Meet Meghan Mitchell

Hi, I am Your Financial Ally

Welcome to my website. Here, you can learn more about me and how I can help you achieve your financial goals and dreams. I’m so glad you’re here. You’re about to discover how to elevate your financial life. Without compromising your values, lifestyle, or happiness.

Who Am I and Why Should You Trust Me?

I’m a financial advisor, a successful entrepreneur, and an avid investor. I have over 4 years of experience. I’ve helped thousands of people like you create and grow profitable

businesses. I’ve also helped them save and invest for the future. And I’ve helped them enjoy a balanced and fulfilling life.

But I wasn’t always this successful. In fact, I started from scratch, with nothing but a suitcase and a dream.

Let me tell you my story.

In 2019, I moved to the US from Brazil, looking for a new life and a new opportunity. I had no credit history, no income, and no guidance in the US. I had to face many

challenges and obstacles along the way.

But I didn’t give up. I worked hard, learned fast, and hustled smart. I took the first job I could find and became an expert at it. I took the next job as an opportunity to learn all about small business finance. I also wanted to connect with awesome entrepreneurs and small business allies. I learned from successful investors and entrepreneurs. I explored different strategies and markets in the US. I read, studied, and researched everything I could.

And it paid off.

I now have a house that’s worth double what it was when I bought it, I kicked debt to the curb and I have all the protections in place to make sure that I will not lose it all to the unexpected.

And I did it all in 4 years.

Yes, you read that right. In just 4 years, I went from zero to hero in the US. I built a thriving business. I also built a loyal and happy client base. Additionally, I built a solid and diversified investment portfolio. I achieved financial freedom, personal growth, and professional fulfillment.

And I want to help you do the same.

What Makes Me Different and Better Than the Rest?

I’m not your typical financial advisor. I don’t believe in cookie-cutter solutions, boring lectures, or risky gambles. I don’t follow conventional advice. It often leads to mediocre results, frustration, and disappointment.

I believe in customized and practical guidance. I also believe in interactive and engaging learning. Finally, I believe in fun and empowering experiences. I believe in challenging the status quo. I also expose myths and limitations. I offer alternative and innovative solutions. I believe in helping you achieve your financial goals and dreams. At the same time, I believe in staying true to yourself and enjoying the journey.

  1. Customized and practical guidance tailored to your unique situation and needs:

    • I will help you better navigate the number of things available to you, such as different types of accounts, investments, and insurance products. I will help you choose the ones that suit your goals and risk tolerance.

  2. Interactive and engaging learning that helps you understand and apply financial concepts and strategies:

    • I will help you gain a better understanding and confidence in your financial security. I will explain the financial principles and best practices that will help you make smart decisions and avoid costly mistakes.

  3. Fun and empowering experiences that motivate you to take action and celebrate your progress:

    • I will help you feel more secure having a different view of your finances. I will show you how your money can work for you, not against you. I will help you track your performance and reward your achievements.

  4. Challenging the status quo and exposing myths and limitations that hold you back from achieving your full potential:

    • I will help you overcome your fear or dislike of making financial decisions. I will challenge you to think outside the box and explore new possibilities. I will expose the myths and limitations that keep you from reaching your goals.

  5. Alternative and innovative solutions that help you overcome challenges and seize opportunities:

    • I will help you with income management and cash flow optimization. I will help you create a budget that works for you, reduce your expenses, increase your income, and save more money.

  6. Helping you achieve your financial goals and dreams while staying true to yourself and enjoying the journey

    • I will help you with outside guidance to plan for retirement, start investing, set up an annuity, or any other financial goal you have. I will help you create a realistic and achievable plan that aligns with your values and lifestyle. I will help you stay on track and adjust your plan as needed.

How Can I Help You and What Can You Expect From Me?

I work with you to understand your financial situation, needs, and goals. I create a personalized financial plan that matches your vision, lifestyle, and values. I show you how to implement your plan and track your progress. I also provide you with ongoing support, feedback, and accountability.

  • Honesty and integrity. I tell you the truth, even if it’s hard to hear. I don’t sugarcoat or oversell anything. I don’t make promises I can’t keep. I always put your best interest first.

  • Expertise and authority. I know what I’m talking about, because I’ve been there and done that. I have the achievements and the success stories to back it up. I don’t just talk the talk, I walk the walk.

  • Passion and enthusiasm. I love what I do, and I do what I love. I’m excited and motivated by helping you succeed. I’m always looking for new ways to improve and innovate. I’m always ready and willing to share and teach.

  • Empathy and compassion. I care about you, not just your money. I listen to you, not just talk to you. I understand your pain points, challenges, and goals. I respect your opinions, preferences, and decisions. I celebrate your wins, and support you through your losses.

If You’re Ready to Become Financially Independent, Committed to Your Soul Purpose, and Confident in Your Financial Foundation.

Then let’s work together and create your financial freedom.

As your Financial Advisor and Friend:

  • I will help you make more money, save more money, and invest smarter.

  • I won’t compromise your values, lifestyle, or happiness.

  • I will help you achieve your financial goals and dreams.

  • I will help you stay true to yourself and enjoy the journey.

  • I will help you transform your financials, your business and your life in general, for the better.

Are you ready to take your financial life to the next level?

Then let’s schedule a call and get started today!