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YOUR money story can heal, transform and inspire
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groundwork
Financial Literacy Course
6-Session Financial Literacy Course
to teach fed-up millennials how to have financial security, become work-optional, and retire when THEY want.
As Seen On
What story would you like your money to tell?
build the foundation necessary to write it
SCENARIO N° 1
you could learn how to overcome your financial roadblocks in a fun and engaging way
SCENARIO N° 2
you had tools and skills that actually worked for you now and in the future
SCENARIO N° 3
shame, guilt, regret, and lack of self-control were removed from your money story
Fun & Engaging Curriculum
1.
This isn’t your ordinary learn about money course. It is an interactive, thought-provoking, and life transforming experience that gives you the foundations necessary to improve your life.
AND
2.
The truth is …
YOU are the author of your money story and it can change
You know you should be doing more, but no matter how hard you try, there just isn’t enough money left every month to start building for the future
I’m Walli and I’m a Money Nerd!
I’m a Latina, daughter of an immigrant, first-gen college graduate and the first millionaire in my family. The truth is, you CAN be good with money.
I’m a financial coach and money mentor who went from overspending and an impulsive shopper to being debt-free and building multiple six-figure investment portfolio.
After spending my 20s burning through every dollar I earned and saving very little, I knew I had to start doing something different. The thought of working for the next 30 to 40 years just to survive wasn’t the life I wanted.
Girl, trust me I get it. I was making more money than my parents had ever made yet I had nothing but a closet full of clothes to show for it. I was in my 30s when I finally looked around and realized that if I didn’t do something different, I’d be working at the same job for 30 plus years!
In 2015, I was in a field I loved but was over office politics. I couldn’t imagine being in that same situation for another two decades. Here’s the truth, if I was going to buy my freedom, then I had to get real honest about my money. I began to track where my money was going, I created a spending plan that aligned with the things I valued most and discovered that although savings goals are good to have, if I wanted to buy my freedom I had to invest.
By 2016, I had increased my retirement plan contributions, paid off my car and student loans, and opened up my very first investing account.
After gaining control of my finances and creating a plan, I’m on my way to being work-optional before the age of 40! I want to share with you the same strategies I used.
A Key Foundation for Success
understand how money works and why it matters
Relieve Financial Fears
healthy financial foundations empower you to make wise decisions based on what is really important
Take Action
using these proven tools and techniques for managing money results in sustainable positive change
Make A Difference
financial freedom lets you make a transformational impact on people and situations that matter to you
Introducing…
GROUNDWORK
Financial Literacy Course
6-Session Financial Literacy Course
to teach fed-up millennials how to have financial security, become work-optional, and retire when THEY want.
From simply surviving to financially thriving.
By the end of our time together, you’ll have a clear gameplan locked in and ready to go, so you can finally stop worrying about your financial future and actually know exactly how much to spend, save and invest in order to be work-optional and design your plan to retire when YOU want.
Here’s what you’re getting inside the course
3 Days of live 40-minute training taking you from “Where do I even begin” to a clear plan to jumpstart your path to financial independence.
Money Skills
understand the basic principles for managing money so you can build experience greater success
What Really Matters
identify your beliefs, relationships, priorities, and the values you want to drive your money decisions
Wise Decision Making
intentionally plan your spending so your money is in alignment with your values and priorities
How to Communicate
learn how to talk about money so talking about hopes, dreams, fears, and solutions is much easier
Oh wait…. did you think we were done? Not even close! Let’s talk about the 6 SESSIONS you learn!
Foundations
Take a look at what comes in, what goes out, and why you need to know
Needs & Wants
Discover where your finances are and what you need to gain control of where they are taking you
Saving
Understand what savings is, what to save for, and why it's important
Spending
Learn how to plan what your money is going to do so you get where you really want to go
Debt
Discover traps and behaviors that can keep you stuck and how to get unstuck
Giving & Generosity
Plan how you want to use your time and money for a cause you are passionate about
Get the step-by-step training to feeling financially confident and empowered for just $57!
Don’t miss this opportunity for…
- 6 sessions with instructional videos and discussion time
- Professionally designed handouts you can print or download
- Leadership and guidance from a professional financial coach
- Options for customizing and adding more in depth sessions
- Free Private Discovery Call to discuss taking your results to the next level
Design a life where YOU decide when you can stop working for just $57
For the cost of two New York City lunches, you can learn the simple strategies of investing in order to buy your freedom.
This is a total no brainer, Your future will thank you, 100% guaranteed.
Imagine having enough money to quit your job and retire? If after the 1st day of the bootcamp you don’t feel like you got 5x what you spent in support, training sessions and action plan, I will refund you your money.
No Impact. No Worries.
Have a burning question?
Who are you and why can you help me?
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 start investing. It’s time to change your financial legacy.
I have a ton of student loans, credit cards, and other personal debt. Is this bootcamp right for me?
Although we won’t be tackling debt payoff strategies in this bootcamp, this bootcamp is designed for those looking to start on their investing journey. Because no matter where you are on the path to financial wellness, knowing what it takes to build wealth is crucial.
Where is this bootcamp happening?
It’s all going down inside our pop-up Discord group! The 30-minute daily training sessions will be streamed each day into the group so you can tune in live or watch the replays. Did I mention you also get access to the replays for the lifetime of the group? Yep, you read that right!
What if I can’t make it live?
Don’t worry about it! Your ticket comes with access to the call recordings for the lifetime of the program so you can watch whenever is best for you. However, I’ll be jamming out and answering questions live, so I HIGHLY recommend you show up and make the time! If you don’t prioritize your finances now, when will you?
Why is it so cheap to join?
You’re right…. Maybe I should increase the price? Just kidding! I believe the information in this bootcamp should be made available to everyone (no matter their situation), which is why the ticket price is so affordable. With that being said, I can’t confirm if the price will stay this low in the future so I recommend you take advantage of it while you can!
If you’ve made it here… then it’s time to decide.
So many of my clients feel bamboozled by life! We went to college, got good grades, got a good job but still can’t seem to get ahead with our finances. All we want is to have money to buy the car, go shopping, travel and feel like we are making moves on our investing journey.
Most of us are first generation college graduates and children of immigrants. We have to think about taking care of ourselves but also know that in so many ways we are our parents’ retirement plan. It can feel overwhelming to know you have thousands of dollars in student loans, housing costs are going up and inflation is making everything more expensive.
The problem is you don’t know how to get your power back. You want to secure a financially thriving future not just for yourself but for those who depend on you. In fact, the thought of being the first millionaire in your family seems enticing, exciting yet scary all at the same time!
- If you’re sick and tired of trying and not getting results…
- If you’ve ever thought “I thought I’d be further ahead by now”...
- If what you’re spending money on isn’t a true reflection of what you value most…
At this point, you’ve read the books, used the money apps, watched the webinars and still feel stuck…
Then, this bootcamp is for you!
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