About My Biz…

Wealth in Bloom is a Financial Wellness and Strategy Company tailored to helping individuals and enterprises build wealth, generate capital and thrive. As a strategist and trusted advisor (not a financial planner or accountant) I do not sell products, instead I help individuals build financial security in their personal or professional lives through evolving personal money habits, launching or scaling a business or teaching valuable financial literacy information. Together, my clients and I create growth and wellness strategies that unlock the life they desire and increase their financial wellbeing and clarity.

I believe in abundance not restriction. And my strategy at Wealth in Bloom is not to create the next wave of miserable, overworked, overstressed millionaires-- but instead to help our clients build a financial plan that creates the life they want (part time work? travel? fully funded investment portfolios?) AND that is grounded in money virtues and practices that center rest, family, joy AND social and environmental responsibility.

I have helped people secure 6 figure loans they were previously turned down from, grow multi-million dollar businesses and nonprofits, run and win elected office, and secure C-suite leadership positions within their organizations. I have also helped people understand their relationship to money and debt and helped build their confidence by learning the basics of finance and business development.

What are your goals and how I can support them becoming a reality?