Even Thinking About Money Can Feel Overwhelming...

But it doesn’t have to be.

For over 25 years, I’ve helped individuals, families, and businesses confidently navigate their financial journeys—and now it’s your turn.

At #MyFinancePowerUp, we're here to make your financial life less intimidating and a whole lot more empowering.

What Is #MyFinancePowerUp?

• Think of it like a financial check-up— quick, insightful, and designed just for you.

In the same way a doctor uses vital signs to assess your health, we use key indicators to understand your financial well-being and create your personal scorecard.

In just 5–10 minutes, you can kick start your journey by completing a simple financial scorecard.

After that, we’ll book a call to review your strengths, identify opportunities, and build a custom game plan for success.

Explore Questions Like:

Am I using my income wisely?

Am I taking the right amount of risk?

Do I have the right mix of assets?

What's the best way to spend my bonus?

How can I navigate retirement to make work optional?

Why It Matters

#MyFinancePowerUp is your financial game-changer.

It’s not just a tool—it’s a strategy.

Together, we’ll:

Track progress toward your financial goals

Spot red flags early and adjust as needed

Stay proactive with smart, personal and data-driven decisions

Celebrate your milestones and build lasting wealth.

With personalized insights delivered through the Elements Money® app

and regular check-ins, you’ll always know where you stand—and exactly where you’re headed.

How to Get Started

You can get set up on your phone or computer.

1. Fill out your scorecard

2. Book your 30-minute call

3. Build your action plan and start focusing on what matters most—right now.

We’ll keep you on track with quarterly updates, personalized advice and ongoing support.

Ready to Take the First Step?

Let’s ditch the stress and turn your financial journey into a path of clarity, confidence, and celebration.

Start Your Financial Scorecard → ENROLL NOW