The Problem You’re Facing

Are you investing alongside your business? Maybe you’re too busy, too focused on your business, or too overwhelmed with family obligations.

Perhaps you've navigated a major life transition such as divorce, career change, loss, a new business, or a growing family. Is this the reason to finally take control of your finances?

Or, are you ignoring your finances out of fear?

When it comes to your personal finances, do you feel like your money is scattered, confusing and out of your control?

The reality is that the financial system wasn't designed with you in mind. 

  • We didn’t learn this in high school or college. 

  • Traditional advisors want clients who already have significant wealth. 

  • Generic advice focuses on budgeting, not building wealth.  

  • Robo-advisors lack nuance and human context.

You may feel like you don’t even have the time you'd need to figure it all out.

You’re not alone—and there is a way forward.

By 2030, women will hold unprecedented financial power. 

Will you be one of them?

Navigating a System That Wasn’t 

Built for Women—Together

After two decades working inside the system on Wall Street at JPMorgan, Citi and Fidelity, I saw a troubling pattern.

Successful women were building thriving businesses, yet remaining on the sidelines when it came to investing and building personal wealth.

The financial system was built by men, without women in mind. Most women, meanwhile, are busy running companies, raising children, caring for aging parents and carrying the mental load—often without the time or support to decode an opaque system that wasn’t designed for how we live or lead.

It’s time for a guide who understands this and knows how to navigate it.

BOOK A CALL

"Kelly takes the fear out of managing your money. You don't have to be a math wiz and you don't have to start the course with a plan. She understands the specific ways women are at a disadvantage when it comes to finances, and she's ready to tell you what to do about it. You will leave feeling empowered, unafraid of the future, and ready to make money."

Anna, Associate Vice President, 31

Why an Investment Industry Insider?

EXPLORE MEMBERSHIP

I don’t just teach investing—I live it. I actively manage my own portfolio, invest in women-owned businesses and back venture capital firms that prioritize women founders.

After 20 years navigating Wall Street across multiple firms and divisions, I now use that expertise to pull back the curtain for women entrepreneurs. 

I understand the system because I worked inside it, and today I teach women how to navigate it confidently as the landscape shifts in our favor.

I’m also featured in the upcoming book and documentary, Affluence, by bestselling author Greg Reid, which interviews business leaders on the meaning of affluence (releases in 2026).

Investing matters beyond your personal wealth. Your financial confidence creates ripple effects for your business, your daughters and future women entrepreneurs.

You're not just building wealth for yourself. You're part of the movement creating a more empowering financial landscape for all women.

The Largest Shift in Financial

Power for Women in History

By 2030, women will control 65% of investable assets in the biggest wealth transfer in history of $30 trillion. This creates unprecedented financial power for women. I speak about this shift on global stages, including the United Nations during General Assembly Week in New York.

I founded Personal Finance Warrior to teach women entrepreneurs how to invest wisely and own their financial power. When more women invest and build wealth, they can address critical gaps that have held women back for generations.

Women founders receive less than 20% of venture capital funding, and just 2% when led by an all-female executive team. Women's healthcare receives less than 5% of research funding. Fewer women invest than men—they've been trained to save, not grow wealth.

When more women invest, the entire landscape shifts. More women fund women founders. More capital flows to women's healthcare. More opportunities open for all women entrepreneurs.

Are you investing or on the sidelines?

This is your moment to step into your financial power. I’m here to guide you through it.

The 2030 Wealth Transfer:
The Largest Shift in Financial Power for Women in History →

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“When it comes to our money, women need strong, powerful, courageous, fired up. You turned me into a warrior right when I felt so weak Kelly! That’s your gift! Thank you!” 

Kim, Executive Coach, Divorced, 46

My Unique Approach

You’re looking for a trusted resource with experience and personal touch.

Here’s what I offer you. 

Pragmatic & Supportive Approach 

  • Not anti-system, pro-empowerment: “it is an opaque system, let’s learn to understand it and use it".

  • I’m a forward-thinking expert on the 2030 Wealth Shift for Women.

  • I acknowledge barriers yet focus on path forward.

  • I combine Wall Street sophistication with accessible teaching.

Down-to-Earth Relatability & Sensitivity    

  • Make complexity understandable

  • No shame, blame, or guilt

  • Meet people where they are

  • Patient teacher who enjoys the process

Through my Financial POWER Method, I teach you how to manage the money inside your business and how to invest alongside your business. 

Through my Personal Finance Warrior Monthly Membership and VIP Personal Coaching, you will learn how to manage your money, create a financial plan, build a money system, and make confident investment decisions. 

I guide women entrepreneurs to become investors in financial markets, often for the first time.

My clients shift from having money scattered across accounts they don't understand to having a clear financial system and growing wealth. 

They become active participants in their finances, developing the confidence to make wise decisions about their money, and to step into their full financial power.

EXPLORE MEMBERSHIP

  • "Before I worked with Kelly, I had been neglecting my finances. She encouraged me along the way and helped me step into my financial power! Kelly's combo of financial expertise and emotional intelligence make her the perfect coach and my financial future is brighter because I chose to work with her."

