Let’s Work Together

If you’re ready to make the big changes in your life but don’t know where to start, you’re in the right place. Let’s work together!

Customer reviews

What People Say?

I think the biggest difference the financial accountability made for me was creating a safe space where I can come and talk about concerns and barriers we face as people of color. Since I started my road to debt freedom at the beginning of the pandemic, I was able to pay off my car in full before the new year, which was roughly $8,000! I’m also at my midway point of being consumer debt free, which I am super excited about! She is really great at providing support and helping others to realize their potential financially! When I first started the journey and looking at my debt it honestly seemed impossible but by using the debt snowball method and breaking it down into manageable steps, it’s definitely doable! Thanks for being a great friend and a part of my support system.

Ajee B.

In my childhood most conversations about money were either skirted under the table or relegated to the men in the family. The main thing that I was taught was to save, save, save in case of emergency, but I was never taught how to make my money work for me. Working a non-profit job that doesn’t pay a 6 figure salary made me believe that I would never be able to own a home or pay off my student debt. I was working from a scarcity mindset, but Evie helped me shift my perspective on money. She helped me feel empowered to seek out the information I needed to become more financially responsible and ultimately, independent. Thanks to Evie’s guidance, I was able to find resources and research that made me realize that investing isn’t just for rich white men with trust funds. So in the last week of December I created an annual budget that made me confident that I could increase my 403b contributions by 4 times and I did it.

Marsela R.

As a first generation woman of color, Evie understands first-hand the intergenerational struggles facing underrepresented communities in the world of finance. Evie brings a unique, holistic approach to financial advocacy through her personalized approach to these issues. She takes the time to get to know you on a personal level in order to tailor a sustainable, financial approach that best meets your short and long-term goals. Her caring personality and easygoing nature takes the stress out of the financial equation and makes planning for your future a more manageable process. Since starting Evie’s financial plan, I have paid off a large majority of my consumer debt and I’m on track to finish paying it all off by the end of this year; something I thought was never possible in this timeframe. I have also started planning for my mother’s financial future and retirement which is something I take great pride in as a daughter of Mexican immigrants. Most significantly, Evie truly celebrates your financial success and overall well-being as her own. She wants to see you thrive and succeed not only in finance but beyond. I highly recommend her services if you are seeking an understanding, knowledgeable, and meaningful approach to financial advocacy.

Perla M.