About
From Wall Street strategist to transformational wealth coach — Monica teaches founders how to build powerful businesses and rich lives.
Trusted by Entrepreneurs, Advisors and Visionaries
Monica is a financial strategist, bestselling author and upcoming TEDx speaker with over 30 years of experience helping high-achieving entrepreneurs turn money into momentum and build wealth without burnout. She’s the creator of the Financial BITES Method™, a practical 5-step system for mastering Business Budgeting, Investing, Taxes, Exit Strategy, and SOPs.
What I Believe About Wealth
Clarity Creates Power
You can’t grow what you can’t see. Financial clarity is where momentum begins — and the first step to taking back control.
Your Business Should Serve Your Life
You weren’t meant to burn out chasing success. Your systems and income should create freedom, not stress.
Structure Creates Freedom. Breath Brings You Back.
I believe strategy and nervous system wisdom belong in the same room. The balance between both? That’s real wealth.
Why I Do It
After decades in finance and entrepreneurship, I saw a pattern: ambitious people chasing success without structure — burning out, losing clarity, and disconnecting from the life they were working so hard to create. I’ve lived that story myself. Breathwork helped me come back to center, and building systems helped me stay there. I do this work because I believe wealth should feel aligned, empowering, and sustainable. My mission is to help you turn pressure into power, money into momentum, and business into something that supports your life — not the other way around.
The Wealth Brief
Weekly insights from Monica to help you lead with clarity, build wealth, and live well — delivered to your inbox
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