Wall of love for Women's Wealth Effect
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Emily
Stefanie is extremely knowledgeable and practical in her approach to FIRE/financial planning. I valued her open transparency with her own financial journey too. She really helps clients have options through their financial planning with detailed analysis that is thorough and inspiring!
Stefanie is extremely knowledgeable and practical in her approach to FIRE/financial planning. I valued her open transparency with her own financial journey too. She really helps clients have options through their financial planning with detailed analysis that is thorough and inspiring!
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Vicki
My favorite thing about the 1:1 coaching session was that Stefanie was very focused on understanding my background, where I am at currently and what goals do I want to work towards. She helped me understand my numbers, what questions need to be asked to get clarity on some of my employer financial info, she helped my set up my Financial independence tracker and the WWIE sheets so my numbers are more accurate.
I am inspired to take action by continuing my financial literacy and improve my money management/investment skills.
Stefanie is knowledgeable and provides clear and concise guidance!
My favorite thing about the 1:1 coaching session was that Stefanie was very focused on understanding my background, where I am at currently and what goals do I want to work towards. She helped me understand my numbers, what questions need to be asked to get clarity on some of my employer financial info, she helped my set up my Financial independence tracker and the WWIE sheets so my numbers are more accurate.
I am inspired to take action by continuing my financial literacy and improve my money management/investment skills.
Stefanie is knowledgeable and provides clear and concise guidance!
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Elizabeth Nino-Lopez
I had such a great session with Stefanie. Becoming more financially literate can feel daunting but she really makes it feel more achievable by breaking it down into smaller steps. She really opened my mind to new ways that I can take action in my career and to see that there’s a lot within my control right now to help get things moving in the right direction. I’m so excited and inspired to move forward with the amazing tools and knowledge provided by Stefanie.
I had such a great session with Stefanie. Becoming more financially literate can feel daunting but she really makes it feel more achievable by breaking it down into smaller steps. She really opened my mind to new ways that I can take action in my career and to see that there’s a lot within my control right now to help get things moving in the right direction. I’m so excited and inspired to move forward with the amazing tools and knowledge provided by Stefanie.
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Alejandra
I found my 1:1 call with Stefanie very helpful. I'm currently in a position where my life can take two very different paths, but Stefanie helped me to see that regardless of the outcome, the first steps I have to take are the same for either path. Have those clear actionable items outlined was very helpful because I now feel I have a starting point, regardless of what path I end up on. Watching the videos in Module 1 and looking through the spreadsheets that are provided before our call was extremely beneficial as well. I've never felt I had a problem with money because I've always been good at saving and living within my means, but I now realize how much more I could be doing with my money, and how looking at real numbers and creating a budget will be very important moving forward. Thanks again, Stef!
I found my 1:1 call with Stefanie very helpful. I'm currently in a position where my life can take two very different paths, but Stefanie helped me to see that regardless of the outcome, the first steps I have to take are the same for either path. Have those clear actionable items outlined was very helpful because I now feel I have a starting point, regardless of what path I end up on. Watching the videos in Module 1 and looking through the spreadsheets that are provided before our call was extremely beneficial as well. I've never felt I had a problem with money because I've always been good at saving and living within my means, but I now realize how much more I could be doing with my money, and how looking at real numbers and creating a budget will be very important moving forward. Thanks again, Stef!
Ariana Gil
Founder, AG Consulting Group
I loved the opportunity for thought partnership with someone I respect and admire, and who has done what I am trying to do. Stefanie is a wealth of knowledge and immediately useful resources. Even in one short conversation she helped untangle my thinking, orient my direction, and lift my spirits. This road can feel long and lonely without the right people around you. Thanks Stef!
I loved the opportunity for thought partnership with someone I respect and admire, and who has done what I am trying to do. Stefanie is a wealth of knowledge and immediately useful resources. Even in one short conversation she helped untangle my thinking, orient my direction, and lift my spirits. This road can feel long and lonely without the right people around you. Thanks Stef!
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Tania Rios
I wasn't sure what to expect and wanted to keep my hopes low for the meeting. I was afraid of wanting too much from it. I left feeling motivated, happy, and energized to continue to improve my financial and career path. I will absolutely meet with you (Stefanie) again. I love the most that you (Stefanie) were empowering without being overwhelming.
