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Join me for this Free Workshop


“Thriving Today,
Building Tomorrow”

Thriving together in today’s economy,

while planning consciously for the future.

Wed Dec 14 7-9p PT / 10p-12a ET / 8:30-10:30a IST

Sign up for this FREE Live Interactive Workshop & Discussion below

If you can't make this one, don't worry!

I will be hosting financial literacy and education workshop / discussion spaces
every 2nd and 4th Wed monthly - 
7-9p PST / 10-12a EST / 8:30a-10:30a IST.

Please feel free to contact me anytime,


or 925 596 8843

Sign up

My "Why"

According to surveys conducted by research firms and government agencies in Canada and America, North Americans are facing serious financial challenges.

In the US:

  • 79% of Americans feel financial stress.

  • More than half live paycheck to paycheck.

  • 62% of Americans carry credit card debt, 37% have already maxed out their credit card, and 27% don't pay their bills on time.

Most of us don't want to become a statistic.


These problems occur because of a lack of open and honest dialogue about financial education. 

I was recently speaking with a dear friend who is in her early 60’s, just recently bought a new home in Portland and moved there and she so gracefully and empathetically mentioned how the economic conditions were vastly different in the Baby Boomer era than now.

I was really touched by how she could name many of the challenges that my friends ranging from 20’s to 50’s are facing depending on their situations, whether it’s removing debt or planning for their

parents’ elderly care.

It is challenging times right now,  between lay offs, the rising cost of goods and services, and high inflation rates.

These past several months, I’ve been learning a lot about financial literacy and education and would love to share what I’ve been  learning and create a safe space where we can collectively support each others’ journey towards a healthy relationship with money and prosperity.

With hugs and in service,


One of my dearest friends, Weihaur Lau, and I will be co-leading this fun Live Interactive workshop / discussion event.

This workshop is for you, if:

You are in your 20’s, 30’s, & 40's and want to plan for your future 

You are single or in a relationship and want to learn how to save for your retirement 

You have young children, or hope to have children, and want to learn strategies to save for their college education

You want to learn about different tax saving strategies to keep more of what you make

You want to learn how to create generational wealth for your future family

Please feel free to contact me anytime,


or 925 596 8843

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