Unlock Wealth

Drop the overwhelm and secure the financial confidence you need to grow wealth

Create your unique version of financial security WITHOUT a Financial Advisor

If you want to

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Navigate your financial future with ease and assurance
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Finally let go of the fear and uncertainty surrounding money
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Embrace a mindset of financial empowerment
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Gain the knowledge and skills to build wealth
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Have peace of mind that you are in control of your finances
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Achieve your financial goals with confidence

...then this may be the most important page you'll ever read.

Here's why.

I'm about to give you...

...the "framework" to create your own financial strategy without compromising your unique priorities!

Having been in the finance industry for over 15 years, I know it can feel like an intimidating space, and often it doesn't allow for individuality or femininity.

But the truth is, there is no Golden Ticket.

Growing wealth is not a one-size-fits-all.

Your individuality is needed to design the best financial strategy for you.

INTRODUCING

Unlock Wealth

Create your unique version of financial security WITHOUT feeling judged or intimidated.

How it works

Pillar 1: The Pattern

Break through your money pattern to make more aligned financial decisions

Stop allowing your MONEY PATTERN to distract your financial decisions.

Simple efficient methods to identify your individual money PATTERN
See clearly how your MONEY PATTERNS affect your everyday financial decisions
The most effective tools to re-write your MONEY PATTERN

By the end of this module, you will have a clear understanding of your MONEY PATTERN and understand how to lessen its impact on your financial decisions.

Pillar 4: The Love

Establish financial boundaries in your relationships without sparking conflict.

Pillar 2: The Destination

Unleash your investment confidence and craft your personal money destination blueprint.

Drop the investment imposter syndrome and build a savings strategy of your own.

A step-by-step guide to calculate your net worth and set a path to your unique financial DESTINATION
Break through the myth that you can’t understand investing
Build your individual framework for savings and growing wealth that matches your values

By the end of this module, you will have a clear understanding of investment methods and created a savings strategy that aligns with your values.

Pillar 3: The Stress

Master your spending habits without stress, fear, or judgement and create a budget that makes sense for you.

Create a budget you can actually live by, without restrictions.

Learn how to look at your spending without fear, guilt, STRESS or overwhelm
Create a budget that matches your priorities and does not feel restrictive
Become a conscious spender and build a sustainable, healthy mindset with money

By the end of this module, you will have a budget you can live by and a healthy relationship with spending.

Stop sacrificing your finances in your relationships because you're too afraid to talk.

Break through the discomfort of talking about money with your partner
Protect your finances in your relationship without seeming selfish
Methods to navigate conflicting spending habits without compromising your relationship

By the end of this module, you should have a clear sense of your boundaries with money and feel confident expressing your financial needs in your relationships.

Pillar 5: The Voice

Become fluent in financial terminology and discover your money voice.

Build your money confidence by finding your money voice.

Become comfortable with ALL the finance jargon, ask a judgment-free professional
Remove the fear from salary negotiations and discussions with financial advisors
Develop confidence talking about money in ALL of life’s situations

By the end of this module, you will be able to confidently speak about money.

Most financial advisors will charge $1,500 - $3,000 for a financial plan that might not align with your values. Save yourself the cash and the judgment by unlocking wealth yourself.

Your Investment: USD $495

I'm ready! Let's go!

I'M YOUR HOST, Karen Stephen, C.A.

Seasoned CFO (Chief Financial Officer), with over 12 years experience helping CEO's and leadership teams decipher their financials and grow their business.

I created this collective to serve female founders because I believe in your business.

"Karen is a rare combination of professionalism, knowledge based on a solid background, and a kind, supportive person, who deeply understands the challenges CEOs and business owners are facing."

"Karen helped my startup get clear on our cashflow, created a complex projected income database in accordance with investor’s needs, and helped advise us in innumerable ways."