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Meet Kelly
The Sassy CFO
about
Wealth Management & Financial Empowerment for Women
Let’s get one thing out in the open before we dive into my story and how I can help you: Managing money doesn’t have to be hard or stressful.
But it also doesn’t have to come naturally.
If you’re like me, you may have avoided managing your personal finances because you didn’t think you were “good at money” or felt like it was your husband or partner’s job to take care of the finances.
Here’s what I want you to know – You can’t leave your financial future (or present) up to anyone else. You need to know what’s going on with your money now, and what you’re doing with your money for the future.
And if you’re wondering, “Why should I listen to you, Mrs. Sassy CFO?” That’s a great question!
While earning my business degree at The University of Colorado, I worked for MAC cosmetics. I graduated and entered the corporate world, while continuing my accounting education. I got so tired of dealing with the ridiculous patriarchy in my job that I got my esthetics license – while continuing to work in accounting – because I just needed a break from all the men. I ended up missing the world of finance and returned – determined to work my way up the ladder doing what I love.
Now I’m a full-time CFO of a fairly large conglomerate, and I’m even more dedicated to helping other women find their way to the C-suite and become confident with their own money.
Money is what I know. But it still took me years to develop the confidence and knowledge of personal finance to feel like I could manage our family’s money! I want to help you skip those years of uncertainty and start feeling empowered to know what’s going on with your personal budget now!
Hi, I’m Kelly!
Mom, wife, CFO, and your new financial confidant
When I’m Not Managing Money, You’ll Find Me...
Reading a good book
redecorating my house (again) because I love interior design
Enjoying the outdoors with my family
Manifesting Is Not a Retirement Plan
let's start learning
You need the knowledge, skills, and advice to make smart money choices and feel in control of your finances!
I Believe
You deserve to enjoy life now and save for retirement
I Believe
Women should be in charge of their money
I Believe
Investing and building wealth can be fun... and it’s critically important
When I became a CFO, I was thrown into a room of almost all men. Every meeting, every conference table, every happy hour – it was me and a bunch of guys. For the first time, I got to hear how they spoke about things like money… and holy shit it was different.
They confidently discussed their portfolios – comparing returns and ROI like they were sports stats.
They spent – without guilt – on things that were important to them.
They talked about money openly and often – never avoiding the topic or changing the subject when finances came up.
They were confident to look the part – and never felt shame about spending money on keeping up their appearance.
This peek behind the curtain got me fired up to bring my financial knowledge, tools, and advice to women just like you! Why should men be the only ones having these conversations? Why shouldn’t women be just as confident discussing their investments and knowing the line-items in their family’s budgets?
The men I was surrounded with wore their spending and showed off their signs of wealth like a damn badge of honor. But the truth is that they are worse investors than women. And when it comes to charitable giving? Women are more generous and give more often.
Women are better at money.
And that’s when The Sassy CFO was born.
You’ve got a lot on your plate – work, home, kids, friends, relationships – which is why I’m all about making finances simple, easy-to-understand, and accessible. We’re not dumbing things down, we’re making it all concise and straightforward, so money management can fit into your schedule and become a natural part of your life!
