Book a Session with Tricia

Personal 1:1 Session

This transformative 90-minute session will focus on bringing you into a calm space, reshaping your mindset, and developing a strategy and action plan we will work through together. Can be facilitated virtually or in-person.

Group Session

Group sessions are a powerful way to learn tools to manage stress and strategies to overcome money challenges and focus your financial mindset in private, calm setting

This 60-minute session

will include mindset, breathing techniques, and focus strategies as well as an action-plan for growth.

Tuesday at 6pm (Money Blocks Focused)

Thursdays at 12pm (Biblical Finance Focused)

(Exclusive sessions for Teams offered upon request)

Who is Tricia Daniel?

  • 3rd Generation Financial Speaker

  • MBA with over 25 years experience in Finance & Accounting

  • Wife, Mother, Bonus Mom of Blended family of 6 Boys

I know first hand what it’s like to have to start over. What it feels like to have my definition of ‘enough’ slap me in the face.

After my parents divorced at the age of three, I began my journey of being raised in two very diverse socio-economic households.

With 4 uniquely different parents in a blended family of 5 sisters, I observed and experienced the struggles of each demographic that my two different households lived in. This has provided me with a unique & diverse perspective of Money.

My father started taking my sister & I to breakfast every Saturday - a tradition we still keep to this day. Every Saturday, my father would teach us some type of financial literacy lesson drawing it out on a napkin. So I grew up thinking that discussion about managing money was common in every family.

It was not until after my divorce in 2007 and I became a single mother, that I realized the importance of all the lessons my father had taught me along with the realization not all women had this financial knowledge to stand on their own two feet.

Starting over again in 2013 as a single mother of two boys, I learned the importance of healing our money mindset when life changes.

It wasn’t until 2015 when I was laid off as an executive with no backup plan and depleted savings, that I learned the hard lessons of debt and the need for additional streams of passive income to ensure my money is working while I am sleeping.

It is why showing other women how they can become their own bank, eliminate their debt and build financial stability is my passion.

Now recently remarried with 4 bonus sons, I understand the importance of sharing my diverse financial knowledge with all of our 6 boys like my father did with me. Teaching generations about financial literacy to transform their family legacy has become my passion.