About ME
Hey! I'm Smara!
So excited to see you here!
I am a trained financial coach and a little bit of a money nerd I'll admit it.
My conviction is that when it comes to money, it's all about finding the right balance between saving/investing for future and spending on what brings joy. Also that being on the same page financially as a couple is KEY to happiness and feeling of accomplishment.
I grew up abroad and moved to the US in 2013 with my husband. It's only after several years together that we realized we had to be more intentional with our money and started defining our rich life and a plan to get there. It's been a continuous learning journey with some (many!) mistakes along the way and I decided I wanted to help others use money as a tool to live their best life while avoiding some of the mistakes we made.
I am bilingual (French/English), hold a Master in Psychology, am a mom of 3 and love hiking, traveling and spending time with my loved ones.
I am NOT a financial advisor and as such, do not manage asset portfolios, provide investment advice or sell financial products.
Think of Financial Coaching as a fitness coach applied to finances. I am here to help you define your goals and make a plan to achieve them while providing accountability, guidance and cheering along the way.
I specialize in helping people identify and achieve their life goals by attacking their financial challenges and spending on what they value. I take great pride in the progress and success of my clients, and look forward to helping you.
Current Offering
Free Q&A call
Your Money Plan Session
Your Money Plan Session
This 30 minute call will allow us to narrow down your goals an whether or not I am the right person to help you achieve them. Whether you are an individual or a couple, whether you are currently struggling with debts or want to achieve financial independence, I may be able to help.
This is a free, no commitment, session.
Your Money Plan Session
Your Money Plan Session
Your Money Plan Session
Step 1: schedule your session!
Step 2: complete your money prep
Step 3: I review your money prep and come up with options and recommendations
Step 4: We meet (2 hours) to build a plan that you are excited about and empowered to implement so that you can use money as a tool to live the life you want
Merging Lifes Program
Your Money Plan Session
Merging Lifes Program
Celebrate a couple —whether it's yours or a loved one’s—with a unique and impactful gift that sets them on the path to financial harmony and success!
- Tailored Financial Integration: A customized plan to seamlessly blend finances and build a strong foundation together.
- Personal Finance Essentials: Equip both partners with the knowledge and confidence to navigate their financial journey as a team.
- Current Financial Snapshot: A detailed analysis of their existing financial situation to start on the right foot.
- Shared Vision & Goals: Help the couple define their mutual goals and create a unified vision for their financial future.
- Goal-Oriented Action Plan: Develop a clear and joyful strategy to achieve their financial dreams together.