Susan’s Story

I am a Certified Money Coach and have completed the Money Coaching Institute’s training to work with couples. I have 20 years of professional experience in the financial services industry.  I am excited to share the wisdom that I have collected over my many years of walking the path of healing around money.

Early in my career, I was an Investment Specialist and Operations Manager at Schwab. Over the past 12 years, I grew my bookkeeping business to 6 figures, providing a comfortable income that allows me to fund an emergency reserve, save for retirement, take vacations and fulfill my visions and passions. Becoming a Money Coach and supporting people to break through their barriers to abundance has been a long-time dream that I’m very grateful to be living.  My passion for music was recently expressed by recording a CD as the violinist in my trio, Tao Theory.

I am certified as a yoga teacher, massage therapist, and energy healer, and have a life-long meditation practice. These skills add a dimension of intuitive acuity and energetic support to the Money Coaching work.

My journey has been the intersection of emotional and spiritual transformation and taking concrete steps to improve my financial well-being.  I could not have done it alone, and I’m delighted to support you in finding your path to abundance.

Next Steps…

To learn more about your relationship with money, your Money Type and to get a free 20-minute consultation, click here to take the Money Type Quiz.