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A Live Experience for the
High-Achiever Who’s Done the Work and Knows There’s More

You’ve created success but it still feels like you’re stuck in struggle.

You’ve built the business. You’ve hit the income goals. Maybe you even have money in the bank. And yet…

  • You avoid looking at your finances
  • You feel like everyone else is somehow doing better
  • You’re stuck in a loop of second-guessing, over-giving, and under-receiving
  • You’re still operating from scarcity — even if you know better
  • You wonder why it still feels hard when it’s supposed to feel… free


Join me for my next event:

Register Here!

This is where identity meets money.

Next Level Rich is a transformational workshop that blends:

Shift from fear and avoidance into clarity, confidence, and abundance.

The deep mindset and embodiment work that shifts how you feel about money

The trusted expertise of a Certified Financial Planner™ who’s helped hundreds of people rewrite their financial reality

The practical psychology
of money and wealth behavior

                    

Join us live — and unlock the version of you who feels powerful in overflow.

 

Wednesday July 9th & Thursday 10th, 2025 at 10:00AM EST

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"Through this program I
am learning to create
more avenues for passive income to make more
time to be with my family and children.
It’s alchemy!"

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"Marni makes this really threatening and yucky concept of Money feel like a relationship worth cultivating and understanding. She’s also incredibly funny, and very open about her own life, it makes everything relatable."

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"I liked the combo of emotional content, skills / rational content - the size and commitment of the group, and the incorporation of visualization / habit formation together with goal setting."

In this live event, you’ll uncover:

Why lasting wealth still feels scarce — and the hidden patterns causing it

 


 

How your nervous system is unconsciously rejecting overflow

 


 

A powerful embodiment practice to step into your next-level self

 


The 5 money identities that keep high-achievers plateaued

 


 

Why “knowing what to do” isn’t enough if your identity doesn’t match

 


 

The path to feeling emotionally, energetically, and financially rich

 


Here's The Truth:


You’ve hit a wealth identity ceiling.

And strategy alone won’t break it.

To rise, you have to become the version of you who feels safe in overflow.

Join me for my next event!

Register Here!
The real root of financial anxiety (hint: it’s not a lack of discipline)
How to spot your subconscious money story—and the patterns it’s created
Practical mindset tools to shift from fear to flow
A guided Future Self visualization to help you anchor a new, empowered relationship with money
The difference between scarcity thinking and a truly abundant wealth identity

You are not behind.

You are not broken.

You’ve just never been taught the full truth about money—and now, you will be.

Your time is NOW. 

Join me for my next event:

Registration Now Open!

This is for the woman who:

  • Has done all the work — but still doesn’t feel “there”
  • Feels guilt or fear around money despite making good money
  • Finds herself comparing, doubting, or holding back
  • Is ready to feel safe holding more — without proving, hustling, or performing
  • Wants to finally feel wealthy on the inside and the outside. 

Step into the room where high-achievers unlock ease, wealth, and self-trust.

Register Here!

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"I’m less afraid to spend my money (I am a super saver) and I realize that abundance is always available. Being open to receive is key and leave fear behind as that closes you to abundance." 

 

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"I loved the financial literacy. I never really understood many of these concepts and now I have a better understanding of them. I also enjoyed the shift in perspective from a financial advisor who doesn’t use a lack and limitation mindset." 

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"It is very informative and inspiring. The small group also adds a very supportive environment and you all grow together. The financial literacy is done in a way that makes sense and is easy to understand."

Where Real Transformation Meets Real Financial Strategy

This isn’t just another mindset pep talk.

And it’s not just financial education.

This is a live, interactive experience — not a pre-recorded training you forget about in your inbox.

You’ll be learning in real time, with the energy, accountability, and momentum that only comes from being in the room with an expert and other like-minded, growth-focused women.

You’ll have the chance to ask questions, reflect in community, and get grounded guidance from someone who doesn’t just talk about money — but actually works in it every day.

This is not vague crumbs about “raising your vibe” or “just manifesting more.”

It’s a grounded, real-world approach to abundance and overflow — combining the psychology of money, nervous system awareness, and the deep identity work required to unlock your next level.

All taught by a Certified Financial Planner™ who has helped hundreds of women transform their relationship with money — inside and out.

(the secret to building lasting wealth)

Awareness

Gain understanding of why you believe what you believe about money.

Choice

From reaction to creation - what do you want to believe?

Transformation

Step into your most abundant future self and create wealth with ease. 

Through applying "The Act Framework", you will eliminate all the fears, low-self worth, negative outlook, and low vibrational thinking around your finances, once and for all!

They’re no longer living in overdraft—they’ve taken control of their cash flow.

They’re saving consistently and building lasting wealth, often for the first time.

Some have launched businesses, left unfulfilling jobs, or walked away from relationships that no longer serve their growth.

They feel ease and freedom around money—instead of fear, shame, or avoidance.

✔  They’re budgeting in a way that aligns with their values and goals—not restriction.

✔  And many are finally giving themselves permission to enjoy their money—treating themselves with intention and joy.

 

Every transformation is unique—because wealth and success should align with your personal journey, not someone else’s definition.


Through my work with the concept of the future self, you will feel hopeful, empowered, and truly excited about what’s possible for your financial future.

Register Here!


I’m a Certified Financial Planner with 31 years of experience guiding people toward true financial abundance.

I have expertise in all areas of financial planning from investment and retirement planning to credit, budgeting, and taxes.

But what truly sets my approach apart?

I go deeper. I don’t manage the symptoms of financial stress—I help you uncover and rewrite the root of it all: YOUR MONEY STORY.

Wanting more is natural.

And you are worthyof more.

 

Register Here!

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"Less guilt, shame and avoidance. More feeling of abundance and worthiness." 

 

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"Feeling confident that I am surrounded by abundance, have the tools to get get it, and don’t feel ashamed or guilty to try."

 

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"My favourite part was the one on one's with Marni because I felt they were tailored to my needs." 

 

Ready to feel rich on the inside and the outside? It starts here.

 Sunday May 25th, 2025 at 11:30AM - 1PM EST