    — Kate, Vice President, Mom of one, 38

  • "Kelly is a wonderful speaker—thoughtful, compassionate, savvy and engaging. She was great at breaking each topic down in a clear, concise and captivating manner. If you're invested in empowering women, you should invite Kelly to speak at your company."

    — Kim, Engineer, Wistia

  • "Kelly's training motivated me not just to actively manage my finances, but to manage and build my personal wealth. She presents an easy to understand framework and brings a unique passion when discussing issues pertinent to empowering women. I highly recommend Kelly's training and joining the Personal Finance Warrior community!"

    — Sara, Product Manager, Mom of 1, 39

  • "Kelly takes the fear out of managing your money. You don't have to be a math wiz and you don't have to start with a plan. She understands the specific ways women are at a disadvantage when it comes to finances, and she's ready to tell you what to do about it."

    — Anna, AVP, 31

  • "Kelly led her Personal Finance Warrior Bootcamp at our office and addressed the concerns of a diverse audience, from executive assistants to managers. Everyone walked away inspired and empowered with great action items."

    — Mina, Commercial Real Estate Advisor, CBRE

  • "After my divorce, I had never looked at or paid attention to my assets or investments. Kelly helped me understand what I had where, guided me through the maze of financial options available to me, and designed a financial plan that worked for my lifestyle. Kelly set me up to be financially independent."

    — Kristine, Lawyer, Mom of Three, 52

  • "Kelly helped me clarify my financial vision and outline action steps I could take immediately. Even though there were aspects of my finances I was embarrassed to reveal, Kelly was compassionate and understanding, not the least bit judgmental. I felt empowered and inspired to take action."

    — Elizabeth, Manager, 34

  • "Going into the session, our members expressed emotions ranging from fear to confusion when it came to managing their personal finances. By the end of Kelly's interactive and engaging workshop, our members felt equipped and empowered to take control of their finances."

    — Rebecca, Director, Wayfair

  • "As a self-employed woman facing a divorce, I felt overwhelmed and unsure about my finances. After working with Kelly, I have a new sense of control and confidence. I now feel confident about where my money is, where it's going, and how to get to where I want to go."

    — Dr. Marcy, Pelvic Floor Physical Therapist & Business Owner

  • "With Kelly's guidance, I now have a more sophisticated financial management system that I can continue to build upon. I feel more empowered and have greater clarity about my financial future."

    — Tanya, Marketing VP, 39

  • "When it comes to our money, women need strong, powerful, courageous, fired up. You turned me into a warrior right when I felt so weak! That's your gift!"

    — Kim, Executive Coach, 46

  • "I've always inched toward working with a financial coach, but fear had gotten the best of me. Kelly's training was so empowering—she saw me for my potential and really believed in the financial life I can design. Kelly made me feel safe and I could be honest with her without being judged."

    — Lisa, Entrepreneur, 33

  • "Kelly has a backstory of financial desperation as a child, so she's not judgmental. She takes you where you're at and teaches about financial instruments available at any age or situation. Kelly is objective, inspiring with none of the guilt."

    — Rosemary, Publishing Business Owner, 48

  • "Kelly's training was valuable because the framework was practical with customized examples woven throughout. The Quizzes, Worksheets and Action Items each week really helped us to 'own' our financial identity and future plans."

    — Diana, Healthcare Manager, 36

Are you ready to own your financial power?

Subscribe for weekly investment insights and updates about webinars, live events, and new offerings.

You’ll instantly receive my “5 Wealth Building Steps for Woman Entrepreneurs” for free! 

Inside, you’ll get 5 simple, strategic steps to:
✔️Take control of your money
✔️ Understand your money story
✔️ Start investing and growing wealth with confidence
✔️Own your financial power

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VIP Personal Coaching

For entrepreneurs ready to turn income into lasting wealth in their business and personal life, personalized coaching gives you the strategy and support to make it happen.

  • For entrepreneurs ready to turn income into lasting wealth inside their business and in their personal life, with personalized coaching. 

    • Turn Your Business Money into Lasting Personal Wealth

    • Own the Money Inside Your Business and Build Your Personal Wealth 

    You’ll Receive:

    • Comprehensive PFW Wealth Builder Financial Plan

    • PFW Financial Power Method 

    • PFW Money Flow System [Business & Personal] 

    • PFW 10x Retirement System 

    • PFW Money Mindset Shift

    If you need dedicated support to build a comprehensive financial plan, my 90-day VIP Coaching Program provides one-on-one guidance tailored to your specific business and wealth-building goals.

    We'll create your Personal Finance Warrior Wealth Builder Plan for the next 12 months, design a customized Money Flow System that integrates your business and personal finances, and optimize your retirement strategy as an entrepreneur. The goal is to identify strategic opportunities to elevate your money mindset, scale your business, and invest for long-term wealth. 

    Kelly works with a select group of private clients for direct access to her expertise. Please book a call. 

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Join the Personal Finance Warrior Monthly Membership!

Women entrepreneurs come together for live masterclasses, Q&A sessions, and real-time community support to learn investing and build lasting wealth.

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