01

The Ultimate Guide
to Investing

free download

Discover 5 timeless principles for successful long-term investing and start building your financial future today. 

The Ultimate Guide to Investing

02

Money Personality
Quiz

free download

Are Your Money Beliefs Holding You Back? 
Recognizing Your Money Personality Is The First Step Toward Financial Health.

"What's Your Money Personality?" Quiz

03

Conscious Spending Plan Workbook

free download

This workbook will help you understand your spending patterns and connect your money with your values. 
No more budgeting every penny and feeling guilty about spending your own money.   

Conscious Spending Plan Workbook

04

Automate Your Finances Checklist

free download

Automating your finances is the single most important step you could take to set yourself up for financial success. 
Follow my 5 easy steps to automating your finances and go about your life not worrying about your money.

Automate Your Finances Checklist

05

ESG Investing Options Cheat Sheet

free download

If you are interested in ESG investments, you should start by understanding the options available to You.
Get our cheat sheet of America’s top 50 sustainable companies and a lineup of equity ESG ETFs offered by Vanguard and Fidelity.

ESG Investing Options Cheat Sheet

Freebies to Level Up Your Money Game

Freebies to Level Up Your Money Game

06

America's Top Financial Advisors

free download

This special report by Barron's ranks the top financial advisors in each of the 50 states, with the number of spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.

America's Top 1200 Financial Advisors, 2021

07

How to rebalance your investment portfolio

free download

The process of bringing your portfolio to a target asset allocation is called rebalancing.
It is an integral part of long-term investing.  
Rebalancing gives you a chance to review your investments periodically and keep your portfolio’s risk level consistent.
Download our Excel spreadsheet to make rebalancing your portfolio a breeze. 

How to Rebalance Your Investment Portfolio - Excel Spreadsheet

If you’ve ever felt overwhelmed or lost when trying to decide the best way to handle your money, this course is for you. 

Ready to take control of your money?

let's learn something new

Courses

From Newbie to Confident Investor

I believe that every woman is capable of taking charge of her finances and she should. All she needs is to be given the right tools, a roadmap with easy to follow steps—which is where this course comes in. You will learn the fundamental principles of personal finance and investing —principles you can act on to turn your dreams of financial freedom, security, and independence into reality. 

Wherever you are in your financial journey, you are welcome here. Learn, build your confidence and take charge of your money! 

Yes, show me!
Investing

There are so many financial services products out there, it's easy to get overwhelmed.  I'm sharing my favorite investing and money management tools that I use every day to help me stay on track with achieving my financial goals.  I'm a busy mom, just like you.  I don't want to spend all day crunching numbers or watching the stock market.  I value simplicity and convenience.  These tools help me be in charge of my money.       


My favorite investing and money management tools

Read on!
Books

I don't need to explain that reading a good financial book is worth it - but that doesn’t make reading a book about money any easier.  If you'd like to educate yourself on a subject of money, but not sure which book to pick, you are in luck.  I've compiled a list of top 9 finance books that will give you the knowledge and confidence boost to start improving your finances today.  Happy reading! 
  


What's on my Bookshelf 

I got you, girl!
Personal

I am not a beauty or a fitness blogger.  I teach women how to achieve financial success and live rich authentic lives.  I strongly believe that if you don't take care of your physical and mental health, it doesn't matter how much money is in your bank account.  I strongly support companies that offer clean beauty and personal care products, organic food and sustainable fashion.  We vote for our values with our money every day.  These are the brands I'm happy to support.    

My Personal Essentials

Here we go!
Kiddos

There are various helpful resources that will guide you on the journey of teaching your kiddos about money.  
I'm sharing my favorite books, Apps and other tools I've enjoyed using so far. Stay patient. Keep the big picture in mind. I applaud your commitment to make sure your kids grow up to be financial literate adults and live the life of their dreams!

Learning resources for kids

Elena's favorite things

investing . books . personal . kiddos

learn more

You

When you invest in your financial education through one of our products, you are also creating meaningful change in the world.  With every purchase, you support a child in need.

are making a difference

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