Work With Me

We want to spread financial literacy wherever we can.

Money is not an easy subject, but it’s time we talk about it.

Why Work With Us?

Catherine is the Certified Financial Educator here at Sisters for FI. She is independent and not affiliated with any institution which means workshops are tailored to the audience and not towards selling products. She is also a FIRE Enthusiast (Financial Independence, Retire/Rest/Reset) and can provide lessons and action items relating to the movement. She is a former IT and AdTech PM who has been able to maximize corporate benefits to her advantage. Catherine also loves talking sustainability so if sustainable investing is your next challenge, let’s chat.

 

Financial Education

Our goal with Sisters for FI is first and foremost Education.

Everyone can use a bit of financial knowledge.

Let’s chat and see what topics will work for you!

Reach out using the Contact Form.



Financial Coaching

We offer Financial Coaching to those just starting out on their journey. We tailor a 6-month program based on your financial experience, needs and goals. It is an iterative process approach. We are moving away from calling it a "systems" approach because humans are not systems. While money is a tool, our relationship to money is complex and emotional.

Financial Coach vs. Financial Advisor?

Simply put, a Financial Advisor helps you manage wealth you already have. Financial Coaches help you build wealth in the first place. Financial coaching focuses on your education, growth and decision making process for building wealth which is why we tailor each 6-month program to you. We require commitment and feedback from you just like a sports coach would so at the onset of our engagement, we ask a lot of questions. The program is offered at a flat fee and we only accept a certain number of clients a year to ensure an effective experience.

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