to:

Take control of your cash flow
Reshape your money mindset, and
Start investing with confidence.

Ready to transform your finances and finally build the life you love? Let’s make it happen!

Use this workshop to create a personalized stress-free financial plan

1. Sign up for this workshop & get your Cash Flow & Net Worth workbook!

2. Come to the workshop to get step by step instructions on how to get clear about your financial situation & start investing to build long term wealth!

3. Show up LIVE and stay for an extra 30 minute Q&A to get YOUR individual questions answered!

Start feeling financially confident!

Do you worry about money?

You're not alone!

A 2024 MarketWatch Survey of 2000 Americans found that 65% of Americans feel 'financially stressed.'

58% admit to hiding financial stress from loved ones, and 44% say they will ignore a financial problem until it becomes a crisis
47% say 2024 has been the most stressful year of their life financially
94% say they sacrifice their mental health to get by financially, with 92% saying financial stress has caused adverse physical effects

Can you relate to any of these stats?

I've worked with hundreds of clients who have felt the same way. Trying to figure out how to deal with debt, save for the future, feel good about retirement or just simply how to take a vacation without guilt--- is tough! And it's not taught in school. Can you relate to any of these stats?

👆🏼THIS is why I'm hosting this workshop- I'm ready for you to spend less time frustrated about your money and more time enjoying it!

What others are saying!

About your host...

Hi! I’m Genevieve and I’m a financial wellness & investing coach.

I use my professional history and personal experiences to help folks coming off of big life events build systems to easily manage their cash flow, improve their money mindset and learn to invest to create a wealthy life they love.

I love showing people how relatively simple and easy moves done today can really set them up for future success and a healthy retirement (or early retirement) plan. I also enjoy making cash flow plans for clients and helping them find easy ways to save more money, pay down debt and make the most of their income through intentional spending.

I've been working in the financial services industry for 12+ years. In that time I've helped hundreds of clients, worked with many millionaires, taken numerous trainings & read over a dozen personal finance books to sharpen my skills.

I previously held my Series 66 and 7 Investment licenses while working in Private Banking- where I primarily worked on retirement planning. I graduated with an MBA focused in finance in 2017 and in 2022 completed all Certified Financial Planner education requirements.

I've also been through my own financial rollercoaster! I knew how to manage money for years, but it wasn't until I was able to work on my mental and physical health that I was able to start taking action to accomplish my own money goals. After using the same skills I used to help millionaires as a Private Banker, I was able to pay off over $35,000 in debt, increase my net worth by $250,000, increase my income by 45% and purchase 2 rental properties in only 6 years!

What I know is that improving your financial situation and feeling confident about your money DOES NOT have to wait! Whether you’re starting for the first time, or starting over- if you’ve worked on yourself, now’s the time to get your money working for you!