Design a money system that works for you, so you can live on your terms.
Financial stability with lasting impact.
Secure yourself and your family, and put long-term financial growth on autopilot with a simple ‘financial balance’ system that is your own.
>> You’ll create your easy-to-do financial plan, including financial balance sheet and cash-flow analysis. <<
Begin by gaining clarity and control over your current financial situation. In this phase, you’ll create a practical and personalized financial plan that includes building your financial balance sheet and analyzing your cash flow. This essential groundwork helps you understand your financial reality and make informed decisions with confidence.
>> You’ll set up your personal financial system that works for you, your situation and organizational style. <<
Next, you’ll design a system tailored specifically to your lifestyle, financial goals, and preferred way of organizing. This phase is about setting up a structure that simplifies everyday money decisions, incorporates automation where possible, and supports healthy financial habits – turning your goals into sustainable routines.
>> You’ll decide your long-term financial plan, focusing on your future goals, and start implementing it. <<
With your system in place, you’ll shift your focus to the future. This phase involves building and starting to implement your long-term financial plan. You’ll focus on saving, investing, or retirement – and take meaningful steps toward them, ensuring your system supports lasting financial growth.
This course is tailored specifically for women who seek greater financial confidence, ways to effectively manage personal finances, secure their financial future, and achieve their set financial goals.
It is also well-suited for working moms who aspire to get financial stability, knowledge, and empowerment.
The program is online — access it from your couch, your kitchen table, or wherever you feel comfortable.
So are you ready to…?
With a doctorate in Finance and global working experience across Europe, New Zealand, and the U.S., I specialize in helping women to take control of their finances with clarity and confidence.
I’m a financial educator and coach with over a decade of teaching experience. I’ve taught courses on personal and international finance, financial literacy, and financial counselling.
My work brings together academic & consultancy expertise with international experience. It has shaped my belief that financial education should be meaningful, practical and empowering – no matter someone’s background.
Whether you’re just starting out or trying to make smarter decisions for your future, I’ll guide you step by step – with practical, empowering strategies that actually work in real life.
No, this program is designed for all women interested in boosting their personal finances and taking action.
Expect to dedicate 1-2 hours per week. The more you engage, the greater the transformation.
No, in this program you can do most of the tasks with pen, paper, and a simple calculator so you don’t need to pay for additional software. However, it would be nice if you can create some electronic documents with the provided templates and use PC computer/ tablet/ iPad to set up some processes.
Everything you need for this program is included in the price — no hidden costs.
The program fee covers all videos, downloadable worksheets, templates and 3 coaching session.
Optional for those interested: if you choose extra coaching outside the scope, that would be separate fee.
This program is designed to help you achieve meaningful results within three months — the length of one calendar quarter. You may review the learning materials more quickly, but real results come from implementing what you learn.
Depending on your current financial situation, this may include steps such as setting up automatic payments, opening a savings account, adjusting your cash flow, or creating new spending and saving routines. These actions require time and consistency, so please keep in mind that lasting results don’t happen overnight.
You will receive access to a structured, guided program that combines online learning with personalized coaching sessions.
The program is divided into three phases:
1️⃣ Balance
2️⃣ Stability
3️⃣ Growth
Each phase includes video lessons, weekly learning topics, worksheets, and customizable templates that help you apply what you learn directly to your own financial situation.
Here’s how it flows in practice:
You’ll begin with the Balance Phase, where you will create your own simple financial plan, including a personal balance sheet and cash flow analysis.
Once you complete the worksheets and implement the “balance” steps, you can book your first coaching session to discuss the learning content, practical arrangements or ask questions related to this phase so you can move on to Phase #2 and #3.
This same flow repeats for all three phases:
learn → apply → reflect → coach → advance
This approach ensures that you make steady progress with practical support. The coaching sessions help prevent you from feeling stuck or left on your own, and ensure you receive clarity whenever you need it.
Within the program’s price, you receive 3 one-to-one Zoom coaching sessions (50 minutes each) with flexible scheduling based on available dates.
In addition, you’ll gain access to:
Sessions can be rescheduled with a two-day notice, allowing up to two rescheduled dates.
The worksheets and templates you can download and use for the rest of your life.
However, given program structure you’ll have limited time access (2 years) to the online modules and files on the course platform.
Coaching sessions must be used within 4 months of the purchase date. After this period, unused sessions may be forfeited due to limited scheduling capacity.
Why? This is designed to help you maintain momentum and experience the full benefit of the program as well as time scarcity.
For this reason, you’re recommended to complete coursework in time and schedule sessions in advance to secure your preferred time slot.
Lastly, when it comes to money, you need to take action NOW as TIME IS MONEY.
This is a non-refundable program due to its structure, delivery format, and the personal coaching support included. Please don’t request the refund, once you purchase the program.
This policy exists to honor the time, energy, and resources invested in creating and delivering this experience, as well as the commitment and coaching availability that is reserved specifically for participants enrolled in the program.
Because we want you to make an informed decision, you are welcome to request a free 15-minute clarity call before enrolling. During this call, you can ask questions, clarify expectations, and explore whether this program is the right fit for your needs, learning style, and financial goals.
Please enroll only when you feel committed to get the results, completing the activities, and implementing what you learn.
Positive change requires engagement and this experience is designed for women who are prepared to do the work and invest in long-term growth.
You’ll receive login details after the purchase.
The coaching session can be booked via the scheduling system for which you will receive a link.
The program materials will be online and accessible via desktop, tablet or mobile. It includes a mix of video lessons, downloadable worksheets or templates you can use in your own time and for personal use only.