Work, Optional is a 5-session 1-on-1 mentorship program to help you gain control over your finances, build your investing strategy, and design your path to financial freedom using the income you already earn.
This mentorship is for you if:
You make good money but still feel unsure where it’s all going.
You’ve been saving or investing, but without a clear strategy.
You want to use your 9-to-5 to fund freedom, but not stay trapped by it.
You’re ready to finally understand your numbers, automate smart decisions, and know exactly what it takes to make work optional.
-> You don’t need a finance degree to build wealth. You just need clarity, structure, and a plan that fits your life.
Founding Rate: $495 total (Regular rate: $800)
Includes five 1-hour sessions, personalized templates, and ongoing resources between sessions.
Limited to 3 mentees for this founding round.
👉🏾 Apply Now
A clear view of your entire financial life, and quantified goals
A personalized savings strategy and investment portfolio that's funded automatically based on your goals.
Your exact path to reach work-optional status without spreadsheets taking over your life
“Because [finances] were such a big black box, I was behaving and deciding out of fear rather than being optimistic about the future. This helped me be more confident in money decisions, and even take risks because the basics are covered ” — Fiorella W, Beta Participant
Apply here and we'll schedule a short 15 minute call → Let's make sure we're a good fit for each other!
Kick-off session → We understand your financial baseline together.
Six-week sprint → Four additional sessions across six weeks with homework and async check-ins.
Walk away with your Work, Optional plan → A complete, personalized financial system that's automated and that you can maintain confidently.
Do I need to be great with money to join?
Nope. You just need to be earning and ready to get organized. I’ll guide you through everything step-by-step!
Do we talk about specific investments?
Sort of! We’ll cover every aspect of investing so you know exactly how to put your money to work. I can't make specific recommendations for exactly what you should invest in, but I'll walk you through how to make the decisions and give you all the tools necessary to make this decision easy and stress-free.
How much time does it take?
Five 1-hour sessions over about six weeks, plus 1-3 hours of homework between sessions. This tends to be heavier for sessions 1-3, and much lighter for sessions 4 and 5.
What if I’m not sure I can afford it right now?
Book an intro session, and see if you think the value is there! We can also work together on payment plans if that makes sense.
You’ve worked hard for your money.
It’s time to make sure your money is working hard for you.
Not ready for this investment? I offer free financial content on TikTok through @tanyaisms. Learn about my portfolio, what to look for when buying index funds, and how I started investing!
