Expertise

Where I can
help you.

My work sits at the intersection of financial strategy, education, and professional growth. Whether you're looking to buy your first home, plan for retirement or make a change in your career — here's how I can help.

Executive coaching and career development

Area 01

Executive Coaching & Career Development

Career growth is the most overlooked component of financial success. I've spent years coaching professionals through promotions, leadership transitions, and skill development — helping them increase their earning power and build the confidence to step into bigger roles.

Drawing on experience leading teams across product, marketing, design, editorial, and technology at Money Group and Google, I bring a practical, results-oriented approach to professional growth.

  • Navigating promotions and career transitions
  • Building leadership presence and executive communication
  • Developing high-performing teams
  • Earning more: negotiation and compensation strategy
  • Career goal-setting and accountability
  • Identifying and closing skill gaps
  • Building your personal brand and professional network
  • Transitioning into senior and executive roles

Area 02

Personal Financial Planning

A holistic, human-centered approach to financial planning — one that accounts for where you are today and where you want to be. The focus is on building frameworks that make financial decisions feel clear, not overwhelming, and connecting your financial goals to your career trajectory.

  • Retirement planning & goal setting
  • Budgeting frameworks that actually stick
  • Emergency fund & cash flow planning
  • Building long-term financial security
  • Financial planning for career transitions
  • Wealth-building strategies for professionals
  • Women's financial empowerment
Personal financial planning

Area 03

Real Estate Investing

Real estate can be one of the most powerful wealth-building tools available — but only when approached with the right knowledge and strategy. I help people understand the numbers, evaluate opportunities clearly, and make decisions that align with their broader financial picture.

Living in Puerto Rico has given me firsthand insight into unique real estate markets, including Act 60 tax incentives and the island's growing investment landscape.

  • Evaluating investment properties
  • Short-term vs. long-term rental analysis
  • Building a real estate portfolio over time
  • Puerto Rico real estate opportunities
  • Aligning real estate with your broader financial plan
Real estate investing

Area 04

Financial Workshops & Education

I design and lead workshops that make finance feel approachable — not intimidating. Drawing on my experience at money.com, Google's Design Sprint methodology, and years of community coaching, I create sessions that are engaging, practical, and built around real people's lives.

Corporate Workshops

Tailored sessions for companies looking to support employees' financial wellness and career growth — from budgeting basics to leadership development.

Community Sessions

Accessible, jargon-free workshops for community organizations, non-profits, and underserved populations — especially focused on women's financial empowerment.

One-on-One Coaching

Personalized coaching sessions through Savvy Ladies and private engagements — focused on your specific career and financial goals.

Workshop Topics

Building your first budget
Retirement planning for every stage of life
Real estate as a wealth-building tool
Financial planning for women
Navigating financial transitions (job loss, inheritance, life changes)
Career growth as a financial strategy
Negotiating your salary and compensation
Building a personal brand that opens doors

Interested in booking a workshop or speaking engagement?

Get in Touch

Ready to grow your career and your wealth?

Whether you're looking for coaching, a workshop, or a speaking engagement — let's talk about how I can help.