I am

Empowering You to Rewrite Your Story, Claim Your Freedom and Start Living Your Dream Life!

Through personalized coaching, we’ll clear blocks, transform limiting beliefs, and create a life of freedom, confidence, and joy tailored just for you. Let’s have some fun!

I have extensive financial and transformational experience

years working in
the financial industry

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certifications
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Goal of clients
to empower
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My goal…

Supporting individuals to unlock their full potential by combining practical strategies with enthusiastic, personalized guidance cultivating lasting transformation that celebrates each person’s unique journey toward fulfillment, freedom, enjoyment, and the achievement of their goals.

Personalized Coaching

Strategic Goal Setting

Overcoming Limiting Beliefs

Cultivating a Growth Mindset

Wealth Building and Debt Management

Increasing Financial IQ

My Programs…

Discover the Ideal Program to Achieve Your Goals

Let me guide you to take charge of your life, chart a clear path to attain your goals, and build a strong foundation for living your dreams—whether it be through mastering your finances or embracing personal transformation.

This program makes managing your money enjoyable and empowering — we’ll create clear, achievable steps, build positive habits, and boost your confidence so you can manifest and crush your financial goals while having fun along the way.

This program supports you through life’s biggest changes and challenges — whether you’re chasing new possibilities or navigating the unexpected. Together, we’ll clear what’s holding you back, create empowering strategies, and help you step boldly into your next chapter with clarity, confidence, and excitement for what’s ahead.

Reasons to Choose Me...

Why I'm Your Trusted Guide to Success!

I believe that my unique blend of experience, expertise, and approach makes me the ideal partner on your journey.

Personalized Approach

I customize every coaching experience to fit your unique goals, challenges, and life circumstances — providing guidance that feels aligned, meaningful, and tailored just for you.

Holistic Perspective

We look at the full picture of your life — finances, mindset, and personal goals — to create a well-rounded strategy that supports your growth and success on every level.

Supportive Environment

I create a welcoming, supportive space where you can openly share your challenges, fears, and wins without judgment — because real progress starts with feeling safe and understood.

Transformational Impact

My coaching is designed to spark personal growth, shift limiting beliefs, and help you build a life of freedom, confidence, and joy — aligned with your values and dreams.

Recommended Books…

Cassandra’s Top Book Picks

A curated list of inspiring books to boost your financial confidence, shift your mindset, and support your personal growth journey.

Rich Dad Poor Dad

Financial

Braving the Wilderness by Brene Brown

Personal Growth

The universe has your back by Gabrielle Bernstein

Spiritual

Certifications…

Certified to Guide You

In addition to being a Certified Public Accountant (CPA), Certified in Financial Forensics (CFF) and Certified Fraud Examiner (CFE), here are more certifications:

Frequently Asked Questions . . .

Your Questions, Answered

If you’re curious about our coaching style or the experience of working with us, this section offers helpful answers to guide you along the way.

  • How can I get started with your services?
  • How do you handle confidentiality?
  • How do you customize coaching for individual needs?
  • How is coaching different from therapy or financial advising?

Answer to the Question

Getting started is easy! Simply book a free call, and we’ll chat about your goals, challenges, and how coaching can support you. From there, we’ll choose the program that fits you best and map out your next steps.

Answer to the Question

Your trust means everything to me. Anything you share during our sessions stays completely confidential and will never be shared without your explicit permission. This is a safe, private space for your growth.

Answer to the Question

I take the time to understand you… your unique goals, challenges, and lifestyle, then tailor each session and strategy to fit your personal journey and what matters most to you. Everyone is different and there is no one size fits all coaching.

Answer to the Question

Coaching focuses on where you are now and where you want to go, offering guidance, tools, and accountability to help you reach your goals. Unlike therapy, it doesn’t diagnose or treat mental health issues, and unlike financial advising, it empowers you to build your own financial habits and decisions rather than managing your money for you.

Answer to the Question

Getting started is easy! Simply book a free call, and we’ll chat about your goals, challenges, and how coaching can support you. From there, we’ll choose the program that fits you best and map out your next steps.

Answer to the Question

Your trust means everything to me. Anything you share during our sessions stays completely confidential and will never be shared without your explicit permission. This is a safe, private space for your growth.

Answer to the Question

I take the time to understand you… your unique goals, challenges, and lifestyle, then tailor each session and strategy to fit your personal journey and what matters most to you. Everyone is different and there is no one size fits all coaching.

Answer to the Question

Coaching focuses on where you are now and where you want to go, offering guidance, tools, and accountability to help you reach your goals. Unlike therapy, it doesn’t diagnose or treat mental health issues, and unlike financial advising, it empowers you to build your own financial habits and decisions rather than managing your money for you.

Latest Blogs . . .

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