invest in yourself & achieve your dreams
A comprehensive personal finance course and 1:1 coaching program that is designed to level up your money. Learn how to kick bad money habits to the curb, reach financial goals, build wealth, and pursue your dreams!Â
You've built a great career and make good money, yet you still feel like you're living paycheck to paycheck.
You've dreamt about quitting your job and retiring early but don't know if that will ever be possible.Â
You have some investments but you're confused about them and unsure if you're doing it "right".
Learning how to invest has been on your to-do list but you just keep pushing it off because you don't know where to start or are overwhelmed by it all.
You don't want to wait to enjoy your life and have goals to travel the world, buy a house, start a family, or start a business but don't know if you can afford it.
Feeling confident with your money, attracting money with ease, and trusting YOURSELF to make important financial decisions.
Having a clear financial plan and knowing the exact steps needed to reach your financial goals no matter how daunting they may be.Â
Never having to worry about your finances because you KNOW where your money is going every month and have an automated system in place that does all the heavy lifting.
Understanding the fundamentals of investing and how to replicate the strategies used by successful millionaires.
Being able to pass on generational wealth and money lessons to your children and family members.
Creating passive income and TIME freedom so you can focus on living out your rich life and chasing your biggest dreams.
INTRODUCING…
A proven system that gives women and working professionals the clarity and confidence to build wealth and achieve their financial dreams
I wish Money Glow Up Academy existed twenty years ago! As someone with immigrant parents, many of the basic concepts of personal finance are foreign to me and were not things that were taught in school. I've always been intimidated by the concept of investing and assumed I would need to keep working until normal retirement age.
After my sessions with Sam, I increased my investing rate from 0% to 25% and was able to fully fund a $20k+ emergency fund six months ahead of schedule. Rather than procrastinating or looking the other way, I now have a better understanding of my money mindset & values, how to budget and set money goals, the fundamentals of investing, and I generally feel more empowered to tackle personal finances head on. Glow up & grown up!
Money Glow Up Academy is a gamechanger! Being able to walk away from the program with recorded sessions, saved documents, and a plan for next steps is a testament to how much Sam wants to help her clients make the decisions that will be best for them. She encouraged me to consider investment strategies that I hadn't used before and it's going well so far. For anyone who has hit a brick wall with financial planning and investment strategies, call Sam! She will partner with you to propel you forward.
I've had cash sitting in my TD Ameritrade account, not actually invested in anything, for longer than I'd like to admit. After I took my course with Sam, I had the knowledge and confidence to go in and actually do something with it! I've gotten a lot of value out of our periodic follow-ups as well - like having a personal trainer but for my money 🙂  I am so grateful to Sam for helping empower me and other fabulous professional ladies out there.Â
1:1 virtual coaching sessions and direct access to me as your money coach (email, texts/DMs) throughout the program
5 modules and 15+ video lessons on everything you need to know to get your financial house in order and build wealth through investing
Tons of accompanying assignments and worksheets to solidify learning w/ your very own personalized Notion dashboard to keep everything organized in one place
Lifetime access to all the content, including any future additions or improvements to the program!
Let's break it down
Module 1 is focused on knowing your actual numbers and building a strong money mindset for the foundation of your wealth journey. Not only will you understand your current financial picture, but we will also work through any limiting beliefs that might be preventing you from attracting money into your life. We’ll talk about financial freedom: what it is and why you should care (this information alone transformed my entire outlook of money).
Module 2 is all about aligning your finances with your values, defining your goals, and creating a budget that clearly reflects that. You’ll define your WHY and create a guilt-free spending plan that also prioritizes your future self. In addition, you will create actionable goals that are set up for success, with clear numbers and timelines. We’ll thoroughly break down each goal so you confidently understand how much you will need to save (or invest) to reach each goal.
Investing is how you build wealth and achieve financial freedom. Let’s go beyond general savings and talk about how you grow your money! Module 3 is an intro to investing in the stock market so you feel comfortable building a diversified, low-risk portfolio that is optimized for your goals. Discover how the rich stay rich and why compounding interest should be your new BFF. You'll also learn how the stock market works, the different asset classes you can invest in, and how to use behavioral science to become a better investor.
Module 4 is where you can start investing with confidence. Investing can be simple if you want it to be. You’ll identify the types of investment accounts (401ks, IRAs, HSAs, taxable brokerages, etc.) you’ll need in your arsenal and decide what investment style best suits your lifestyle. You’ll also learn how to use asset allocation and diversification to build a portfolio that aligns with your personal risk tolerance and financial situation so you feel confident about your decisions, even in times of recessions or market downturns.Â
Module 5 ties everything together with tips and best practices to manage your own portfolio and design your personal financial system. We'll have the opportunity to get hands on with your accounts and discuss tools and resources that will support your wealth journey. By the end, you should have a clear strategy and roadmap on how to automate and optimize your money to achieve your biggest dreams.
