Simplify your finances for your move abroad

(save yourself precious time with someone who has been in your shoes!)

Hi! I’m Stefanie, a wife, mom, millionaire and financial independence advocate for women and families. I look forward to answering your financial and tactical questions about moving to beautiful Portugal!

Born and raised in Texas, my family and I have lived in both Singapore and Portugal.

My husband and I didn’t have a lot of information when we started planning our move to Portugal, so I hope to be guide and resource that has been there and done that for you and your family.

The best way to get personalised and direct support from me is to book a consultation through the Calendly scheduler below. You can also follow me on Instagram to confirm that I am indeed a real person or send me a DM to assess if we are a good fit!

From Texas to Singapore to Portugal…

we have learned the importance of having a clear and simple financial plan to seamlessly move abroad!

karen ning - consultant

WHERE DO I BEGIN? STEFANIE IS THE REAL DEAL AND ALWAYS FINDS A WAY TO SIMPLIFY AN INVESTMENT STRATEGY THAT WORKS FOR YOU!
Kristie york - real estate agent

I REALLY APPRECIATE HOW STEF USES HER OWN LIFE EXAMPLES IN HER TEACHINGS BECAUSE IT MAKES THE TOPIC RELATABLE INTERESTING AND EASY TO UNDERSTAND.
Ana Urena - Lawyer

STEF IS THE GOAT. LET ME TELL YOU WHY. I DID NOT REALISE HOW MUCH FINANCIAL ANXIETY I CARRIED FOR SO MANY YEARS UNTIL NOW I DO NOT CARRY IT ANY MORE. WITH STEF I WAS ABLE TO REACH A PLACE OF FINANCIAL CONFIDENCE THAT WAS ENTIRELY FOREIGN TO ME BEFORE.
Ale - stay at home mom

I found my 1:1 call with Stefanie very helpful. I'm currently in a position where my life can take two very different paths, but Stefanie helped me to see that regardless of the outcome, the first steps I have to take are the same for either path. Have those clear actionable items outlined was very helpful because I now feel I have a starting point, regardless of what path I end up on. Watching the videos in Module 1 and looking through the spreadsheets that are provided before our call was extremely beneficial as well. I've never felt I had a problem with money because I've always been good at saving and living within my means, but I now realize how much more I could be doing with my money, and how looking at real numbers and creating a budget will be very important moving forward. Thanks again, Stef!
Elizabeth lopez - virtual assistant

I had such a great session with Stefanie. Becoming more financially literate can feel daunting but she really makes it feel more achievable by breaking it down into smaller steps. She really opened my mind to new ways that I can take action in my career and to see that there’s a lot within my control right now to help get things moving in the right direction. I’m so excited and inspired to move forward with the amazing tools and knowledge provided by Stefanie.
VICKI G - analyst

My favorite thing about the 1:1 coaching session was that Stefanie was very focused on understanding my background, where I am at currently and what goals do I want to work towards. She helped me understand my numbers, what questions need to be asked to get clarity on some of my employer financial info, she helped my set up my Financial independence tracker and the WWIE sheets so my numbers are more accurate. I am inspired to take action by continuing my financial literacy and improve my money management/investment skills. Stefanie is knowledgeable and provides clear and concise guidance!
jennifer - entrepreneur

I invested $20,000 my first year after your coaching. I’ve also created multiple streams of revenue and have those linked to funnel into a high yield savings account that I opened up.