About Fanny: Holistic Financial Guidance by Invitation
My journey—from tax auditor to holistic financial advisor and coach—has taught me that prosperity is about more than numbers. It’s about clarity, compassion, and aligning every step with your deepest values and your vision for life.
As a bilingual Financial Advisor, Holistic Coach, and Mortgage Agent, I help individuals and families discover financial clarity, inner calm, and empowerment in their decisions. My approach is rooted in deep listening, tailored strategies, and respect for your unique story—offered in both English and Spanish.
The best results come from authentic connection and mutual fit. That’s why I work with a small number of clients at a time, and only when there’s true resonance. If you feel drawn to my approach, I warmly invite you to reach out and start a conversation.
My Commitment to You
- Presence, integrity, and transparency in every interaction.
- Compassionate guidance—honoring your unique story and needs.
- Holistic strategies for mindful, sustainable financial well-being.
- An invitation-based practice, so our work is always built on real connection and mutual respect.
Why “Guidance by Invitation”?
Over years of guiding others, I’ve found the most meaningful work happens when both client and guide feel a natural connection. I focus on serving those truly ready for holistic support. That’s why I invite you to start with a conversation—no obligation, just openness—to see if we’re a great fit.
(Curious? My “invitation” philosophy is inspired by Human Design, but always rooted in genuine human connection.)