Passionate About Inspiring Others to Live Responsibly

For the last several years, I've been helping groups of people in our community learn to build wealth and minimize debt by living on a plan.   I want to take that passion and knowledge and specialize in helping individuals take that next step. I coach my clients in a way that utilizes both their heads and their hearts.  Let's make a plan to accomplish your dreams.

The essence of my work is to learn your story and find out your dreams - and then to use math, financial tools, and 'big picture'  financial knowledge to give you objective observations, information, vision and a path to get you to your goals.  Or, to help you get "Financial Wellness".  So often we are caught up emotionally in our finances and cannot clearly see the big picture.  I know this from personal experience!

My husband and I were $110,000 in debt (not including mortgage) and living beyond our means.  We attended a local Financial Peace University class, took the lessons to heart and drastically improved our life by making a plan for our life.  We eliminated 90% of our money fights, paid off 100% of our debt, and now know that we are financially secure.  We have an emergency fund, a plan to pay for college for the kids, and a plan for retirement.  We found HOPE in the mess of our finances and life is SO much more peaceful now that we are financially fit!

I have a varied background and multiple life experiences that help me relate to most people - I enjoy meeting and learning their stories.  In my life I have been a student, teacher, parent, actress, field worker, model, janitor, engineer, public speaker, ice cream vendor, and more! A common thread through all those jobs was making money and spending money.  No matter what we do in this life, we will need to interact with money - yet we are very rarely taught how to do it!  


Life is simply too short to be unhappy or stressed about your finances — so what’s holding you back? Let's tackle the source of your problems together once and for all. Let me help you learn better ways to handle the issues that are standing in the way of living your dreams. Get in touch with me today.

  • BS, Civil and Environmental Engineering, University of Michigan

  • MA, Public Relations and Communications, Cal State Fullerton

  • Financial Coach Master Training, Ramsey Solutions

  • Songham Taekwando, currently since 2014

  • Financial Peace University coordinator, bi-yearly since 2012

  • Ramsey Solutions certified Master Financial Coach

  • Professional Engineer, State of California

  • First Degree Black Belt, ATA International 

Headshot of Theresa

Financial Fitness Coach

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