My mission is to help you achieve the life you want—right now, with no compromises.
I’ve been a financial planner for over 16 years. I’m also the CEO of my own company — MainStreet Financial Planning — one of the nation’s largest no-commission, project-based, financial planning-focused firms that serves everyday people just like you. I’m also a wife to my husband (Yuri) of 15 years and a relatively new mom (two-year-old Liam).
Ever since I was a little girl, I had my heart set on becoming a doctor. I knew it wouldn’t be an easy path, but I just absolutely loved the idea of helping people heal.
I realized that the same system I had been using to manage our own household finances would work equally well for my clients. I tweaked my Money Flow system a bit to be more adaptable for every family’s personal finances. I then began creating Money Boss, including my training materials: the Money Roadmap Challenge, Money Boss Summit, and the Money Boss Family Masterclass. Having my own son, Liam, in 2019 inspired me to launch the Money Boss podcast for parents.