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It’s time to stop dreaming it and start building it.
Rebuild your relationship with money, reveal your unique path to wealth, and embrace a budget you’ll actually want to stick to – all in just 12 weeks.
Now accepting applications for Oct – Dec 2024
I devoted hundreds of hours to learning about personal finance and investing, then I condensed the lessons into one checklist-style money management system.
I followed the blueprint and never looked back. My husband and I saw results FAST.
$74K of debt GONE, dream wedding and honeymoon CASH-FLOWED, $100K INVESTED – all in just 4 years’ time.
YOUR MONEY WILL GLADLY GO EXACTLY WHERE YOU TELL IT TO
It is a terrible master but an excellent servant.
BUDGETING IS MISUNDERSTOOD AND HIGHLY UNDERRATED
Millionaires don’t balk at the habit of budgeting. That’s because it helped them get to where they are. The wealthy understand that a budget is a bridge, not a cage.
YOU TRULY CAN HAVE IT ALL
The healthy savings. The growing retirement accounts. The fully funded 2-week, stress-free vacation. The best sleep you’ve ever had because your financial fortress is impenetrable.
The freedom to live YOUR dream life – unapologetically.
01
mindset
Through exercises and reflection, I will help you uncover your money personality and beliefs. You’ll learn how to train your brain to highlight opportunity rather than struggle.
02
framework
I will teach you the same methodology that propelled me from careless spender to investor and has helped thousands of people around the world transform their finances.
03
habits
It’s one thing to build a budget. It’s another to stick to one.
Learn and implement the routines that will keep your finances running like a well-oiled machine in under 2 hours per month.
04
tools
You’ll receive the Mosaic Wealth Planner in both hardcover and spreadsheet format so that you can effortlessly weave your wealth-building into your everyday life.
👉🏼 You want your finances to be organized and comprehensive but not a time-suck
👉🏼 You would love to direct those extra dollars every month with more intention
👉🏼 You want to discuss your specific situation in-depth with a budgeting expert
✖️ You’re seeking a hands-off approach to budgeting. While you’re going to walk away with a rock-solid blueprint, YOU must be willing to put in the work in order to see results.
✖️ You want someone else in the driver’s seat. Coaching works best if you are flexible enough to take direction, but assertive enough to implement necessary changes.
✖️ You have an existing budgeting system and are looking for investment-focused instruction/planning (we can certainly discuss accounts and winning strategies, but the core of this coaching program is budgeting).
Before we meet, you’ll complete a self-reflection and values exercise designed to help you identify your money personality and define your rich life.
Using responses to your first client questionnaire, we’ll calculate your net worth and I’ll precisely outline how our future sessions will transform your financial future.
Throughout our time together, you’ll track your spending quickly and easily using my custom tools.
During our second call, we’ll prep your budget for success by listing all of your expenses and key figures into your planner of choice (hardcover or spreadsheet).
I’ll present to you your brand new ready-to-implement plan.
You’ll end the call knowing exactly how to use your new blueprint and track your progress. I’ll share my pro-tips to help you stay the course.
Now that you’ve had a chance to work with your new system, we’ll set goals and I’ll share your roadmaps for
We’ll discuss how things are going and assess where adjustments might be needed.
This is a great opportunity to dive into any upcoming life changes and how to financially prepare for them. Alternatively, we can spend this time discussing simple, proven investing strategies.
I’ll verify you have everything you need to confidently follow your path to a radiant financial future.
You’ll finish with
3 months
average client timeline to credit card debt freedom
$27,000
Average Client Annual Savings
8k+
Wealth Planners Sold
100%
5-Star Client Rating
Meet your Coach
I’m a Certified Personal Finance Counselor® with a passion for educating. When I found myself at financial rock bottom, I longed for a system that felt effortless and well-balanced. I also refused to believe that wealth was out of my reach, despite years of careless spending, a costly divorce, and coming from humble beginnings.
When I couldn’t find the framework I wanted, I built it.
Now I teach The 8-Part Budget™ to an incredible community of nearly 100,000 future millionaires. My system is at the heart of every tool I build (and I do design/program all of them!). You’ll learn it and love it, too inside of Launchpad to Wealth. I can’t wait to see what you accomplish!
Two payment options:
1. Three monthly payments of $1,497 (totaling $4,491)
or
2. Pay in full and save $494 (one-time payment of $3,997)
I. APPLY
II. IF ACCEPTED, SECURE YOUR SPOT WITH PAYMENT
III. RECEIVE YOUR WEALTH PLANNERS & WELCOME GIFT BOX
IV. BOOK YOUR SESSIONS
V. CONQUER YOUR FINANCES!
Launchpad to Wealth is as comprehensive as it gets for foundational finance coaching. I won’t just teach you the WHAT, I’ll equip you with the HOW. The Mosaic Wealth Planning System is proven and more sophisticated than ever. No shame-based instruction, no recurring fees, no minimizing what matters to you. Your plan will be a reflection of your values, not just your goals.
Live sessions are held via Zoom, so you will need access to a computer with a webcam, Zoom software and a microphone. In order to use the Mosaic Wealth Planner for Google Sheets, you will need a gmail account. To connect via voice/instant messages, WhatsApp or Discord may be used. All of these platforms are free.
Approximately 2-3 hours per week for 10-12 weeks. Ideally, all sessions are 2 weeks apart.
In the couples version of this program, you can anticipate slightly longer sessions and an added component to session 2 regarding account setup. Please keep in mind that I coach couples to incorporate joint accounts into their financial landscape. If that is not desirable for you, I am happy to refer you to other resources.
Once administrative steps are complete (invoice paid, coaching agreement signed, sessions booked), you will receive a link to your client portal. Here, you’ll find Zoom links, attachments, and video recordings.
You will have access to your client portal for 6 months. Zoom recording links do not expire, however, and you can download any digital attachments one time and they’re yours to use again and again!
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