Hi, I’m Nancy. I help people like you build clarity and confidence with their money.
Most of us were never taught how money actually works. Not in school. Not at home. And not through systems designed to make things difficult to understand.
Instead, we learned through financial pressures, observation, and doing what we had to do to get by. As adults, we're often left wondering, "Am I doing the right things?". This often shows up as uncertainty in how we're earning, saving, and investing.
I'm here to help bridge that gap, from uncertainty to confidence.
I’m a first-generation Latina professional with 10+ years of experience in the financial services industry. I began my career at a large multinational bank where I often saw how people were pushed into financial products they didn’t need, and rarely were they given real education on their financial options.
That experience changed how I saw money and the industry around it. What became clear across my roles in financial services is this:
Access to financial knowledge is uneven, and the people who need it most are often the least prioritized.
How I can help you
As an independent financial coach, I support people who are ready to better understand their finances, regardless of where they’re starting from. I help replace guesswork with clarity so you can make informed financial decisions that align with your real life.
How I got here
I help people build understanding, confidence, and financial habits they can sustain over time.
What you can expect working with me:
No income minimums or thresholds
A judgment-free space, regardless of your financial history
Clear financial education and explanations, not investment advice
No financial products to sell or promote
No shortcuts or “get rich quick” promises
If you’re ready to understand your finances and make changes that align with the life you’re building, you’re in the right place.
Guiding Principles
As a first-generation Latina, my lived experience navigating the financial system without a roadmap informs both my passion for financial literacy and the principles that guide my financial coaching.
ACCESS
Everyone deserves clear and practical tools to understand and manage their money.
DIGNITY
Your income, background, or past decisions do not determine your worth. Money is a tool, not a moral measure.
CULTURAL AWARENESS
Money behaviors are learned. Guilt, overspending, restriction, or feeling behind are patterns that can be understood and changed.
INTENTIONAL GROWTH
Sustainable financial stability is built through effort, consistency, and follow-through.
VALUES-ALIGNED MONEY
Money communicates priorities. Being intentional about how you use and spend your money gives you the freedom to choose how you participate in the economy, even when the options aren’t perfect.
