Our signature course.
7 Days of financial strategies, personal stories, professional tips all tied up in feel-good, empowering videos.
Fast: One 7-minute video for 7 days paired with an-easy-to-understand workbook reinforcing the key points and strategies.
Easy: You also don't need to understand anything...I will help you with that. All you need to do is listen.
Fun: Trust me on this one. I will make sure you enjoy it. Plus, I am going to show you ways to save $$$ which is always fun.
The goal: to work toward becoming Future RICH!
I started my career on Wall Street working for Bloomberg and Credit Suisse in equity derivative algorithm sales. I found that I was helping friends and friends of friends with personal finance in my free time. Helping others gain confidence in personal finance became a passion so I underwent a career shift to focus on personal finance fulltime.
I received my CFP certification from NYU and now own a financial firm with two locations. My firm caters to clients from all financial backgrounds and ages. Between my time on Wall Street and my time on Main Street, I have the experience to provide a high level of expertise to my clients. Recently, I was ranked in the top 10% of female advisors for my broker-dealer in the country! In addition to one-on-one client meetings, I teach in-person classes and have taught over 2,000 students to date. Due to the overwhelmingly positive feedback from my classes, I am now providing financial literacy classes online to reach more students with the aim to bolster their confidence in personal finance.
"Working with Barbara and learning the Planancial strategies have given me financial control of my life again. It has honestly been a life changer for me!!had two credit cards, totaling at around $4,000. In a short three months, I was able to pay off ALL of my credit card debt through prioritization and her educational and inspiring words. I was even able to save money into my savings. I finally understand how to make payments on my student loans. My loans can be so overwhelming and restrictive and I finally felt like there was hope again. I was drowning in debt and anxious all the time, not understanding where to even begin. Barbara and the Planancial Rock Star strategies really simplified a complex concept for me. I recommend taking Barbara’s course and anything else she has to offer because it will change your life and give you hope again. Could not recommend working with Barbara more!"
- Katie, Occupational Therapist
"The Financial Rock Star course does an excellent job distilling super complicated topics into bite sized pieces of information. Specific examples are also covered in a worksheet, which I found helpful. Barbara is an engaging instructor and I got the sense she understands what it's like to be in my shoes. I especially loved how she is encouraging - sometimes financial topics bring up a lot of emotion (for me it was the topic on student loans!). But she confidently reassures you that you CAN tackle you financial goals and walks you through the "how"."
- Niki, Lawyer
"I had come to terms with the fact that I would just be struggling for a long time (thank you, grad school), but Planancial's classes allowed me to see the light at the end of the tunnel. It might actually be feasible to buy a starter home in the next few years AND travel to Europe. Now I have a plan to get me there."
- Sarah, Higher Education
"The Financial Rock Star course is excellent! Very informative and packed with helpful tips and tricks. Barbara does a great job of making the information easy to understand. I would definitely recommend taking the course to improve your financial situation!"
- Carolyn, R.N and mom to three cuties