Hi! I'm Kathleen.

I’m a linguist and teacher by trade, a financial planner by passion, and jack of all trades by necessity.

I am a firm believer that anyone, even if you don’t make 6 figures, can build financial freedom and wealth. But, it isn’t just hard work and grit that gets you there. You need to learn how to play the game.

That’s were we step in. You get over 13 years of experience, research, and learning all packaged by a certified teacher (A.K.A., I get paid to explain things in a way that people can understand it). Everything we put into the world is to help you understand how to create the life you are seeking.

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Beware a Money Pit! 15 Red Flags You MUST Know

My husband and I bought our first house in 2021, and we were ready to turn it into our home...

Why ‘Ugly’ Houses are the Best Path to Homeownership

Owning a home is the single biggest way to build wealth – and has been for generations. If wealth and...

Finance for Beginners: How To Start Your Budgeting Adventure

“Nearly 40% of those ages 23 to 38 admit to fighting about finances at least once a week.” Love and...

Finance for Beginners: 5 Bank Accounts You Need

I’ve been teaching high school for five years now. You would be SHOCKED at how many of my SENIORS tell...

Finance for Beginners: The Best Savings Account For Your Goals

Savings accounts are what take your finances from surviving to thriving. You CANNOT begin to build financial freedom and wealth...
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