Author your next chapter with clarity and confidence
Our seasoned team has over 25 years of experience in the consulting industry.
Our experts manage over $4.5 billion in client assets, ensuring growth and security.
Our commitment to excellence is reflected in our 95% client satisfaction rate.
As the eldest child and big sister to two siblings, I have been teaching and coaching someone on some level since the age of 5. I was the guinea pig for a lot of firsts, which meant plenty of trial and error, sprinkled with many failures. However, thanks to my neurodivergence and millennial resilience, I have been able to adapt to any situation and find a solution.
I have a unique combination of work and life experiences that have given me a wide array of skills and perspective. I spent 15 years working in Corporate America in a variety of roles and the last 4 years have been a variety of roles in the nonprofit sector. If you’re looking for a literal Jack of all Trades, you’re in the right spot.
Advocate • Create • Educate •
Advocate • Create • Educate •
If you’re stuck in a storyline that you’re tired of living in and need some help writing that next chapter, we can help you in a variety of ways.
Free Online Workshops + Discussion Panels
Every month, there will be free learning opportunities available! The Neurosparkly Support Society meets monthly and discussion panels happen every quarter. These are completely FREE opportunties with the goal of building community with other likeminded folks.
Personal Empowerment Workshops
So much of what holds us back from achieving our goals is fear. Facing those fears can feel a lot less daunting if you are doing it in community with others, so all of our personal empowerment workshops are designed for small groups. We intentionally limit the amount of people in workshops to ensure that everyone will get max quality engagement and discussion. Quality over quantity is key here.
Compassionate Leadership Development
Great leaders are focused on cultivating people and not profits. They understand that the most important investment will be the one they make into their team and into building a culture of collaboration and support. Compassion and empathy have been sorely lacking in leadership, so we’re here to help flip that narrative.
Camaraderie Building Workshops
I found a quote around teamwork that really resonated with me and it came from an unexpected source: Bono from U2. “Create an environment where people can take risks. If everything has to be brilliant from the word go, you’re never gonna get off the ground.” Some leaders tend to focus solely on getting the right people together to accomplish an end goal without ever laying a groundwork of camaraderie. If camaraderie might be the missing ingredient, you came to the right place cause we’re always cooking up some level of camaraderie.
Free Monthly Offerings
Educate & Empower
To stay in the loop on upcoming events, click below to be added to the email list!
Create & Craft
To stay in the loop on upcoming workshops, click below to be added to the email list!
Neurosparkly Support Society
Join the Neurosparkly Support Society!
“Stay Golden” is a phrase my brother, Marc, used to say around the holidays.
It can be a tough time of year, so he would remind people that you never know what someone else is going through and then encouraged others to “Stay Golden,” referring to the Golden Rule. He passed away in 2018 and I decided to carry that spirit on through my actions (and eventually, in my work).
The Golden Rule has existed throughout history and interpreted in a variety of ways. Here’s my interpretation:
This is a key concept I learned in my time as a Volunteer Coordinator at a syringe service program. Some people are ready to make giant, sweeping, YOLO changes and others need more time to figure out what they want. My goal is to understand where you are at in your life and what next steps are realistic for you and your situation.
An impactful coach has the ability to step outside of their own life experience and put themselves in the shoes of their clients. People underestimate the power of compassion and empathy. I want my clients to feel safe to confide in me and feel understood, so I don’t skimp on compassion and empathy.
Have you ever been in a one sided relationship? One where you were putting in all the effort to hang out and spend time with them, but the other person wasn’t, so you dipped out? Yeah, same goes for coaching 😂 The coach and client relationship is a reciprocal one. If I am putting in my best effort and energy, but you aren’t, we won’t see the results you desire. This is a team effort!
You are the main character
in your story.
Define
Before you can solve a problem, you have to define it. In all of my workshops, I define and explain any topics or concepts before we start creating a plan of attack. Once we know the ins and outs of the problem, then we can define the goals you have.
Outline
Creating a rough outline of an action plan is so important. Sometimes, we get stuck in the weeds of a problem that we can tend to lose sight of the big picture. This will be your map to get you back on track when you get lost.
Identify
Once you have created an action plan, it’s important to identify the key actions that need to be taken. Do certain things need to be done before you can move on to the next step? Identify what that is. Is there an alternative option available at any point? Identify what those might be.
Train
The final logical step is taking action . However, changing a response or behavior requires practice. You will literally need to train your brain to not default to your old habits and thought patterns. It’s easier to tell yourself a story where you already know the outcome because it’s predictable. We’re not training to be predictable – we’re training to change!
Boost your investment returns and grow your wealth strategically with expert guidance.
Our journey is one of continuous growth, adapting to the ever-changing financial landscape while staying true to our core values. Today, we proudly stand as a trusted partner to individuals and businesses alike, delivering tailored financial strategies that drive real results.
We offer a variety of ways to work together, based on your needs and goals. Together, you and your financial advisor will find the right path forward.
With years of experience across diverse financial sectors, we provide strategic insights and actionable advice that drive success. Whether it’s investment management, tax optimization, or retirement planning, our team is equipped to guide you through complex decisions with clarity and precision.
1
Assesment
Evaluate the client's current financial situation and identify their long-term goals and challenges.
2
Strategy Development
Create tailored financial strategies to address the client's needs, including investment, tax, and risk management plans.
3
Implementation
Execute the recommended strategies and regularly review them to ensure they remain aligned with the client's objectives.
Clients Share Their Journey To Financial Confidence
"Their wealth management transformed my portfolio with significant growth. I now feel more secure about my financial future, thanks to their personalized approach."
Anya Chen
Startup founder
"Working with this firm for my retirement planning has been incredibly reassuring. Thanks to their guidance, I now feel confident and secure about my financial future."
Hector López
Corporate executive
"Their strategic guidance gave me a clear financial incredibly roadmap, helping me achieve my goals faster and with greater confidence. Highly recommended!"
Makayla Robinson
Business owner
"Their tax planning streamlined our strategy and minimized liabilities, freeing up resources for significant growth. A game-changer for long our bottom line."
Liam Anderson
Business owner
"Creating a retirement plan begins with your long-term financial goals and streamlined our tolerance for risk, and then starting to take action to reach those goals."
Ella Walker
Business owner
Whether it be the next chapter in your life or the next chapter for your organization, I would love to help you figure out what elements will be needed to start that next chapter.
