Speaking
Redefining Wealth for the Modern World
Having served clients as a wealth advisor for over a decade, I’ve been recognized as one of America’s Top Next Generation Wealth Advisors by Forbes and one of The Most Influential Wealth Managers in Los Angeles by the Los Angeles Business Journal.
I hold advanced technical credentials in financial planning, investing and special needs consulting (CFP®, CIMA® and ChSNC®), as well as certifications that address the human side of money (CeFT®, RLP®).
My unique approach combines finance and creativity to bridge the traditional, technical elements of finance with the modern, holistic, human side.
Audience members have told me that for the first time in their lives, they discovered that the world of finance could be creative and even fun.
Programs
Finance is Beautiful
Using Creative Tools to Transform your Relationship with Money
Available as: Keynote or workshop
Ideal audience: Women leaders, founder communities, professional services, personal development track at festivals
Best used when: Your summit needs a fresh, interactive kickoff or closing speaker on financial empowerment
Description:
Have you ever struggled to make a decision around how to use your resources – time or money? Imagine if there was a simple framework for making clear and confident financial decisions. There is - and not only that, it’s FUN!
Welcome to Finance is Beautiful, where you’ll learn that your finances are not just numbers, but a tool to express your values through your resources. Through creative exercises that include live music, interactive games, and enriching conversations, you’ll reimagine your relationship with money, and redefine ‘wealth’.
Attendees will:
Describe how the history of 'wealth' has shaped our perspective on money.
Understand how inherited money stories show up in our decisions.
Implement a values-based framework for defining and experiencing wealth.
Rock out.
Created Values
Using Play to Bring Clarity and Confidence to Your Decisions
Available as: Workshop or private salon
Ideal audience: Executive teams, professional services firms, family meetings
Best used when: Team building, family alignment, bringing people together
Description:
Have you ever struggled to make a decision about how to use your time or money? Disagreed with a partner, client, or team about how to move forward? What if there was a simple, creative way to transform your ability to make decisions when they really matter?
Created Values is a guided card game and experiential workshop designed to help you clarify what matters most and align your resources with your values.
Participants will use the Created Values cards to explore and articulate their core values, engage in meaningful small-group conversations, and create a framework for making clear, confident decisions.
When you attend this workshop, you will:
Clarify your top three values — what matters most to you.
Discover how to use your values as a decision-making framework — for both personal and financial alignment.
Identify specific actions to align your time and money with your values over the next 12 months.
Money Roots
Discover and rewrite unhelpful beliefs to gain financial clarity and confidence
Available as: Workshop, or lunch-n-learn
Ideal audience: Professional services, executives, women's events
Best used when: Revenue stalled for no apparent reason, recent change in culture or leadership, clients don't implement your sound advice
Description:
We all have invisible beliefs that directly affect our ability to make clear and confident financial decisions.
Over years of working with clients, I noticed that our relationship to money is a lot like a tree. The beliefs we have around money live beneath the soil. They’re the roots. That’s why, at Created, we call them “money roots”: they inform what will grow, and most importantly, what can grow.
There are a number of factors that inform and influence someone’s experience with money, especially lessons learned from our parents/guardians and environment (culture, media, community, etc.).
In order to make better financial decisions, we need to be conscious of these influences. That way we can be sure they are aligned with the goals we want to achieve. And in this interactive presentation, your attendees will do precisely that.
Attendees will:
Visually map their relationship to money.
Identify beliefs that are unhelpful to their goals.
Rewrite those unhelpful beliefs in order to make financial decisions from a more rooted and positive place.
Panels & Podcasts
I am available to speak on panels covering:
Financial life planning
Navigating financial and personal transitions
Rewriting your personal money story
I’ve also prepared custom presentations on topics such as:
Finance for writers (Writers Guild of America West)
Goal-based investing (CFA Institute)
Money and meaning (USC and Pepperdine University)
Created Wealth Salons
In the enlightenment era, women educated each other and spread ideas by hosting private gatherings in their homes. These became known as ‘salons.’
A salon is an engaged, explorative conversation with an esteemed group of acquaintances in pursuit of knowledge and fellowship.
With Created, I currently lead Wealth Salons both online and in private and public gardens to help people expand the freedom and fulfillment in their life.
Salon themes include:
Investing with Impact
Planting Your Legacy
To inquire about bringing a Wealth Salon to your community, garden, or online community, click below.