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Go from surviving to thriving

Imagine having a clear path to reach financial abundance and be work-optional!

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Are you tired of...

  • Making good money yet never seem to have enough?
  • Having little to no savings, especially for the amount of money you make?
  • Making excuses as to why you can’t invest?
  • Knowing you’ll be forced to work for the next two decades or more?

It’s time to enjoy your hard earn money today, without forfeiting what you’ll need in the future.

Hi, I'm Walli and I'm your money mentor!

I help high-achieving young professionals who feel overwhelmed with their finances.

Once upon a time I was making good money. But I had no idea how to build wealth. I was locked into a vicious cycle of solely working to pay off my bills, spending mindlessly, without the freedom to enjoy the luxuries I had worked so hard for.

But after studying the art of lazy investing and smart money management, I was able to leverage my 9-5 income and build a multiple six-figure portfolio.

Now, I can proudly say I will be completely work-optional by January 2024, and my mission is to teach ambitious and busy women just like you to shed money shame, and have fun in the process!

Redefine your relationship with money

Financial literacy doesn’t mean sacrificing the things you love, or neglecting your adventurous spirit. In fact, having a healthy money mindset means aligning what you spend with what you value most in this life.

As your financial coach and cheerleader, you’ll learn to differentiate between what truly brings you joy vs what’s draining your bank account and your soul! It’s not simply learning what to do. It’s knowing how to do it and implementing what you learn. 

When you work with me as your dedicated financial coach, I’ll guide you as we holistically examine your relationship with money and the subconscious behavior patterns keeping you from realizing your full financial potential.

Build your blueprint for success

Financially Thriving Money Coaching promises not only financial growth, but tremendous personal growth.

My goal is to show busy millennial women that there is indeed a light at the end of the tunnel with money.

Even if the odds may feel like they’ve been stacked against you and been misguided on how to navigate the economic landscape, you have the strength within you on take your fiscal power back!

Ignite your FIRE

My methodology focuses on one rule of thumb. Financial Independence, Retire Early or FIRE. Whether you’re a millennial or Gen-Z woman feeling stifled by the corporate world, or a first-generation college graduate seeking to be the first millionaire in your family.

I will teach you how to make good financial decisions and implement simple investment strategies so that a future where you can retire early and build a substantial nest egg for yourself is possible.

The veil of investing needs to be lifted so more women, and women of color, can diversity the boy’s club dominating the industry today.

What people are saying

"Walli helped me to stop feeling so overwhelmed and anxious when looking at my money (or avoiding looking at my money!).
I learned to see how I can use my money in a more effective way to get into a better position, which didn't deprive me of the things I enjoy doing most."

Nicole Cox

Nicole Cox

"It's great finding someone who is knowledgeable, personable, and passionate about money. I called Walli today to have her assess my current financial portfolio. She was very encouraging and gave me some helpful financial tips that I will be implementing immediately. She took her time answering my questions and explaining different financial strategies I was not familiar about. I left our conversation feeling encourage and empowered to continue on my journey to financial independence."
Fredo Perez
"I never thought I would be in need of a financial coach but after speaking to Walli, I realized how I was wasting money that could be put into a savings account. One example, I was paying over $200 for internet/tv and after discussing these bills, I was able to get my bill down to $80 a month! That alone is over a 50% saving. She even contacted me when the EDIL became available for small businesses so that I could apply. Not only did I apply, but was approved and it was all with her help."
Kristina M.
"I was fed up of my own negative behaviours with money of paying off debt, then getting back into it again, month after month. Walli helped me to stop feeling so overwhelmed and anxious when looking at my money (or avoiding looking at my money!). I learned to see how I can use my money in a more effective way to get into a better position, which didn't deprive me of the things I enjoy doing most. While working with Walli, I've reduced debt, started earning extra income through a side business doing something I'm energised by. She encouraged me to use skills I have that I can help people with and also earn extra income through, and that I shouldn't be ashamed about doing it. Financial coaching is going to be one of best things I've done for my future self."
Nicole Cox
"After coming to the realization that I had no clue how to manage my finances properly, I decided to speak to a financial coach. I am so glad I had the opportunity to work with Walli. Working with Walli has been one of the best financial decisions I have made. She began by asking me what my goals were to make sure she understood my financial situation and needs. She made me feel comfortable in sharing my financial struggles and worked with me to help me overcome them. I am no longer afraid to tackle my finances and I don't feel dumb asking about basic finance questions. Walli was an absolute professional and everything she has taught me are skills that I will carry for the rest of my life."

Carmen Morales
"I have been following Walli for quite some time and even listened in to one of her talks about financial freedom way before the pandemic. I saw what I wanted to see and just thought it wasn't for me. My family and I experienced so much uncertainity, like so many, during the pandemic and I knew we needed to do better for our family. Fast forward 6 months into our journey towards financial freedom and have paid over $20k towards debt, started a side hustle, have a healthy emergency fund, took a family vacation and started investing into the stock market! Walli was a smart, friendly, and trustworthy voice that led us through what we imagined was the worst. We carefully and thoroughly worked through different questions and scenarios, never rushed, with her guidance and planned for every financial goal. Walli never made us feel guilty for our previous financial decisions but empowered us to conquer the future and we are one step closer to financial freedom."
Wildaliz Colon
"I am not a money savvy person, now that being said I truly never realized how useful and important it is to have a financial coach. I always thought that a person telling me or guiding me on how to spend/save my money was pointless and I did not want to bother with the idea of it. The whole idea really stressed me out. Budgeting or even investing truly scared me. But with gentle encouragement, guidance and lots of patience from my coach I was able to plan and save better. Fast forward one year laster and I am about 95% debt free. All I have left is my student loan and that should be paid off in the next year or so. Currently I am successfully saving and actually go through a holiday season debt-free (which has not happened in years). The next thing I plan to conquer is investing and all with the help of my coach :)"


Michelle M

Imagine what it would feel like to

  • Make the most of your income
  • Stop living paycheck to paycheck
  • Enjoy dining out, travel, or life’s other pleasures without feeling like you’re breaking the bank
  • Make passive income and become financially independent
  • Avoid the trap of working until you’re 65

Simply surviving isn't enough

It’s time to go beyond simply surviving and get to financially thriving.

Financially Thriving Money Coaching is a 3 month 1:1 coaching program helping young professionals gain control of their finances, have a solid foundation, build wealth and change their financial legacies forever without sacrficing the things that make you happy.

Book a 30-minute clarity call to discuss your goals and decide on the money coaching trajectory best suited your unique needs!

Financial Wellness Roadmap

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FAQs

I'm a financial coach and the first millionaire in my family. Using a proven plan, I've been able to build a 7-figure net worth in 5 years. I'm passionate about teaching you the simple steps to find a money plan that works for you to reduce expenses, save for the future and build wealth. It's time to change your financial legacy.

Financially Thriving is a year-long program designed to help you stop stressing over money and accelerate reaching your financial goals. 

I do not sell any financial products like insurance or investments. After the initial three months, you'll have the opportunity to continue working with me in the accountability and growth phase. 

Yes, you can absolutely can. Financial coaching isn't necessary for everyone. As a financial coach I help those who feel overwhelmed with budgeting, saving, and getting started with investing. 

If you've struggled with creating a monthly plan to reach your financial goals (even though you've read the books, listened to the podcasts and watched YouTube videos), financial coaching is for you. Not only will you have a framework specifically for you but you'll get the accountability that you've been missing. Financial coaching is learning to apply what you've learned.