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Financial teachings rooted in culture, values, and the belief that our community deserves dignity and abundance.
Latest Blog Posts
9 Tools for a Latino Economic Revolution
Let Go of These Myths to Build Wealth
7 Money Myths Latinos Need to Stop Believing
7 Money Myths Latinos Need to Stop Believing Let Go of These Myths to Build Wealth I have years of…
Knowledge Alone Won’t Build Wealth: Work on Your Mindset
Knowledge Alone Won’t Build Wealth: Work on Your Mindset Knowledge Isn’t Necessarily Power My daughter recently introduced me to Affirmation…
More Blog Posts
No One is Self-Made: Your Circle of Support is the Missing Piece in Your Financial Plan
Back in the early 1990s, I was going through a divorce. I’d lost everything and was starting all over again. I had two little girls and I needed help. So the first person in what I like to call my “circle of support” was my mom. She’d help me watch the girls when I needed to work or help me take them to the doctor. She was critical to helping me get everything up and running with my businesses. Every time I put my circle of support together, I ask myself: “For me to be successful, who is always there helping me out? Who is the backbone for everything that I do?”
Planning for the 6 Life Disasters: Protecting Your Future with Corazón
I once had a client who came to me and had $30,000 of credit card debt on different cards with interest rates ranging from 15 to 24 percent. She’d been stuck in this debt cycle for years—trying to pay it down but getting nowhere.
The Wealth Confidence Budget: How to Finally Understand Where Your Money Is Going (and Take Back Control)
I had a client once who was unknowingly spending $4,000 a month on Starbucks. She worked in downtown Los Angeles and there was a Starbucks in the lobby of her office building. She’d grab herself a coffee and sweet treat before heading up to work. She was spending thousands a year doing this.
The Club Sandwich Generation: 5 Steps to Take Care of Yourself So You Can Take Care of Others
I recently saw a meme that was a screenshot of a person’s phone home screen. All of the notifications were requests for money. Within 10 minutes, this person was asked to give $755 to friends and family. The caption on the picture was, “Who’s getting help first and why?”
Every year, I’m reminded of something I’ve seen over and over—not just in my clients’ finances, but in their lives: Gratitude compounds. Gratitude creates clarity. And gratitude builds wealth in ways dollars alone never can.