About Us

We put numbers to your financial Story


Financial Story exposes you to new ideas and ways of thinking that you didn’t know you needed before. It’s mental and financial preparation, so that you can do the work you’ve been waiting to do.


We build the bridge between who you are today, and who you need to be in order to become that wealthy business owner tomorrow.

01. financial Freedom

Freedom is a scary thing for some people. What will you do with more time? Or what if you put a plan together then you fail?

We address these potential roadblocks and make sure you stay focused on your goals, not your fears. Our program holds you accountable, because we understand how easy it is to make excuses and put ourselves back on track to our old familiar comfort zones.

02. The Magic Formula

At Financial Story, we believe it is more responsible to leverage inner wisdom than to continue down a path that doesn’t resonate. We combine practical financial knowledge with intuitive thinking so that you can start getting what you truly want out of life.

03. The Price of Compromise

Most people don’t realize that when we choose to do something new, we have to make space in our life and that usually means giving something up. We put numbers to your dream business and give you a timeline that, with commitment, you can believe in.

Money is a mindset

The Fears We Don’t Face Become Our Limits.

Tell Us About You

1441 Main St. #150
Ramona, CA 92065