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I get it...

Managing Money Can Be Frustrating

…but it doesn’t have to be! You’ve worked hard to make good money, but trying to manage it on your own gets you in your feelings and the idea of retiring early (or at all) seems like just a dream. I’m here to help you pull that dream into reality with an easy-to-follow roadmap.

The journey to financial freedom starts by taking the first step

Make Your Next Money Move

Hi, I'm Tremaine

A financial advisor for YOUR journey

I help people get their finances in order,  become accredited investors, create financial plans, manage money BETTER and invest so they can retire with EASE.  We accomplish this using our R.I.C.H. Roadmap framework. 

Every great business has a framework to follow, repeatable processes, and systems that produce a consistent stellar experience. We approach financial planning in the same way! I’m an educator at heart with a passion for teaching others how to grow their finances to create a more secure and free financial future. That passion led me to be nominated as a Woman to Watch in Investment News and awarded a spot on the 50 Under 50 list of AAA Financial Advisors as well as Investopedia’s Top 100 Financial Advisors.

If you’re earning good money but have little to show for it,  I want to help you organize your finances and make your money work for you like the tool it is. 

It’s time to break up with bad finances.

Let's Chat

You don’t need to feel alone in your financial journey. Get personalized support from someone who has made many money mistakes and overcome them. Schedule a consultation to get started on a clear path to your goals. You’ll walk away feeling seen, supported, and ready to step into your next season.