Welcome to Your Journey in Investing

Investment Coaching for Beginners

Your first step toward financial freedom starts here

Taking your first steps into investing can feel overwhelming — but you don’t have to do it alone. This coaching program is designed to help beginners build confidence with money management and investing basics. Together, we’ll explore key concepts like budgeting, saving, risk awareness, and long-term wealth-building strategies. You’ll leave with a clear, personalized action plan and the knowledge to make informed financial decisions with confidence.

Meet the Coach

I’m Jae, a financial coach who’s all about helping people take the guesswork and fear out of building wealth. In my early 30s, I hit a moment of truth: I realized I couldn’t work my way to financial freedom. The future I wanted for myself—and my family—wasn’t going to happen by accident. So I got intentional. I set bold money goals (even the ones that felt a little wild), sought out mentors and advisors, took courses, joined investment clubs, and learned how to make my money grow instead of letting it sit still.

Somewhere along the way, a real passion—okay, maybe even an obsession—was born. I started sharing what I was learning, and that’s when I noticed something unsettling: so many smart, capable people believed investing “wasn’t for them.” They’d been told wealth-building was for “other people.” They didn’t understand the concepts, didn’t feel confident enough to ask questions, and definitely didn’t want to make mistakes alone.

So I made it my mission to change that.

My background in psychology and coaching shapes everything I do. I know that learning anything new—especially money—requires safety, support, and clear, simple steps. I believe people thrive when they’re guided, not judged. When they’re encouraged, not overwhelmed. And when the strategy they’re following actually feels doable in real life.

That’s the kind of environment I create. I teach investing in a way that’s digestible and practical, while walking with you as you apply what you learn and achieve your financial goals. Nothing lights me up more than watching someone who thought “I could never do this” start achieving the goals they once only dreamed about.

If you're ready to start building wealth—at your pace, with support—you’re in the right place. You don’t have to know everything. You don’t have to have started years ago. You just have to start.

And I’m here to walk with you every step of the way.

Let’s do this. You’ve got this.

Explore what we offer

Financial Coaching Package

Financial Confidence Starts Here — Personalized Coaching for Real Results
With Lotus Financial Coaching, you’ll work one-on-one with a dedicated coach to take control of your money and build a plan that fits your life. Packages start with a minimum of 4 sessions and can be customized to include as many sessions as you need for your goals. You’ll gain clarity around your finances, set achievable goals, and create a strategy for lasting stability and growth.

Your coaching package can go far beyond brokerage investing. Together, we can explore retirement accounts, college savings plans, life insurance, HSAs, 401(k)s, and more—helping you understand how each piece fits into your bigger financial picture. Each session is tailored to your needs, combining education, strategy, and practical action steps so you can make confident decisions about your financial future.

Private Coaching Membership

Investing Made Personal — With Guidance You Can Trust
With a Lotus Private Coaching Membership, you’ll receive personalized, one-on-one support to confidently build your investing knowledge and portfolio. Your coach will meet you where you are—no jargon, no pressure—just clear, practical guidance tailored to your goals. Together, you’ll cover essential investing principles, develop a step-by-step strategy, and gain the confidence to make informed decisions. This membership gives you consistent mentorship, accountability, and tools to help you grow as an investor at your own pace.

Learn more

Questions?

Have questions before getting started? Let’s chat! Book a free consultation to talk through your goals, get your questions answered, and find out which coaching option is the best fit for you. No pressure—just a relaxed conversation to help you feel confident about your next step.

Schedule a Free Consultation