In Just 6 Weeks, Take Control of Your Time, Money, & Retirement Readiness The CEO of My LifeTime™ program helps you get clear on your walk-away number, retirement timeline and life strategy, so you can confidently plan for early retirement, a work-optional life, or simply more freedom. Because you can’t build a life you love if you don’t know where you’re headed. 👉 Book Your Free Strategy Call

Be honest—does this sound like you? You're doing all the "right" things, but still feel behind. You earn good money, but with rising costs, mortgage, college, and aging parents, you’re still unsure if you’ll have enough to retire or when that might even be possible. You’ve saved and invested, but still don’t have a clear picture of your walk-away number or what your withdrawal strategy should be. You’re wondering what’s next and how to protect what you’ve built without burning out or second-guessing every move. Samir K. (Age 46, New Jersey) ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ Diane helped me shift from ‘I think I’m okay’ to I know exactly what I need to do next. This is what I wish I had 10 years ago. Antonio G. (Age 50, California) ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ I didn’t think personal finance could feel calming. Diane’s approach takes the pressure off and gives me a plan. Julie R. (Age 38, Sacramento, CA) ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ As a busy mom, I’ve never related to a finance channel more. Diane gets it. No fluff—just smart, doable advice. You don’t need hype. You need clarity. You’ve spent years putting others first. Now it’s time to make sure your future is just as secure. You’re not chasing get-rich-quick. You want financial peace of mind and a plan you can trust. You’ve seen the generic advice. What you want is real strategy—clear, direct, and data-backed. ☎ If This Sounds Like You, Book a Free Call You’re not alone. I’ve been there. I’ve spent 15 years advising private equity giants like BlackRock, Blackstone, and KKR, and top organizations like the World Bank and IMF mobilize billion-dollar funds, but my own finances still felt messy. The standard advice—retirement calculators, vague savings targets, and generic checklists—didn’t work. I realized how easy it is, even for smart and capable people to feel financially stuck. Because money isn’t just about math. It affects our health, our relationships, and our peace of mind. Why I Care So Much About This I didn’t start this work because I loved spreadsheets. I started because I wanted options. After my MBA, I landed a $250,000 corporate job. On paper, it was everything I’d worked for. Behind the scenes? Toxic culture, constant pressure, zero fulfillment. Then I was let go in just 20 minutes. No warning. No goodbye. All I could think about was my 1 year old daughter. That moment made it crystal clear: I never wanted a job or anyone else to control my family’s future again. That’s what pulled me into personal finance. Not for the numbers, but for the freedom behind them. Because when you understand your money, you start making confident decisions. You start building a life that truly fits you. A personal system for clarity, purpose, and the freedom to choose. That’s what I’ve built, and now I help others do the same. In 2023, I launched my YouTube channel to make personal finance clear and actionable, especially for busy professionals and working parents. I took everything I learned from 15+ years in finance and consulting, and created a system to help people: ✅ Clarify our freedom number – Know how much is enough to make work optional. ✅ Build a personalized money roadmap –Know where your money is going, and why. ✅ Gain confidence in your next move – Whether you want to retire, change careers, or take a break, you’ll have a plan built around your life.

Today, I coach individuals and run financial workshops for Fortune 100 companies, helping people build wealth with clarity, confidence, and purpose. I studied Economics at UC Berkeley, earned a Master’s from Harvard, and completed my MBA at Columbia Business School with a focus on strategy and investing. I’m also a Certified Financial Coach through AFCPE and hold CFA Institute’s Certificate in Sustainable Investing. 👉 Book Your Free Strategy Call

What people I’ve helped are saying … Michael T. (Age 52, Denver CO) ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ Diane’s breakdown on retirement numbers was the first time I felt like I actually understood what I need to walk away from work confidently. Gloria A. (45, Portland, Oregon) ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ Working with Diane helped me gain clarity about our retirement plans. It's not that I never worry, but I feel equipped to handle financial challenges that come our way. Jack M. (67, Falls Church, Virginia) ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ Diane is knowledgeable about retirement and planning, and I trust her advice. She’s been able to make complex money decisions easier. 📆 Book Your Free Strategy Call Investment & Guarantee 🚀 6-Week CEO of My LifeTime Program For purpose-driven professionals ready to take control of their money and design a life with clarity, confidence, and long-term vision. 🎯 Make confident money, life, and career decisions without second-guessing 🎯 Build your life-money strategy using proven frameworks I’ve used with high-net-worth individuals and top firms 🎯 Map your full work-optional roadmap covering lifestyle costs, retirement, and legacy goals 🎯 Get weekly 1-on-1 coaching sessions with direct accountability 🎯 Create systems that support freedom, not just more hustle 6-week program starting at $1,997 To provide real attention and results, I only work with a handful of partners at a time. And of course, there’s a 100% money-back guarantee if you’re not satisfied. FAQs What if I don’t want to retire yet? What will I get here that my financial advisor doesn’t provide? What if I’m not “good with money”? Will this work for me if I have kids, debt, or a messy financial picture? Will I walk away with tools or just ideas? You’ve done the hard work. Now let’s build a plan that works for you. 📆 Book Your Free Strategy Call