Now's the time to build the

life you've always dreamed of.











Are you feeling lost because no one really has taught you how to best utilize your income?


Are you super driven, but feel like you lack awareness on how to grow your hard-earned money?


Even though you really want to commit to learning, you can't seem to find a starting point which ultimately makes you feel OVERWHELMED?


You need a clear plan.

My goal is to help you transform your finances & take control of your money.


What does that look like?

Being able to afford the life you dream of & build a solid financial future at the same time

Having a simple, time-efficient SYSTEM in place to build your 6/7 figure empire

Enjoy buying the things you love and cut out the things you don't care about

Having enough money that makes you feel safe, even if emergencies happen

No more feeling behind your peers and instead of wanting to look rich, actually BECOMING rich

Becoming confident through discovering your OWN ability to create long-term wealth, and being able to see ALL the possibilities of the future

Ready to invest in yourself?


Introducing...

1:1 COACHING

Increase your possibilities & unlock your potential

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"When my co-workers ask me how financial coaching is going, I tell them it's A HUNDRED PERCENT WORTH IT. I've never felt so in control of my finances and confident about my future. And this makes me so much happier."

-Gaby, Registered Nurse

Unlock Your F.I.R.E.

  • Get started on your F.I.R.E. journey (Financial Independence, Retire Early)

  • Create a step-by-step, easy to follow, actionable financial plan

  • Analyze your spending in Excel to create your personalized monthly budget

  • Transform your relationship with money by exploring your values, habits, and goals and improve your mindset to take control of your money

  • Learn to spend consciously & intentionally (yes, you can still buy things you love!) and begin making better money decisions

  • Figure out the next steps to focus on (save, pay off debt, or invest) to become financially independent

  • Automate & create a system for your money to maximize your return and minimize effort


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This program is for you if:

  • You are working on saving for the future, but you're saving sporadically and aren't seeing the results you want.

  • You're starting to get tired of over-spending to fill a void and want to start taking your control back. You want to actually BE rich instead of spending money to feel rich.

  • You want to stop feeling stressed about money and are willing to really commit to a PLAN in order to create the exact level of your financial success.

  • You're excited to learn organization tools like google sheets, or to-do lists that help you stay on top of your goals.

  • You are more than ready to take your finances to the next level with clarity, organization, and the exact action plans to build long term wealth.


This program is NOT for you if:

  • You feel like a bigger financial challenge for you is your income, and not your expenses.

  • You blame your results on not being "good with money" or "life happens" without looking at yourself and asking "what can we do about it?"

  • Building long term wealth is not important enough for you to make any sacrifices or try to change your current situation.


Become a confident investor →

"As a complete beginner, Kim was able to simplify every step for me which helped me to confidently start investing, as well as help me develop a positive mindset towards finances where I can now plan ahead smartly and effectively.

I absolutely loved the simplicity of Kim's approach. She is an incredible coach and mentor I feel really lucky to have."

-Junie, Student

Investing Success Fundamentals


Investing 101:

  • What the stock market is & how to make money SAFELY while managing risk

  • Understand basic terms, types of investments, and investment strategies

  • Finding your risk profile/Asset Allocation

  • What to do during stock market downturns


Tax-advantaged investing:

  • Understanding how the U.S tax system works and how you are taxed on your income, investments, etc.

  • Optimize your investment accounts with a STRATEGY to pay less taxes while saving for retirement


Forming your portfolio:

  • How to pick/analyze your investments, and form your portfolio

  • How to research stocks/funds using investment platforms & step-by-step analysis walkthrough

  • What to invest in specifically for your age & goals

  • Rebalancing and maintaining your portfolio


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This program is for you if:

  • You have decent saving habits/have some money saved up. Now, you're ready to invest in more than just your 401(k), but you're not sure where to begin.

  • Your biggest challenge is not knowing the right things to invest in. You are feeling scared/confused about making the wrong move, or struggle with differentiating between safe and risky investments.

  • You want to learn the fundamentals from the grounds up, and go from a complete beginner to a confident & knowledgeable investor.

  • You want to establish a CLEAR financial/investing plan to help you achieve your goals.


This program is NOT for you if:

  • You are looking to be told what to invest in without interest in understanding what you're invested in.

  • You are looking to learn to trade stocks in the short term instead of investing for the long-term.

  • You have a high risk threshold and are only looking for "get rich fast" methods (ex. options, penny stocks, meme stocks, etc).


What's included:

In this 5-month program, you will receive:


10x 60-minute bi-weekly coaching sessions

Investment: $2,000 USD or

4 monthly payments of $540 USD

In this 5-month program, you will receive:


10x 60-minute bi-weekly coaching sessions

Investment: $2,000 USD or

4 monthly payments of $540 USD

PLUS you will get:


+ Unlimited email support & private client portal


+ FREE Financial Planner Spreadsheet ($150 value)

READY TO LEVEL UP?

I went from a broke new college grad who always wanted what others have, spent money just to "look" rich, with no sense of what I could possibly achieve to:

👉 Growing my portfolio by $100,000 in 1 year through saving & investing.

👉 Feeling the most fulfilled I've ever felt through paying off my Mom’s remaining $28,000 mortgage in 9 months when she was laid-off from her job.

👉 Owning a house, and achieving $350K net worth at 27 and grew to be grateful for everything I have, and have accomplished.

👉 On track to retire in my late 30's (and being able to have the financial freedom to do whatever I want with my life!)

Now it's YOUR turn.


I will work with you side by side, teach you all of my money strategies/tips, create a personalized budget and step-by-step financial plan, and provide you with a clear direction on how you can optimize every dollar to take the guessing of "to save, pay off debt, or invest?" off the table.


Client result highlights:


Karen's net worth increased by $30,000 in a 10 month period

Pralika and Afraaz increased their savings & investments by $100,000 in 2022

Crystal and Charlene paid off $30,000 of debt in 7 months, and is on track to purchase their 2nd investment property

Lauren paid off $8,000 of debt in 5 months & is on track to pay off $44,000 of grad school loans in 3 years

Gaby paid off $9,000 of debt in 4 months & saved up to pay for her little sister's car down payment

Amber paid off $10,000 of debt & build up her savings to attend grad school COMPLETELY loan free

Junie saves 40% of her income as a student, is confident in her investment plan & is saving up to buy a house for her Mom

Miguel's net worth increased by $30,000, is credit card debt-free & brings in extra income with side hustles

Michael's net worth increased by $120,000 in a 6 month period & is working on building his real estate empire

Sign up today for a free 30-minute consultation

Sign up today for a free 30-minute consultation

Disclaimer:


Personal Responsibility. My role is to support and assist you in reaching your financial goals, but your success depends primarily on your own effort, motivation, commitment and follow-through. I cannot and do not guarantee that you will attain a particular result, and you accept the risk that results differ by each individual. Each individual’s financial success depends on his or her background, dedication, and motivation. As with any coaching services, your results may vary, and will be based on many variables, including but not limited to, your individual capacity, life experience, unique health and genetic profile, starting point, expertise, and level of commitment.


Investments: My role as a coach is to educate clients on how to start and manage their own investments. My content, recommendations, services, and products are for informational and educational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. You are liable for the final investment decisions you make. With any investments, there are risks involved, which could include losing all your capital. You acknowledge that you take part in this risks and you release us from any liability for any investment decisions you make.

By using this website, services, or products, you implicitly signify your agreement to all parts of the above disclaimer.