Your money,

finally explained.

Practical financial education for individuals, workplaces, schools, and communities.

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Meet Alex →

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.

Work with Me

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

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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

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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

A Virtual Classroom Experience

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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