I provide clients with education, accountability and heart-centered coaching.
University of California, Irvine
I serve on the Board of Directors at Wisdom and Money, where wisdom practices meet wealth decisions. I am a founding member of the SER Community which aims to increase the number of Latines in financial planning. I serve on the steering crew of the Rad Planners Community, a group of activists and financial service professionals re-imagining an economic system that serves everyone.
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I love the income-based pricing model- that was originally what got our attention, it helped us stay within our budget. I did this coaching with my wife and it really helped us understand our money values separately and together so that we can reach some shared goals. I highly recommend!
I worked with Diana earlier this year because I needed some expert advice to help me reach an important financial goal and I am so thankful I had Diana by my side. Diana was attentive in listening to me, she met me where I was in my financial literacy and created a safe space for me to have vulnerable and difficult financial discussion. The frameworks that Diana works with are designed to break down complex financial topics into easy to understand information and the tools we used were a valuable starting point that I used to progress toward my goal. During the sessions, Diana asked good questions to zero in on what was important, and I appreciated her honesty and candor in coaching me through the challenges I was facing and my options. I also really appreciated that she gently emphasized accountability as part of her coaching. We ended each session with key takeaways, strategized on reasonable action items and steps for me to take before the next session, and she was supportive in checking in with me on those action items and was a great resource for me to lean on. During the whole experience, I always felt that Diana’s first priority was providing me the tools and the knowledge to achieve my goal, and she was a really great collaborator in getting me to where I wanted to go. She has cultivated a unique approach to financial coaching using her years of professional experience and I could not recommend her more!
I had an intro consult call with Diana where I brought a lot of things to discuss around my financial, career and life anxieties. In just one short session I laughed, I cried and I gained clarity around how to approach my relationship with debt and practices around how to approach making large, potentially life-alternating decisions. Diana was able to share some of her personal experience as an entrepreneur that really resonated with me and she made me feel very seen with regard to the challenges I’ve been facing as an entrepreneur. She is an active listener and really took the time to understand my mindset and provide recommendations for podcasts and books as well. If you’re looking for someone who can provide you a safe space to talk about vulnerable topics and provide actionable feedback Diana is the one!
Diana has a unique ability to bridge the gap between respectfulness and honesty, and to propose unique solutions for her clients’ unique financial and personal situations. I explained to her my perspective on my own situation, and she was quickly able to recommend realistic strategies that I could undertake right away to help resolve my issues. More importantly, she acknowledged that my situation was unique and that there wasn’t a one-size-fits-all solution, like the ones recommended in most of the financial advice I’ve gotten from various online blogs and articles. She takes the time to listen to her clients, and gives them a way out of their financial struggles without having them sacrifice any more of themselves for their money.
Diana continues to be so present, non-judgmental, passionate and sharp as a financial coach and advisor who sincerely cares how I feel within as I re-learn and reprogram subconscious beliefs around money, self-flourishing and healing. When a friend introduced me to Diana, I felt an internal “Aha” and ease that reassures me I can fully, safely express how I desire to disentangle uncertainties, anxieties and grief. I am releasing inhibitive, unhealthy beliefs related to receiving financial support, receiving and saving wealth, and asking for guidance from a trusted coach. I am increasingly making financially self-aware decisions and enjoy being accountable while also releasing embarrassment and self-judgment for needing & desiring to mature in my education and understanding of money over my life, both as energy and a conduit for being able to flourish and be present. With a sincerity of purpose to be living in service to others, Diana is so supportive to encourage her coaching clients, like myself, that by virtue of slowing down, reflecting and first wearing my financial oxygen-mask, I can fine-tune and create a life that feels authentic and financially intentional. With immense gratitude to Diana!
In only three sessions, Diana consolidated a debt repayment plan for me and helped relieve financial stress I’ve had for years. It’s the very first time I feel confident about having a executable plan to become more financialy educated and secure. I will definitely be coming back for another session at some poin!
Diana helped me plan for the future. She listened carefully to my goals, and, together, we assessed my assets–financial, personal, and spiritual. Out of that assessment grew a specific plan to guide me toward my goals for myself, for my relationships, and for my environment. Diana’s approach to financial planning is holistic, and is focused on overall well-being. She is patient and caring, but firm in keeping me on track. I’m extremely grateful I was able to benefit from her talent!
Diana was amazing! We had an amazing session on compassionate inquiry and really made me dig deep into the decisions and choices I have made. This session was something I long needed and I would 10 out of 10 recommend her to others.
Working with Diana has been one of the best financial decisions I have ever made. Her advice and guidance was kind, gentle, and effective. She listened to my needs and really understood where I was and how to help me. Many financial planners make you feel bad about yourself for not know more or doing better in the past. I never felt judge by Diana. She just stayed positive, focused, and helpful. I am enormously grateful for her wisdom and support and would recommend her to anyone. We all deserve this type of help.
Over 31 years as a small business entrepreneur and artist and Diana is a rarity. Her heart-center approach to money and finances is organic. Her calmness and care for helping you achieve your goals is felt in her expertise, credentials, and money tools. Diana is truly one of a kind as someone you can trust and learn from for a healthy understanding of your own personal or business money and gaining empowerment and success through her coaching support. She is organized and professional. I highly recommend you book a consult today to experience all the colors and heart Diana has to offer.
I was experiencing a huge amount of anxiety and confusion about my money. Even though I was tracking my spending, I still didn’t understand where the money was going and why I was so stressed about it. Diana helped me build a “bougette” based on my values and my income, and helped me stay present and calm while I looked at my options. She gave me some helpful guidelines for how to classify and allocate my spending, and set some expectations about how much I “should” be saving, giving me some freedom to spend on enjoying life in the here and now.
Diana is not only an amazing financial coach, but she’s a wonderful human, too. She provided me with the exact coaching I have been in need of for a long time. Diana doesn’t focus solely on the numbers, but also expands the conversation into the emotional side of money. She taught me how to self-navigate the negative money feelings I experience from time to time, and opened my eyes to a few of my deep-rooted money behaviors that I never fully understood myself. I appreciate her positive energy, style of coaching, and well-rounded financial expertise. As a Latina woman who grew up in a constant financial struggle, I’m really glad I found Diana. I would highly recommend her to any woman of color that needs to get on track financially. She will understand you, and most importantly, give you exactly what YOU need.
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