Morgana is a best-selling author of Design Your Wealth Mindset, creator of The Wealth Experience, and owner of a profitable professional services company. Her mission is to equip families and businesses with the education, resources, and support to make well informed confident financial decisions.
With multiple financial services licenses, a background in professional counseling, and two decades of experience in technology leadership, she brings a unique blend of skills to the table. This fusion of disciplines enables her to redefine the landscape of financial services, delivering innovative solutions that empower clients to navigate their wealth journey with confidence and clarity.
Businesses and families today seek a comprehensive approach to financial planning—one that goes beyond merely crafting a plan to ensuring its successful implementation and sustainability. It's not just about creating a roadmap; it's about equipping families with the education, resources, and support to make well-informed financial decisions and confidently adhere to their financial plans. We empower families and businesses to navigate their wealth journey with ease, fostering a sense of confidence and security every step of the way.
YOUR MONEY STORY
Money memories or our money stories are powerful determinants of our financial behaviors and attitudes. They shape how we spend, save, invest, and communicate about money. By understanding the origins and impacts of these stories, we can begin to take control of our financial lives, challenge negative beliefs, and develop healthier financial habits.
As a financial professional with an educational background in professional counseling, Morgana recognizes the importance of financial psychology in advising families and businesses. We can help build a more secure and fulfilling financial future by addressing money's practical and psychological aspects. Whether through self-reflection, education, or professional guidance, the journey to healthier financial behaviors begins with identifying and rewriting ones money story.
If you read my best-selling book, you know Tina's story is a testament to this transformative process. By identifying her money story with our discovery tools, she was able to break free from the patterns that held her back and build a healthier, more secure financial future. You can too. Get started with our free eBook What Is Your Money Story!
identify & rewrite your money story
Money stories are learned in childhood, often unconscious, passed down through generations, and are partial truths that impact our financial outcomes today and tomorrow. It makes sense to identify your money story, right? You can identify your Money Story with our industry-leading discovery tool.
Identify your money story to rewrite your money story! Our client discovery tool will give you practical, easy-to-understand tips you can implement immediately to make better decisions and build healthy habits. We even provide insightful questions for you to process and inspire conversations about money..
Design Your Wealth Mindset
You take your mindset every where you go. Be sure to bring a wealth mindset.
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