Ready to get serious about your finances?
IMHO - the finance bros think it’s their way or you’re dumb 🙄, and the money manifesters don’t have enough financial literacy to give you the help you really need. You can’t “think” your way into investing, after all! 🤨
Managing your money and investing has never been easier, and it’s worth it to figure it out once and for all. 😌
It’s true 🙈 - I love to nerd out in front of the spreadsheet all day long, but the good news is, you don’t have to grow your wealth while also enjoying your life now!
In fact, my money roadmap plan requires some legwork at the beginning, and then most of it runs on autopilot so that you can enjoy your life outside of the spreadsheets and bank accounts.
🏝️🏘️🥂🍱🛫
I’m Veronica, a certified financial consultant through the National Financial Educators Council, and I’m prepping to sit for a CPA exam. (!)
As a wife and mom of two, I want to set myself and my kids up well for the future. Even if you don’t have kids or a partner, getting YOUR financial ducks in a row first makes it so much easier when others start coming into your life. 🦆🦆🦆
That’s why I love working with women and moms to help them revamp their finances, top to bottom.
If you’ve been reading the books or watching the TikTok videos and aren’t sure what and how money advice applies to you and your situation, this is what my six-week Run Your Money Road map will help you with.
Financial Consulting with me is perfect for you if:
- Making good money, but you don’t have much to show for it 🫗
- You want to invest more but aren’t sure where or how. And you want to optimize your investing to get the most tax breaks. 🧾
- Are in a new relationship and want to make sure you start off on the right financial foot 💗
- Have or want kids, and you want to set them up well financially 👶
- If you’ve tried learning it on your own, but you feel confused or overwhelmed and need some tailored advice 😕
- You want accountability to actually get it done ✅
Here’s how it works:
We'll have five 45-minute sessions over six weeks, roughly following this flow:
Session 1, Mindset + Goals: We will discuss your money goals and explore ways to improve your mindset towards money. 🧠 🎯
Session 2, Spending + Debt: We will review your expenses, identify areas of wasteful spending, optimize your spending, and find ways to allocate more money toward the things that bring you joy. We will also assess your bank accounts, credit cards, and debt. 🛍️
Session 3, Savings: Create your savings plan. Set up your HYSA sub-savings accounts and determine how much to keep in cash vs invest. 🛫
Session 4, Investing: Start or optimize your investment plan. Review investment projections to decide how much to put in and what kind of investment accounts to have. 📈
Session 5, Put it all together: You'll put together your Run Your Money Roadmap. You'll know exactly how much to save and invest and how much you can spend now... guilt and stress-free! 😎 ’
You’ll also have email access throughout our six weeks together for questions and support as needed between our sessions.
Want to ask me a question before booking? No problem! Schedule a 15-minute call, or send me an email.
If you prefer to focus on one area of your money, you can book a single session here.
You’ll walk away with a “roadmap” of your money so you know exactly how much you can spend on life now and meet your savings and investing goals.
Ready to book your spot?
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