Let’s talk about how I can help you.

I take a holistic view of your financial picture and then develop strategies for your finances and money management to support your goals. I can also be a sounding board to discuss financial decisions.

I have worked with a variety of individuals and business from yoga instructors to corporate executives and solo-prenuers to create personalized problem solving and tailored, simple strategies to reach their goals.

Every situation has been unique and that’s my specialty. My experience working with clients like yourself, my nearly 10 years as a CFO coupled with my MBA have all helped me refine my skill-set.

And the big question—do I practice what I preach? Yes, in both my personal and professional life. Now, my mission is to support you in your journey.

We don’t talk about money enough in our society - Let’s start the discussion.

 
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I’m Alexandra.

 

My story with money management and finance? It’s...unique. Mainly because not everyone starts their financial literacy journey at 11 years old. But hi, that’s me; the kid who saved, negotiated, and taught herself about/invested in the stock market - all before the age of 20.

Here’s a brief synopsis:

  • —Started saving for my first car at age 11

    —Invested in the stock market for the first time at age 16

    —Obsessed with streamlining inefficiencies (Always asking how to improve things)

  • —Started a real estate development company at 23

    —Launched a second business a couple years later - sold it at a loss

    —Completed an MBA from Rice University

    —Spent 10 years as a CFO of a mid-sized business (revenues of 10million+)

    —Ran a family business and grew its revenues 3x+

    —Trained and Certified as a Life and Wellness Coach.

    —Continue to work with individuals and entrepreneurs from all walks of life to support their financial life

  • —Able to live in alignment with my values

    —Spend time with my partner and my dog hiking, road tripping, travelling to different countries

    —I have freedom and choices—and that’s important to me. I want to help you reach your goals too.

I’ve balanced being a small business owner while growing revenues of other businesses. I’ve sold a company at a loss (learning a ton in the process!). I’ve sold two businesses each for profit. They’ve all been incredibly valuable experiences for me that I bring and help you avoid unnecessary financial mistakes.

It’s okay to Reach out for support even if you are at the top of your field or just starting out.

I know money talks can feel vulnerable and don’t take the trust you place in our conversations lightly; which is why you’ll hear me reminding you that every question is a great question, nothing is off limits, exactly where you are is perfect, and wherever you want to go is possible.

We all deserve to stand in our worth, and live the fulfilling lives we dream of.

I can support you to help make this happen.

 

Why Get a Money Mentor?

 

And…what is it?

 

  • Money Mentors turn years of professional experience into personalized reflections and suggestions for their mentees to consider, apply, or try - all with the goal of helping that person grow. In this case, we’ll work together to watch you AND your confidence with money grow. 

    Mentorship is also a huge part of my own story; the mentors in my life have helped me expand my knowledge base which supported me in making decisions and learning to trust myself as I went.

  • I am here to guide you along the path to being skillful in your money management and financial literacy, offering unique insights and fresh perspectives in how to navigate the complexities of your cashflow.

    Without a Money Mentor, you may not know what’s missing, like:

    —Where there’s opportunity hiding in plain sight

    —A belief that you hold that could be holding you back

    —Simple strategies that could save you years of interest (aka big money)

    —Or a pathway to achieving a goal that could make it happen sooner than you could imagine…

    …to name a few. 

  • I’m here to listen, take in information, and reorganize it in a new way to ask questions from a new perspective.

    I’ve got the gift of creative thinking and fast-track solution finding; helping clients make a change in one conversation and support along the way; you get both a strategic perspective and the ability to break down the details into digestible actions.

    I think outside the box constantly, and love the feeling when a client sees + understands things newly.

  • Connect with me on a complimentary 30 minute Financial Health Check call. Let’s see how we can work together. Click the get in touch button below.

Create your own new financial paradigm.

Step into an empowerment-filled space and have the support of a coach ready to help you experience the lasting change you want to see and feel. 

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