Discover your Path to Financial wellness
If you're the first in your family to earn at this level, you're not just building wealth — you're building it without a blueprint. And that comes with invisible weight: money scripts from childhood that no longer serve you, guilt about having more, fear of losing it all, uncertainty about how to handle it.
These aren't character flaws. They're the natural result of navigating wealth without a model.
That's why we don't help you create a financial strategy on day one. Research shows that lasting behavioral change starts with cognitive change — and our methodology is built on that truth. We start by understanding your money mindset — the values, beliefs and patterns you inherited, the stories you're carrying, the emotions driving your decisions beneath the logic.
We help you identify and shift the thoughts at the root of your money patterns, and everything changes. Your wealth-building becomes sustainable because it's aligned with who you actually are and what you genuinely desire and value — not what you think you should want.
That's when you transform your relationship with money and truly begin living your wealthy life.
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
You’ve Tried to do Everything Right. So Why Does Money Still Feel This Hard?
The SimpliFi Approach
The Missing Peace Between Earning Well and Being Financially Well-Off
Our interdisciplinary approach combines practical wealth-building strategies with deep psychological work. We help you understand why you do what you do with money — then build systems that are durable, yet flexible, and aligned with your values and goals.
You may not have grown up watching your parents invest, negotiate, and build wealth. As a first-generation high earner, you're building the plane while flying it. That requires a different kind of support.
The money mindset Blueprint
High-Touch Coaching
Over six months, we work together to excavate the money patterns holding you back, dismantle the beliefs that no longer serve you, and build a personalized wealth strategy rooted in your values.
What’s Included:
Private coaching sessions — Weekly/bi-weekly deep dives tailored to your specific financial psychology and goals
Exclusive access to proprietary curriculum — reinforce coaching with structured learning modules
Custom wealth-building Blueprint — built around your values, income, and life stage
Money story excavation — trace your financial beliefs back to their origin and decide which ones stay
Values & spending alignment — close the gap between what you say matters and where your money goes
Support between sessions — email access for questions, breakthroughs, and accountability
The Money Mindset Blueprint
$3,000
6-month Engagement — Weekly/Bi-weekly Coaching
Payment plans available
you walk away with . . .
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No more freezing at every fork in the road. You'll walk away with a personal framework for evaluating financial choices — from everyday spending to major investments — rooted in your values instead of fear or impulse.
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Not your parents' survival playbook. Not some social media finfluencer’s generic advice. A wealth-building strategy designed around your actual life, values, and desires — so your money finally flows into areas that are most fulfilling.
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No more guessing whether you're "doing it right." You'll understand exactly where you stand, where your money goes, and why — replacing confusion and avoidance with clarity of your full financial picture.
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The knot in your stomach before every financial decision? Gone. You'll trust your own judgment — not because you memorized rules, but because you understand the person making the decisions.
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When what you earn, how you spend, what you save, and why you give all point in the same direction — that's alignment. You'll close the gap between the life you're living and the life you're building, so your money stops working against you and starts working with you.
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Earning well shouldn't feel like carrying weight. You'll release the guilt, anxiety, and hypervigilance that follow first-generation high earners, and finally experience what it feels like to have money without money also having you.
a Renewed relationship with money!
Need a Single Session?
Not ready for a full engagement? Book a standalone session for focused support on a specific financial question or decision.
Single Coaching Session
$175
60-minute deep dive on any financial topic