I wasn't sure what to expect and wanted to keep my hopes low for the meeting. I was afraid of wanting too much from it. I left feeling motivated, happy, and energized to continue to improve my financial and career path. I will absolutely meet with you (Stefanie) again. I love the most that you (Stefanie) were empowering without being overwhelming.
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Cam
I appreciated Stefanie's perspective and insight on my financial situation.
Julie Smith
My 1:1 call was great! Stefanie came prepared and provided me with actionable steps and some things for me to research and consider as I move forward. She also offered to connect me with resources and people that she felt would be a good fit.
My 1:1 call was great! Stefanie came prepared and provided me with actionable steps and some things for me to research and consider as I move forward. She also offered to connect me with resources and people that she felt would be a good fit.
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Sandra Lucia Diaz
LUCIA DIAZ LLC
It was such a healing experience to be vunerable and supported! I am completly recommend attending a session if your looking for a safe place! :)
It was such a healing experience to be vunerable and supported! I am completly recommend attending a session if your looking for a safe place! :)
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Desi
Dell :)
I love it, thanks.
Still need to figure out where to open an account for investments outside of the pension plan. Also, usually most returns I've seen are 4%, not 6%....
I love it, thanks.
Still need to figure out where to open an account for investments outside of the pension plan. Also, usually most returns I've seen are 4%, not 6%....
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Lyric Nash
The teaching was clear and great. Better understanding of investing and how it can help me to be independent financially.
The teaching was clear and great. Better understanding of investing and how it can help me to be independent financially.
LM
Lauren Madden
My favorite part about the course was starting with journal prompts. It really helped to center my mind before diving into the numbers. I am inspired to take action with my money by allocating it differently and investing more. I loved how the videos were short and to the point and the spreadsheets were linked right below. It was very well organized and made it so much easier for me.
My favorite part about the course was starting with journal prompts. It really helped to center my mind before diving into the numbers. I am inspired to take action with my money by allocating it differently and investing more. I loved how the videos were short and to the point and the spreadsheets were linked right below. It was very well organized and made it so much easier for me.
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Rose Mary Velasquez
Love the session so far! I really appreciated the IDP template that has a completed example and tabs to help fill out the different sections. I am feeling more motivated to step into the driver seat of my career!
Love the session so far! I really appreciated the IDP template that has a completed example and tabs to help fill out the different sections. I am feeling more motivated to step into the driver seat of my career!
Stephany Domingos
Human Resources Manager
My favorite thing is just how much information Stephanie provides but also how she sparks my thinking. So many different options come to mind or new ways of thinking come from just one webinar. My world has opened from managing my finances, and now my next career moves.
My favorite thing is just how much information Stephanie provides but also how she sparks my thinking. So many different options come to mind or new ways of thinking come from just one webinar. My world has opened from managing my finances, and now my next career moves.
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Cynthia O
My favorite thing about the session was learning about an IDP and how to map it properly. It's easy to just have your plans in your head but mapping it out involves discipline and Stefanie explained how to do it, steps to take and also shared a template to help us do it properly.
My favorite thing about the session was learning about an IDP and how to map it properly. It's easy to just have your plans in your head but mapping it out involves discipline and Stefanie explained how to do it, steps to take and also shared a template to help us do it properly.
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Sandra Diaz
I discovered a valuable aspect of enhancing my personal development plan through Stefanie's guidance. While I had a similar plan during my time at Amazon, Stefanie delves into greater detail, offering insights that have become my tool I can use.
I discovered a valuable aspect of enhancing my personal development plan through Stefanie's guidance. While I had a similar plan during my time at Amazon, Stefanie delves into greater detail, offering insights that have become my tool I can use.
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Denise Garduno
My favorite thing about Level Up Your Career and Income Class is the power of applying for that role! That you may not get the one you got but it may result in a new role that will change the role of your career. Take away, just apply!
My favorite thing about Level Up Your Career and Income Class is the power of applying for that role! That you may not get the one you got but it may result in a new role that will change the role of your career. Take away, just apply!
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Monica
My favorite thing about the Level up your Career & Income was really digesting all parts of the IDP from a different perspective. Clarification of how to use this document effectively to make career moves/changes is something I plan to keep in my personal growth toolkit.
My favorite thing about the Level up your Career & Income was really digesting all parts of the IDP from a different perspective. Clarification of how to use this document effectively to make career moves/changes is something I plan to keep in my personal growth toolkit.