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Verdi Advising was founded on the belief that everyone, regardless of their background, should be able to live a financially full and free life.

This core belief runs through our values statements, our coaching and consulting processes, and our social impact activities.

 
 

Mission

Taking the overwhelm and fear out of your finances and equipping you with the knowledge to make it joyful and secure.

Vision

To live in a world where money is not gendered, where children are taught about money from an early age, where productive conversations about money are the norm, and where adults are skilled, knowledgeable and confident in their abilities to reach their financial goals. 

Values

Our core beliefs set the foundation for who we are & how we interact with money, ourselves and others.

 
 
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REFRAME

I will work with you to:

  • Inject positivity into your financial hesitations and resistances.

  • Get clear on what you want from your finances.

  • Frame your financial processes through the lens of those desires.

 
 
 
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EMPOWER

I will help you: 

  • Feel secure in your knowledge and skills around your finances.

  • Leverage your finances to get what you need.

  • Build autonomy into your financial systems.

 
 
 
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SUPPORT

I will work with you to:

  • Cultivate a trusting relationship for working through your finances.

  • Design your unique toolkit for financial flow.

  • Develop an understanding of key financial processes.

 
 
 
 
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Pro Bono Client Work

We seek to level the playing field in financial literacy by holding pro bono spots open for members of communities underserved by the financial industry, specifically women, transgender, and non-binary people of color.  

If you are interested in joining the waitlist to become a pro bono client, please reach out to Caroline at caroline@verdiadvising.com