Get to Know Us!



Annie had been viewed as a money expert by family and friends for many years before deciding to turn this hobby into a business. She has a special passion for working with couples on their shared financial goals. She volunteers her time teaching personal finance to high schoolers to help prepare our nations youth for adulthood. Annie and her husband live outside of Boston with their one year old daughter.



Holly loves helping women get on the right financial path to chase their dreams. Traveling has always been a passion and she has a knack for finding deals. Becoming a personal finance coach has allowed Holly to share these skills with the world. She has 3 little ones and two stepdaughters. Holly is also a student again as she is working on her MBA. She and her family live in Cedar Rapids, Iowa.