My goal as a CPA and a mom with two teens is to share my knowledge and life experience around money, business, and personal finance to help families improve their lives. My hope is that my content will make a positive, lasting impact on your future.
Check out my books and take your first step towards financial confidence today!
"A goal without a plan is just a wish" — Antoine de Saint-Exupéry
A practical retirement guide written by a CPA with insights from U.S. financial experts. Learn how to build wealth, pay off debt, manage healthcare costs, and make your money last to retire stress-free. Includes real-life examples, step-by-step tips, and guidance on investing, lifestyle planning, and risk management. Bonus downloadable tools also included to kickstart your planning.
"An investment in knowledge pays the best interest." — Benjamin Franklin
Developing smart money habits and building wealth is a skill that teens can start learning today. This book was written for teens to learn about the basics of earning income, saving, investing, managing a budget, and avoiding debt. There is a huge advantage when you begin saving early as you can benefit more from compound interest and returns.
For less than the price of a pizza, invest in your teens' future today!
American Edition
A hands-on educational resource that makes learning personal finance easy and enjoyable for teens. Complements the Personal Finance for Teens book by providing the opportunity to apply the knowledge.
Canadian Edition
A hands-on educational resource that makes learning personal finance easy and enjoyable for teens. Complements the Personal Finance for Teens book by providing the opportunity to apply the knowledge.
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