Founder of Financial Staples, a virtual, fee-only financial planning firm that helps tech professionals align their finances with their values and purpose.
Joined August 2016
- Tweets 657
- Following 1,008
- Followers 972
- Likes 6,658
319 Photos and videos
Pinned Tweet
9 Apr 2024
Thank you @investmentnews for sharing the story of career and how I built my firm! ow.ly/eq5J50RbsV8
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Don’t miss today’s holiday-inspired #CreditChat about setting boundaries!
We’ll be joined by: @CreditScoop, @DanielleMiula, @ACCreditCounsel, @Kembala, @finstaples, and @MoneySavvyLife. experian.com/blogs/news/abou…
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Don’t miss tomorrow’s #CreditChat about retirement readiness. We’ll be joined by @BeverlyHarzog, @finstaples, @RetireSecureNow, @RetirementRisks, @WearePlootus, @centsofjoyfp, and @AutumnKCampbell. experian.com/blogs/news/abou…
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5 Aug 2025
I'm excited to continue my work with the @Investopedia Advisor Council and contribute to their efforts to make financial education more accessible for all!
#CFPPro #FinancialEducation #FinancialLiteracy
29 Jul 2025
The Investopedia Advisor Council is a select group of independent financial advisors in the U.S. who contribute to our editorial initiatives, share their expertise, and help support our mission to make financial education more accessible for all. investopedia.com/advisor-cou…
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2 Jul 2025
Join us soon for a fun #creditchat where we discuss dreaming big and using your money as a tool to make it happen! See you at 3PM ET!
We hope you can join us for our #CreditChat today at 3 p.m. ET!
Topic: Freedom to Dream: Setting Financial Goals That Inspire You
RSVP for your chance to win a $50 Amazon gift card! bit.ly/45RSGiy
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30 Apr 2025
Join us in 30 minutes for the final #CreditChat of #FinancialLiteracyMonth! 💰💎
Join us for the grand finale of #FinancialLiteracyMonth! Our last #CreditChat of April is today at 12 PM PT. Expert panelists will share essential financial skills every young adult should master. experian.com/blogs/news/abou…
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Don’t miss tomorrow’s #CreditChat about financial literacy skills every young adult should master. We’ll be joined by @NextGenPF, @Daniellemiula, @JReLLz35, @Perspectives83, @UA_TCToday, @Kembala, @AdrianaOceans, and @finstaples: experian.com/blogs/news/abou…
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Excited for our upcoming #CreditChat on X! We're diving into Retirement Planning for Women. Join us to explore unique financial challenges and strategies for a secure future! 💪 #WomensHistoryMonth experian.com/blogs/news/abou…
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26 Feb 2025
Join me live at 3PM to discuss preparing for tax season with @Experian! #CreditChat
We’re getting ready for our #CreditChat. Join us in 5 minutes!
Topic: Preparing for Tax Season: Essential Steps to File Your Taxes
RSVP for a chance to win a $50 Amazon gift card: experian.com/blogs/news/abou…
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We hope you'll join today's #CreditChat about creating healthy money mindset in 2025 ft. @CreditScoop, @Lawrence_Sprung, @finstaples, @WellKeptWallet, @NavicorePR, @GreenPath, @Uzigomez, @perspectives83, @itsmymoney_, @moneycoachapril, and @BeverlyHarzog: experian.com/blogs/news/abou…
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Getting a head start on your holiday shopping? Don’t miss tomorrow’s #CreditChat ft. @DeaconHayes, @finstaples, @aboutthatwallet, @CityGirlSavings, @Kembala, @BeverlyHarzog, @NavicorePR, @GreenPath: experian.com/blogs/news/abou…
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8 Oct 2024
As an advisor who works with many single women—and as a single woman myself—I know it is increasingly important to consider retirement planning for singles differently. I offer insight into how I'm talking to clients about retirement planning here: investopedia.com/fa-one-thin…
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Do you spend impulsively due to social media? Tune in to tomorrow's #CreditChat ft. @creditscoop, @FinStaples, @WalletHacks, @LeslieHTayneEsq,@NavicorePR, @GreenPath, @UziGomez, @BeverlyHarzog, @Rod_Griffin, @Jennifer_wWhite, and @Teena_LaRo. bit.ly/4dyKRyR
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31 Jul 2024
Join us for #creditchat today at 3PM ET!
Are you navigating your finances on your own for the first time? Tune in to today’s #CreditChat ft. @creditscoop, @FinStaples, @moneytalk1, @ModernHusbands, @Seedlyng, @UA_TCToday, @BeverlyHarzog, @Rod_Griffin, @Jennifer_wWhite, and @Teena_LaRo. experian.com/blogs/news/abou…
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30 Jul 2024
Thank you @emoneyadvisor for having me on the Heart of Advice Podcast! In this episode, I explore how discovery meetings can transform client-advisor relationships and how the @blxinternship program helps firms connect with diverse talent. Check it out: buff.ly/3LMqXo6
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24 Jul 2024
A common misconception is that prenups are for the rich and famous. A prenup not only outlines what would happen if the marriage ends in divorce, it can also state each person's rights and responsibilities regarding premarital and marital assets and debts.
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22 Jul 2024
Do you find yourself in the same place financially year after year? Are you progressing towards your goals, or do you feel stuck?
No matter where you are now it's not too late to get where you want to go. Create an action plan and don't be afraid to get professional help.
ALT "Someday is a disease that will take your dreams to the grave with you."- Tim Ferriss
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17 Jul 2024
Tech companies are often considered some of the best companies to work for, and for many good reasons. The various benefits they might offer can add up to thousands of dollars in savings, so don't ignore them.
Need help choosing the benefits that are best for you? Let’s chat!
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16 Jul 2024
Moving abroad has become more popular and easier thanks to technology and remote work. While the thought of living somewhere else is appealing, it's important to understand the financial implications and challenges.
Check out @TheCigaNetwork for a qualified financial planner.
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5 Jul 2024
We’re now over halfway into 2024 and we all have gotten into routines and habits. But what if you feel like you have gotten off track, especially when it comes to meeting your financial goals? It’s never too late to readjust so you can finish 2024 stronger than ever.
ALT Midyear Financial Checklist 1) Review Your Cash Flow 2) Set New Goals 3) Track Your Progress 4) Celebrate Your Small Wins
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It’s almost time for our weekly #CreditChat. Join us at 3 p.m. ET. Don’t forget to RSVP for a chance to win a $50 Amazon gift card: bit.ly/4eRJInI
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