Follow the path to financial success where small actions lead to BIG RESULTS!

Overwhelmed by Your Finances and Don’t Know Where to Start?

Discover the Financial Success Society. This exclusive membership guides and educates high-achieving women with organizing their finances and building customized investment strategies so they feel confident about a secure financial future.


(Are You...)

  • Stressed because your financial worries are keeping you up at night, and shaking your confidence?
  • Frustrated by trying to get your finances under control, and changing your mindset about money?
  • Overwhelmed when you have to make a hard financial decision, and wondering if it's the “right” one?
  • Panicked that time is passing you by, and your window for making smart financial decisions is closing?
  • Worried about a secure financial future because you don't have a plan or even know where to start?
  • Afraid that you don’t have the time to take on “one more thing” in your life?

Don’t Worry… You Are Not Alone!

Countless people are in the same situation; their finances are working against them

instead of FOR them. It's time for your money to start working for YOU!


  • Understood your current financial stage, and felt the confidence to move forward
  • Knew the exact steps to take, specific to you, and how to apply them to your financial landscape
  • Felt confident in your financial decisions, knowing they are the "right" decisions to secure your future
  • Knew how to jump-start your finances for time lost
  • Were able to ensure a financially secure future for yourself and those most important to you
  • Were able to accomplish your financial goals on your timeline, in a way that works for “your” schedule + lifestyle

The Financial Success Society Membership eliminates the confusion and overwhelm, giving you the exact steps to take based on “your” current financial stage. As a result, you will feel confident about your decisions as you move into a secure financial future.

ONLY $49/month
  • Do you feel your finances are under control?
  • Do you know where or how to start budgeting?
  • Do you feel confident about your financial decisions?
  • Do you feel you are making the 'right' decisions?
  • Do you have your finances organized & streamlined?
  • Do you feel confident and secure in your future? 

If you answered NO to any of these questions,
the Financial Success Society Membership can help you!


Here's What's Included...

  • Our Step-by-Step Financial Success Path to help you take control of your finances
  • Private Membership Hub tailored specifically to you
  • Access to our exclusive members-only Facebook Group
  • Exclusive arsenal of reference guides, checklists, templates, resources and tools
  • Mindset coaching + support from our robust, private community centered on core values, beliefs, and financial philosophies
  • Monthly Facebook Live Q+A sessions to discuss your most pressing questions
  • Content to ensure you have the latest financial insights
  • Audios, Videos, and Transcripts to help you consume financial content in a way that you prefer
  • Our all-in-one experience to help you make financial progress easier and faster
  • Results that fit "your" schedule + lifestyle

  • And SO much more...


In the CLARITY Stage, you will learn the 5 Stages to Financial Success. You will know what financial phase and stage you are in. You will know the exact steps to take, specific to you, and how to apply them to your financial landscape. You will move forward toward a secure future, confident in your financial decisions. Most importantly, you will learn how to take back control of your finances.

In Stage 1 ACTIVATE: You are ready to take control of your finances, but you are not sure where (or how) to start. You want to eliminate the confusion and overwhelm, and you want a clear, concise path to follow. You want to feel confident about your financial decisions as move into a secure future.

In Stage 2 MOMENTUM: You are feeling more in control of your finances, you know your income and expenses, and your optimism is building. You also feel more confident in the direction you are heading because you have established a solid financial foundation and have prioritized your future financial goals in order of importance to you.

During Stage 3 SLAY: You know your numbers and you are excited about your future. You are dreaming bigger because you know the impact that taking control of your finances will have on you, and those most important to you. You may even be thinking about philanthropic causes that you can help support on a larger scale.

When you reach Stage 4 CONQUER: You have complete clarity with your overall financial landscape and recognize just how unique your financial journey is. You have financial confidence like never before as you know that you’re making the *right* decisions, and taking the *right* actions needed for a secure financial future.

Finally, in Stage 5 ELITE: You are feeling a sense of calm as you have done everything you can to ensure a financially secure future for yourself and those most important to you. You have created the legacy you have always dreamed of. Your finances are on autopilot, you reevaluate your financial goals as needed, or as life events take place, and you monitor your ongoing progress at least annually.

Best of all... you will experience
results that fit
"your" schedule...

As part of the Financial Success Society Membership, EVERY MONTH you will receive:

  • Themed Topics
  • Private Membership Hub
  • Latest Financial Insights
  • Mindset Coaching + Support
  • Live Q&A Sessions
  • Guides, Checklists and Resources

The Reference Guides, Templates, Checklists, Resources, Workbooks and Financial Insights available to our members are worth THOUSANDS


Hi, I'm Karen!

Managing finances and investing can be challenging, particularly for those with limited financial knowledge and experience. I can assist in these areas.

With my expertise in financial planning, investments, and life insurance, I'll help you develop a tailored strategy that suits your needs and your budget. That way, you can feel more confident about your financial future.

I held Advisor Series 7 and 63 Securities Licenses from NASD FINRA and have worked in the financial industry throughout my career, collaborating with the biggest insurance companies.

So, I'm not just some financial advisor spouting generic advice - I can relate to how it feels to have financial struggles since I have experienced them myself. That's why I'm dedicated to making sure you get the best advice and expertise possible.

Together, we'll discuss your goals and needs, and I'll provide tailored strategies that are designed to help you achieve them. My goal is to make sure you're well-equipped to make smart financial decisions for yourself - so you can feel secure about your future.

Just imagine the endless possibilities that could be yours!

Featured In...

Get a Sneak Peak!

The Financial Success Society Membership is exactly
what you need to feel confident about a secure financial future.

Take a look at what's inside in the video below!