• Heart

    Healthy heart engagement - your emotions, purpose, and values are aligned with your money goals.

  • Mind

    Healthy mind function – thoughtful money decisions and behavior guide your money management.

  • Time

    Healthy time allocation – simple, efficient systems keep you in control of your money and connected to your long term goals.

Meet your coaches

Irene Kelly

Irene, an entrepreneur and financial professional, is passionate about empowering others to take control of their finances. She is the Financial Education and Community Engagement Manager at Women’s Economic Ventures. She focuses on developing and providing financial trainings in English and Spanish. Irene is an advocate for diversity, equity, and inclusion in financial literacy . 

Her experience includes working as an investment advisor, impact investing fund manager and yoga teacher. She is the co-founder of a wellness podcast in Spanish, Cafecito a tu Salud.

Sharon Cox

Sharon, entrepreneur and financial professional for over 30 years, founded The Money Dance as a resource for women to transform their money lives. Her practice featured private and small group money coaching, interactive workshops, and speaking engagements.

Her experience includes serving as a financial planner, socially responsible investment advisor, small business consultant, and national conference manager. She is an award-winning speaker and author of material published by the National Endowment for Financial Education.

Let’s prioritize your financial needs and achieve the money life you want.