2020 showed how important it is to be financially prepared and resilient. If you are looking to transform your money mindset, improve your financial knowledge, and learn to grow your money, then look no further. I can help! I will be your teacher, ally, and trusted partner, as we work on improving your financial health.
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Investing in your own financial knowledge is the best investment you can make.
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Financial literacy can be life changing for both employers and employees. Studies have shown that organizations that offer financial wellness programs to their workforce have increased productivity, retention rates, and higher employee participation rates in retirement plans.
Our bespoke Financial Wellness & Lunch-and-Learn Series can be tailored to the specific goals of your audience.
CORPORATE WELLNESS PROGRAMS
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Our workshops are designed for different audiences and can be tailored to all age groups, ranging from children, to teenagers, and adults. They are intended to be fun, accessible, and educational!
Bespoke Financial Education Workshops
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Our signature program for US, UK, & Irish citizens, focuses on holistically transforming your personal finances. It consists of Six 90-minute, one-on-one sessions, where we deep-dive into your finances, whilst covering in detail the most important pillars to achieve financial wellness. Sessions are spread out during a 3-month period to allow time for implementation. Because of the in-depth nature of the program, spaces are limited, so please reach out as soon as possible if you have interest.
Financial Success Roadmap Coaching
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1-hour sessions tailored to your specific needs & goals, such as life transitions, money mindset, and improving your personal financial health. It is a One-on-One session of empowerment focused on helping you gain clarity on a particular topic and move forward with a quick action plan. Based on experience, a minimum booking of 2-hours is highly recommended.
Money Mentor Sessions
WORK WITH ME TO ACHIEVE FINANCIAL WELLNESS
SIGNATURE SERVICES
As a NFEC-Certified Financial Educator (CFEI) and coach, with over 21 years of experience in the global financial markets, I not only understand the dynamics of personal finance and financial wellness, but also the mechanics necessary to engage an audience and empower them for positive transformation.
So, if you are looking for a speaker at your next event, why not consider a presenter who can focus on topics of financial empowerment, smart money management, money mindset, investing for success, and other themes surrounding financial wellness?
Please note, that as a bilingual educator and coach, I am able to offer speaking engagements in both English and Spanish.
SPEAKING ENGAGEMENTS
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An 8-week step-by-step program to help you develop the mindset of welcoming money into your life, get control of your financial health, and learn how to invest.
financial course
Make Your Money Grow
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Yewande Faloyin
“Working with Anna has been a game-changer! Given her decades of experience, I knew she would tick the boxes in terms of providing knowledge, professionalism, and mentorship. What was a pleasant surprise was the boxes ticked in areas I hadn’t even realised I needed or wanted. Anna really helped me get the clarity I’ve been seeking in my finances for a long time. She partnered with me to i) truly understand the mindsets driving my current financial structure ii) create a personalised way for how I think about and create my financial health goals, and iii) track clear, simple data points to keep my finances on track. The result: I feel super energised and majorly in control of my finances. Thank you, Anna! I could not recommend you enough!“
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Claudia Berghouse
"Anna is a fantastic mentor both personally and professionally. She brings a significant amount of experience, coupled with a high level of compassion and is one of the most emotionally intelligent people I know. This brings a lot of positivity to our sessions but also importantly, key action items for me to take away. When I was contemplating undergoing an MBA, Anna was one of my most trusted advisors to guide me through this decision and really encouraged me to come up with a budget (including various ways to finance the education) and also motivated me to perform a cost/benefit analysis, as well as an expected pay-off analysis. The guidance she was able to provide through our sessions was incredibly valuable and has given me a new perspective on how I view my finances.”
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Iqbal Hussein
"Anna has the rare ability to impart her wisdom on financial affairs to mere mortals in digestible conformation... and she does so meticulously, professionally and with flair and enthusiasm!"
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Karina Claudio
"Anna offers personalized financial advice that targets the client’s specific needs. She makes sure that she understands the client’s needs and wants every step of the way and is able to draw from her years of professional and personal experience in the world of finance to provide the best possible advice. Anna pours her heart into everything she does!"
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Adriana Maestas
"I have learned so much about taking control of my finances from Anna of Wear Your Money Crown. She has a fantastic perspective from her long and successful career in finance and passion for helping others succeed, and helped me to set important goals, with easy-to-digest and manageable strategies to achieve them. Thank you, Anna!"
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Montserrat Bravo
"Every day we make financial decisions, some without even realizing it. To take full responsibility and make informed decisions, we need education. This is what Wear Your Money Crown offers: empowerment and ownership. And to me, the fact that it is led by a woman is not only inspiring but gives me a very unique perspective."
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Leila Akbarian Pirnia
"Brilliant and sensible money advice from financial expert Anna Orenstein. Anna offers timely and relevant personal finance recommendations that help everyone achieve their personal finance goals. Plus, she's fun to work with and she puts her heart and soul into her work. Thank you, Anna!"
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MARK, LONDON
"Anna held me accountable to focus on my financial future. Thanks to her patience and guidance, I started to invest in a pension and am looking forward to a more secure future.”
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Jo Ingram
"Anna helped me evaluate my finances and opened my eyes to a long-term strategy that I had been missing. Her warm and pragmatic approach, combined with phenomenal financial knowledge meant that I was able to take actionable steps to invest for my future. I feel immense relief that I'm doing the best I can for my family's
financial security - I wish I'd done this sooner!"
Thank you Anna!
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