Invest in your financial future
Initial Session
$69
Perfect to get you started.
90-min video session
Wander Money Tracker
Wander Survey
Personalized plan
Ongoing Session
$99
Designed for continued support.
60-min video session
Tailored guidance
Session summary with notes
Personalized plan for follow-up
Coming Soon!
Financial and travel support - together!
Workshops on topics like debt payoff, investing and planning for our children's future!
Group coaching to learn and grow together!
The difference you’ll experience
"When I moved to the United States, I knew that someday, I would want to retire. But I didn't understand the financial system at all. Working with Suzy helped me create a financial plan to both provide travel opportunities for my kids now AND invest in my future!
Esperanza D.
Mom of 2 → Florida (Photo re-created to protect client anonymity)
Tailored approach
Every session is designed around your unique goals — no generic advice, only strategies that work for you.
Proven results
Clients have paid off debt, planned for life-changing family travel, invested for retirement and more!
Family centered
I know how important your family is to you. I am determined to help you create the financial legacy they deserve!
Ready to take the next step?