Attention: Values-driven professionals balancing career with commitments to family and community
FREE TRAINING
- Transform your approach to money and impact with tailored financial guidance that aligns with your values.
- Overcome the traps that values-driven professionals fall into
- From tech tools, tax tricks, and debt. vs. investing strategies to surprising career sustainability, entrepreneurial, and mindset insights
Your outcome from this training:
Identify three pivotal steps to achieve financial freedom aligned with your values.
But which three steps should you take?
Join the free training to find out!
Stop analysis paralysis and determine the next three steps that will change your financial future.
Seven main misconceptions hold people back from living in their values while also obtaining financial security. Identify your personalized steps to overcome these barriers and thrive financially while staying true to your values.
Transform money management and investing
into an enjoyable, values-based practice
Crafted Just for You!
Financial strategies that actually work for impact-driven people, by impact-driven professionals
Make a financial plan today
without sacrificing your impact goals, in just 33 minutes.
Micro to Macro Tips
From tech tools, tax tricks, and debt. vs. investing strategies to surprising career sustainability, entrepreneurial, and mindset insights
Yes! I want a joyful financial plan aligned with my values: