Your money,

finally explained.

Alex Merola sitting in an armchair, smiling warmly.
Alex Merola sitting in an armchair, smiling warmly.
Alex Merola sitting in an armchair, smiling warmly.
Alex Merola sitting in an armchair, smiling warmly.

Most of us were never taught how to manage our money and navigate big financial decisions with confidence.

That changes today.

Work with Me →
Meet Alex →
A woman sitting cross-legged on a pink background, holding a book. Surrounding her are various books, some open and some closed.

Hi! I’m Alex…

A former corporate investment manager and CFA® charterholder turned personal finance educator.

After spending a decade in the finance industry, something didn’t sit right with me…

The financial knowledge I used every day at work was largely inaccessible to the people who needed it most.

Growing up, we learn everything from the Pythagorean Theorem to the capitals of all 50 U.S. states, but somehow, money management and basic financial literacy were left out of the equation for most of us. Only a small slice of the population gets access to this knowledge — either due to privilege or luck.

“But everyone deserves the right to understand their money.”

That is why I left Corporate America. To bring it to the rest of us — in plain English, no jargon.

Alex Merola sitting in an armchair, reading a book.

Whether you are paying off debt, starting to invest, or just trying to figure out where your money should go, you are in the right place.

You do not need a finance degree to understand your money. You just need someone to translate it and the curiosity to do the work. And if you are reading this, you have both of those things.

The good news?
It is never too late to learn.

Work with Me

Alex Merola standing with a stack of personal finance books.
Alex Merola standing with a stack of personal finance books.

Live Workshops

For Employees, Students, & Groups

Not your average Lunch & Learn. These are custom-built, interactive workshops that give participants the skills and toolkits they need to build real financial fluency in core areas like budgeting, saving, debt, credit, and investing.

✓ Content and duration built around your group’s needs

✓ Led by a CFA® charterholder with 4 years of classroom experience and a decade in financial services

✓ Resources and toolkits that participants can put to use long after the session ends

Learn More
Alex Merola standing with a stack of personal finance books.
Alex Merola standing with a stack of personal finance books.
Text overlay on a beige background reads 'Coming Fall 2026'.
Text overlay on a beige background reads 'Coming Fall 2026'.

Group Courses

A Virtual Classroom Experience

The full financial foundation you wish you got in school. Across six live sessions, this virtual course moves from mindset and goal-setting into budgeting, debt, income, and investing. Each session builds on the last until you have a complete, confident picture of your financial life.

✓ Live, virtual class with small cohorts

✓ Build skills and systems you can put to work immediately

✓ Graduate with the knowledge to make confident financial decisions

Learn More
Alex Merola sitting in an armchair, smiling warmly.
Alex Merola sitting in an armchair, smiling warmly.

1:1 Coaching

By Application

This is 1:1 work for people ready to work through their money story and build the systems that match their ambition. We start with why you spend, save, and think about money the way you do — then walk through your numbers and build a plan that gives you control over your money.

✓ Personalized sessions tailored for exactly where you are

✓ Unlimited support between sessions

✓ Resource guides & toolkits to use long after coaching ends

Book Your Discovery Call

For Employees, Students, & Groups

Text overlay on a beige background that says 'Coming. Fall 2026'.
Alex Merola standing with a stack of personal finance books.
Alex Merola sitting in an armchair, smiling warmly.

A Virtual Classroom Experience

Alex Merola standing with a stack of personal finance books.

By Application

What Clients Are Saying

  • "I feel more in control, more knowledgeable, and more capable. I feel lighter and like I have a better understanding of my finances."

    — Kate C.

  • "After meeting with Alex, I feel like I have a plan. There's a path forward and it's much clearer than it was before."

    —Anya G.

  • "Before, it felt like a disordered relationship with money. It felt stressful and impulsive. Each time I met with Alex, I came out of it feeling like a weight off my shoulders."

    — Former Client

  • "Working with Alex has been incredibly valuable. She has a unique ability to translate complex financial concepts into guidance that is practical, personalized, and easy to understand."

    — Rachael D.

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