hey there
I’m a personal finance expert, corporate escapee, and money coach. I’ve always cared about making my own money but stumbled around when it came to saving and growing it. I’ve spent over 20 years trying to “learn how to money” and know firsthand how important having a solid foundational knowledge of personal finance can change your life.Â
For me, it gave me the security and confidence to quit my highly coveted tech job and pursue my dreams of helping women build wealth. I know too many accomplished, badass women who admit that managing their money is daunting or they know they could be doing more, or worst yet, they hand over financial control to someone else.Â
The thing is, we’re all capable and have it within us to live a financially abundant life and be in the driver’s seat as we chase our dreams. All you need is the roadmap and guidance to show you how to create wealth – from slaying your money fears to learning how to invest to creating a financial system custom-tailored to YOU.Â
Money Glow Up Academy is an accumulation of my knowledge so you can fast-track your journey to wealth. When you have more money, you have the power to do amazing things and create a positive impact on everything around you. I can’t wait to share this experience with you!Â
This is for you if…
You’re motivated and ready to be in the driver’s seat of your finances and build long-lasting wealth
You need help getting your finances in order or creating a plan to reach your financial goals
You know you can be doing more with your money and want to learn the fundamentals of investing
You want someone in your corner to bounce ideas off of and keep you accountable
This may noT be for you if…
You’re looking to get rich quick… I believe in investing for the long-term
You just want someone to tell you what investments to buy… this course is about building your financial literacy so you can make your own educated decisions
You’re not willing or too busy to put in the work… this is an intensive coaching program that will require you to show up before you can glow up 🙂
Ready to crush your financial goals and level up your money? This comprehensive 3-month 1:1 coaching program is designed to accelerate and radically transform your financial trajectory. This package includes:Â
Are you an action taker who’s ready to take money matters in your own hands but just need that extra little push? This self-study course may be perfect for you! This package includes:
there's no better time than now
I get it – dishing up money to learn how to grow your money sounds counterintuitive. There are tons of free personal finance resources out there and you just need to find the time to learn it. If that’s the case for you, then this is your friendly reminder to do it NOW. Your financial health is just as important as your physical and mental health.
BUT, if you’re ready to accelerate your journey and know you can benefit from having a personal coach that deeply cares to show you the way and keep you accountable, then this program is for you. The’s no better time to invest in YOURSELF to see the results you deserve.
If you're serious about transforming your finances and are looking for real results, then the 1:1 coaching package is for you. I will work alongside you to make sure you feel comfortable with your numbers, tackle any limiting beliefs, design a value-driven spending plan, and understand all the investment concepts so you can start growing your money. We will focus on the topics that matter most to you and you will walk away with a clear strategy and roadmap on how to achieve your goals.
If you think you already have a majority of your finances under control and just need some guidance to make sure you're on the right track and want to learn how to invest, then the self-study online course is the perfect solution for you. It takes all the guesswork out of having to do all the research yourself and will give you the foundational knowledge to take your finances to the next level.Â
The 1:1 Coaching Program is designed to be completed within 2-3 months.
The general program structure is: Learning > Assignment > 1:1 Coaching. Prior to each coaching session, you will be expected to complete the learning module and corresponding assignments. This may take a few hours to complete and may require you to journal, pull up bank accounts and assess your actual numbers, or do investment research. This is to ensure we are optimizing our time together during our 1:1 coaching sessions and can cover any topics that need further discussion. Â
I've found that meeting every other week typically works best, but can also meet weekly if schedules permit.Â
If you are going through the self-directed course, there are 5 modules that each include approximately 1-hour of video instruction + 2-3 hours of assignments. The timeframe and pace at which you complete the course are totally up to you as you'll have lifetime access to the video lessons in Money Glow Up Academy.Â
Payment plans are available for the 1:1 coaching package only.Â
Here's a breakdown of all the tools and apps we'll be using throughout the course of Money Glow Up Academy 1:1 Coaching Program:
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Notion is the primary tool that will be used throughout this program. Notion is free to sign-up and you do not need to pay for a premium version to complete this course. I've decided to use Notion because it offers the best experience to watch video lessons and complete assignments all in one central place, while allowing for basic collaboration. Besides, who likes downloading workbooks only to never look at them again!Â
You'll have lifetime access to the Money Glow Up Academy lessons so you can move through it at your pace or refer back to it whenever you need!Â
Your personal learning dashboard in Notion that includes all the exercises and resources are yours to keep!Â
Whether you work with a money coach, financial advisor, or financial planner completely depends on your needs.Â
I like to think of money coaches as the personal trainers of the finance space. We're here to empower YOU to become the person you were destined to be and our primary focus is to witness life-changing results and transformation. Personal finance is personal and not one size fits all, so it requires the type of partnership you would expect from your trainer or therapist! I deeply care about my client's needs and it would be an honor to get to work with you at such an intimate level.
Hiring a financial advisor/planner can be extremely expensive and they may not be able to offer the same level of partnership and commitment. But if you do go this route, please look for one that is a fiduciary, meaning that they're required to have your best interest in mind. The last thing you want is someone recommending investments that they get commissions off of!Â
Either way, my 1:1 coaching package may not be available for long (or will drastically increase in price) so jump on the opportunity while it's at such a low price!
There will be a vetting process to ensure we're a good fit to work together in a 1:1 coaching program. If at any point, you are unsatisfied with the program and have put in the work, reach out to me and we can try to work on a solution.Â
Due to the digital nature of the online course, all sales are final.Â
Disclaimer: I am not a licensed financial advisor, CPA, tax, or legal professional. I’m merely passionate about personal finances and want to share my knowledge with the world! Any information provided through Money Glow Up Academy or discussions covered through coaching engagements should not be considered investment, tax, or legal advice. All content is for educational purposes only. Please do your own research and consult any necessary professionals before making any major financial decisions. Investing in the stock market has risks and may result in loss of principal and capital gains. Past market performance does not guarantee future results.