Wealth Coaching
Pinpoint the driving force behind your pursuit of financial freedom, and craft a comprehensive motivational blueprint that paves the way for you to manifest the life you've dreamed of.
Learn diversified real estate investing methods to set your investment snowball in motion, constructing a robust portfolio that enables you to embrace a fulfilling lifestyle and secure a comfortable retirement.
Discover the art of strategically organizing your investments to harness valuable tax benefits, empowering you to retain more of your hard-earned money while steadily expanding your financial prosperity.
Financial Freedom Discovery Call - $249
Are you ready to stop trading your time for money?
Are you tired of your employer telling you that you can't spend time with your family because your time belongs to them?
Are you ready to start living life on your own terms?
During our 90-minute Financial Freedom Discovery Call, we will uncover your financial and lifestyle goals and explore the different paths that can get you there.
Our coaching program empowers you with the knowledge of how various investment opportunities work, how much effort, reward, and risk they involve, and the red flags to watch out for. We do not have a financial interest in any investment products - this is all about your personal education and success.
Contact us when you are ready to think bigger and gain freedom over your time and money!
Your Money Today
We will begin by evaluating your current financial situation, determining the investment amount and cash flow you need to reach financial independence, and addressing any money mindset issues that may be holding you back.
Your Money Tomorrow
Next, we will design a personalized financial freedom plan by evaluating and comparing various investment and tax-savings opportunities to grow your wealth, and determining which options best align with your lifestyle, time, and financial goals.
Your Financial Freedom
Finally, we will discuss “seasons” on your path to financial freedom, how to make your money last, and how to identify ‘lazy’ equity that is dragging down your portfolio. We will answer any final questions and discuss next steps on launching your financial freedom plan.
Pria N.
“I feel at ease with my finances now and I learn so much from you every time we talk. Thank you for sharing your knowledge and supporting me through this process. Thank you for helping me through my journey to financial freedom!"
Tammy H.
"Susan provides comprehensive content to build into your own wealth strategy/plan. It is informative and really gets you thinking and excited about paying attention to your money! "
Zinni J.
"Susan is very encouraging, responsive, and patient with my questions. I want to apply all the strategies she has introduced me to in my journey into investing to achieve my ultimate dreams! I encourage newbie women investors like me to talk to her and start your portfolio today."
Real Estate Investing Discovery Call - $249
Ready to Develop or Fine-tune your Real Estate Investing Strategy?
During our 90-minute Real Estate Investing Discovery Call, we will explore different types of real estate investing opportunities that fit your personal financial and lifestyle goals.
Our coaching program empowers you with the knowledge of how various real estate investments work, how much effort, reward, and risk they involve, and the red flags to watch out for. We do not have a financial interest in any of these real estate opportunities - this is all about your personal education and success.
Contact us when you are ready to start building your real estate empire!
Rentals
After determining your financial and lifestyle goals, we will discuss the pros and cons of different types of smaller rental real estate: single-family homes up to fourplexes, along with the three common rental strategies: long-term, mid-term, and short-term.
Commercial
Next, we will look at the pros and cons of commercial opportunities: apartments, businesses, land, and real estate flipping, to determine if these align with your financial and lifestyle goals.
Passive Syndications
Finally, we will discuss how to evaluate passive real estate syndications to determine if they are the right investment for you. By the end of the call, you should have a good idea of what investment fits your lifestyle and your next steps on how to proceed. Additional follow-up calls can be booked for additional assistance with the investing process!
Tax Optimization Discovery Call - $249
Tired of giving so much of your hard-earned money to the IRS?
Back in 2021, I was hit with a federal tax bill of $137,000 and just about had a heart attack! I didn't understand why my losses weren't offsetting my income and knew I needed to start learning some tax strategy ASAP. After doing a TON of research into the tax code, I was able to redistribute my investments to take advantage of deductions that matched the types of income I had coming in - saving me over $100,000 on my tax bill the following year!
Having a good tax strategy can potentially make you more money than taking on a second job.
During our 90-minute Tax Optimization Discovery Call, we will look at what types of income you generate and the types of investments you own, and explore opportunities for matching those with potential tax deductions.
Disclaimer: I am not a CPA or accountant, but I can educate you on what tax-saving strategies might apply in your situation so you are armed with the knowledge to make informed decisions.
Always do your own due-diligence.
