Planning your financial destiny is something that is so important but often neglected. According to Charles Schwab,  only 36% of all Americans have a written financial plan. If saving money for an emergency fund, loan repayment, trip to Bali or retirement is a priority, why aren’t we actively engaged in this process by having a financial plan??

Our picture was taken in 2016 in Queenstown, New Zealand. I was blessed to have two amazing parents who were very loving and supportive but they never really taught me about money or financial planning. With an extensive background and passion for economics and investing and as my boys are now adulting, developing an easy to follow financial planning roadmap for them was my inspiration in starting Raising Rockefeller.

Raising Rockefeller is membership based with group monthly meetings to develop your own basic financial plan.  We combine educational instruction and conversational Q & A with our financial planning portal.  The portal is called “Command Center” and it helps keep track of your short term and long term goals by syncing data in real time.  You just have to know how to login!

SIGN UP to be notified when we officially launch in January of 2025!