Jasmine Rivera

Head Financial Coach

With a background in behavioral finance, Jasmine helps clients create lasting changes by connecting numbers to habits. Her coaching is both practical and compassionate.

Michael Chen

Strategy Director

Michael builds the frameworks behind our services, ensuring every finance planning tool is streamlined, data-driven, and easy to use.

Danielle Brooks

Client Success Coordinator

Danielle supports our clients throughout the process, making sure each person receives the guidance, reminders, and encouragement they need.

Samuel Reed

Workshop Facilitator

Sam leads our in-person and online sessions, teaching participants how to manage money effectively and develop flexible, achievable strategies.