I was you, learning how to manage my personal finances manually on my own. I invested countless years, hours in educating myself in finance, going to undergrad & graduate to learn everything I could about finance (costed me 2 bachelor’s degrees, 3 master’s degrees, numerous certifications) and more doing everything manually. Except, I had a life changing experience when I became a certified tax professional and was preparing taxes for clients realizing that individuals struggled with how to create multiple sources of profitable income, save money, pay down debt, achieve a high credit score, plan for retirement, and invest while managing their finances in an automated way. Most individuals struggle with personal finances, and it bleed over into the type of financial decisions made they make daily.

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I spent numerous hours educating my tax clients on financial planning (budgeting, creating financial goals, investment, savings, debt management, tax planning, investment planning, retirement planning & more) that I learned that most individuals, especially women really struggled with the concept of how to properly manage finances, understand finance lingo in simple terms, and build financial wealth.