Make work a choice, not a necessity.
A 5-session 1-on-1 mentorship program focused on financial control, investment strategy, and designing a path to financial independence using your current income.
Who this is for
You earn well but lack clarity on where your money goes
You have savings or investments but no clear direction
You want to leverage your income toward financial freedom
You want to understand finances, automate decisions, and achieve work-optional status
“You don't need a finance degree to build wealth. You just need clarity, structure, and a plan that fits your life.”
The Five Sessions
Financial Baseline
Map your complete financial picture — income, expenses, assets, debts.
Goal Setting
Define your work-optional number and timeline with quantified targets.
Investment Strategy
Build a personalized investment approach aligned with your risk tolerance.
Automation Setup
Create automated systems so your money works without constant attention.
Final Plan
Deliver your personalized roadmap to financial independence.
Investment
Regular rate: $800. Limited to 3 mentees.
Includes five 1-hour sessions, personalized templates, and ongoing resources.
Apply NowWhat You'll Walk Away With
Financial Clarity
A complete financial life overview with quantified goals.
Automated Strategy
Personalized savings strategy and automated investment portfolio.
Work-Optional Path
A clear, personalized pathway to work-optional status.
“Because finances were such a big black box, I was behaving and deciding out of fear... This helped me be more confident in money decisions.”
— Fiorella W, Beta Participant
How It Works
Apply & screening call
Kickoff session
Five-week sprint
Final plan delivery
FAQ
Ready to make work optional?
You've worked hard for your money. It's time to make sure your money is working hard for you.
Not ready yet? Check out free financial content on TikTok @tanyaisms