My life has been custom designed and I have been called upon to do this work as a Finologist (money theorist) and Money Wellness Coach. I was born with a unique ability to think differently than most, and was raised by a renowned financial theorist, Richard B. Wagner, CFP®, JD. Through these experiences, alongside many impactful travels and my long-time yoga practice, I view the world, people and money in a radically different way.
I earned my degree in Socio-Philosophy from The Johnston Center at The University of Redlands. There, I explored people and the world of theory. As a Certified Financial Recovery Counselor℠, I’ve received extensive training that allows me to understand intentions, and behavior, money and people.
My mentor, Marty Kurtz, CFP®, believes that cash flow management is the first step to a healthy financial life. Through working with Marty, I married the skills from my education with an idea that money is a complex and critical aspect of our daily lives. Doing so, I saw that my vow to make this world a better place called on me to support people in engaging with money in ways in that are positive and empowering.
Answering the call, I opened VitalFinancials™ LLC in 2011, specializing in helping individuals and couples match their daily money lives with their authentic Selves and big picture goals through personal cash flow management. My love of cash flow lies in it being the vortex of where we interact with our money, and therefore, where we hold our power.