Book A Personal Session With Tricia
The Personal 1:1 Session
Jumpstart Your Financial Journey with a One-on-One Personal Sessions with Tricia.
If you’re ready to take your financial planning to the next level, Tricia’s exclusive one-on-one sessions are designed just for you. In these personalized meetings, Tricia will work directly with you to establish and refine your financial goals. She’ll tailor her expert advice specifically to your needs, building a comprehensive strategy that aligns with your personal aspirations and lifestyle.
These sessions offer customized guidance and a unique opportunity to dive deep into your finances with a trusted advisor dedicated to your success. Whether you’re looking to overhaul your financial perspective or fine-tune your strategies, Tricia’s focused attention and expertise can accelerate your progress.
Sign up for a personal session today and transform your financial dreams into achievable realities.
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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.
