Reach financial goals
& design the life you love!
Finances can be terrifying. You don’t have to walk this journey alone.
Are you tired of…
Hey, I'm Walli!
I am a self-proclaimed money nerd! I love spreadsheets. I watched PBS specials about retirement for fun!
But it hasn’t always been this way.
I was like you. I had a car note, student loans, and any extra money I had, went to pay off my credit card instead of a savings account. My closet was full of clothes purchased from Marshall’s, TJ Maxx, and Ross. I was making $75,000 a year and not a whole lot to show for it.
Unfortunately, I didn’t understand money or building wealth. I didn’t grow up looking at stock charts with my dad or balancing the checkbook with my mom. We didn’t talk about money much in my family.
Learning about financial independence and early retirement allowed me to have a dream I didn’t know I was allowed to have!
Today I am a financial coach, empowering high-achieving women who feel overwhelmed by the thought of budgeting, saving, and starting the investing journey to build and create generational wealth.
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.
Imagine what it would feel like to…
Here's what my clients say
I never thought I would be in need of a financial advisor 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.
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 uncertainty, like so many, during the pandemic and I knew we needed to do better for our family. We decided to give Walli a call and just see where that would lead us…
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 in 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 was fed up with 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. Like a more sustainable lifestyle change rather than a short-term restrictive diet!
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 the 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 the best things I’ve done for my future self.
– Nicole Cox
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 diversify the boy’s club dominating the industry today.
Don't worry about giving up the things you love or the causes you care about. With me as your financial coach, you'll learn to prioritize what brings you joy and eliminate what's sucking the life out of you. I will guide you to thrive financially, not just survive it. You'll learn to discover and define your unique path to financial wellness and financial freedom.