We’re helping every woman reach her money goals.
A letter from our founder
To all of the women who find themselves longing for more when it comes to their personal finances, their career, and their financial future - welcome. This place is for you.
I’m Dr. Annie Cole, Ed.D., and I founded Money Essentials for Women to be the one online space that women can turn to when they know they want to achieve big things financially, but they aren’t sure which steps to take (or in which order).
Money Essentials is the place I wish would have existed when I first started making good money as a Director of Research, and then landed my Vice President role. I remember thinking, “I’m making great money… should I start investing in real estate? Or should I talk to a wealth advisor? What else do I need to be focusing on?” I found myself in limbo, with no one to guide me on how to ‘do money’ as a high-income 30-something.
Maybe you’ve experienced a moment like this - a moment when you start to wonder, “What should my finances look like? Who can I talk to about my taxes, my investment accounts, my long-term financial plans?” If these are the questions you’re asking, then you’re ready for the resources and support that Money Essentials can provide to you.
Here’s How We Can Support You
Do-it-Yourself Financial Planning Tools
We’ll show you how to develop your own customized financial plan from the comfort of your own laptop!
How it Works: Download a copy of our Ultimate Personal Finance Tracking sheet, then follow along with our 2-hour video tutorial to set up each piece of your financial plan, from income and monthly spending to debt, investments, retirement, and more.
Done-With-You Financial Planning
Enjoy exclusive access to private 1:1 coaching and financial planning sessions with Dr. Annie Cole.
How it Works: This package includes four 1:1 sessions with Dr. Annie, including one financial audit session, one financial goal setting session, and two financial planning sessions. Complementary access to Annie’s book and planning template is included.
Connect with a Finance, Career, or Business Expert
Whether you’re looking for career coaching or tax help, we’ve got the expert for you.
How it Works: We’ve built out a directory of experts - from career and business coaches to financial planners - who can help guide and mentor you towards the specific goals you have identified. All of our experts offer complementary consultations.