Money Is More Than a Number

Beyond the Bank Account: Rethinking Financial Wellness

Most people think financial wellness is about hitting a number. As a CPA and Financial Coach, I show audiences why that definition falls short. In Money Is More Than a Number, I reframe financial success as a plan that fits real life, so people can stop stressing about money and start using it to support the life they want. Your audience will leave with a clearer, kinder, and more practical way to think about their finances.

What your audience will take away:

• A new definition of financial success that isn’t tied to income or a bank balance

• Confidence that a financial plan can fit their real life, not someone else’s

• A simple way to start building a safety net before life forces the issue

• Insight into how their brain shapes their money decisions, and how to work with it

• A fresh view of money as a tool that supports their life, not the measure of it

About myself:

Cherie is a CPA and Financial Coach who helps busy professionals get clear on their money, build a plan that fits their life, and follow through on it. Using her signature CPA method (Clarity, Planning, Action), she turns financial confusion into a simple plan that doesn’t take over their time or their thoughts. She speaks to companies and organizations about financial wellness in a practical, relatable way, free of jargon. I’m based in Massachusetts and speak at events across the country, both in person and virtually.