Services
Are you emotionally balanced when it comes to money?
At The Modern Savvy CPA, I am more than just a financial expert; I am your partner in achieving financial freedom and empowerment. My mission goes beyond traditional consulting services—I’m here to inspire and equip you with the tools to transform your money mindset and create a proactive, intentional approach to managing your finances.
Financial freedom is a journey that touches every aspect of your well-being. It’s never too late—or too early—to take charge of your financial future. True empowerment begins when we move beyond reacting to financial challenges and adopt a mindset rooted in intentional saving, investing, and spending.
The challenges of recent years have underscored the importance of resilience and preparedness. By taking steps to reshape your financial habits and embracing strategies for wealth-building and tax savings, you can position yourself to thrive in the face of future uncertainties—and create the life you’ve always envisioned.
Let’s work together to maximize your profitability, grow your net worth, and empower you to achieve financial freedom.
My philosophy on finances and living a financially well life is not about deprivation nor instant gratification, it about moderation. You achieve financial freedom by controlling your money and not letting your money control you!
Have you heard the latest financial hack?
Guess what? Wealthy people don’t do “hacks”! Wealthy people have consultants that helps them minimize their taxes and maximize their profitability.
WAYS We Can Work Together On The Journey To financial freedom & empowerment
Keynote Speaking
I deliver keynote speeches that are as empowering as they are practical. With nearly three decades of experience and a lifetime of personal financial insights, I bring real stories and actionable strategies. Attendees leave with tangible tools, fresh perspectives, and the confidence to take charge of their financial freedom.
Example speaking topics include:
- Financial Literacy for the 21st Century: Teaching foundational money principles for today’s fast-paced world.
- Managing Financial Stress: Strategies to reduce anxiety around money and create peace of mind.
- Balanced Debt Management: How to handle debt responsibly without sacrificing long-term goals.
- Investing for Your Future: Demystifying the stock market and building confidence in investments.
- Purposeful Money Mindset & Motivation: Aligning financial goals with personal values.
- Entrepreneurial Mindset & Skills: Empowering aspiring business owners with tools for success.
- Finance Careers for Gen Z: Bridging the gap and inspiring the next generation to pursue careers in finance
Workshops & Lectures
- Educational Workshops: Tailored workshops that equip participants with practical financial skills and strategies to achieve their goals.
- Guest Lectures: For educational institutions, guest lectures on financial literacy and planning empower students with essential life skills.
YouTuber & Podcast Host
As the host of podcasts The Modern Savvy CPA and Get Wealthy With Me, I combine decades of financial expertise with a passion for helping individuals achieve financial freedom. Each episode explores the principles of intentional money management, guiding listeners and viewers to rethink their relationship with money. From mindful saving and investing to actionable strategies for spending with purpose, the content is designed to inspire audiences at every financial stage.
Through authentic conversations, practical advice, and relatable stories, my guests and I empower our audience to shift from a reactive to a proactive approach to money. Whether you’re tuning in for expert interviews, personal insights, or real-world frameworks, the podcasts and YouTube channel provide tools and motivation to help everyone unlock a future of greater financial confidence and freedom.
Let’s begin the journey.
Taking those first steps and working together towards building a stronger financial literacy foundation will help ensure that collectively we will be more resilient in the face of future challenges and be better positioned to reach our future financial goals.