Who we are

I’ve spent most of my professional life helping major companies plan their business. However, after being laid off, receiving a kidney transplant and having my first child, my personal finances had gotten out of control. I knew I needed more tools to understand where my money was going and to regain a sense of control, so I built what I needed. Now I want to share those tools with you!

Contact us

Leave your email if you’d like a free worksheet I created to design my dream life and understand the financial requirements it would take to get there. It’s called Dreamlining and it’s a great exercise to help you think about how you’d like to design your lifestyle and how to plan to achieve what you want!

We’ll also send you an occasional deal or notification. However, we hate junk mail as much as you do and we promise not to flood your inbox every day!