I’m Sumi, a financial coach with over a decade of experience helping people simplify complex systems, set clear goals, and build confidence with money. My background spans both education and business: I earned a degree in Psychology and a BA in Education, owned a franchise, and later spent 12+ years in the edtech industry training 300+ teachers worldwide, building customer success programs, and guiding people through systems that once felt overwhelming.

That’s where my passion for financial coaching comes in. Just like learning, money management is easier with the right guide. I help clients create practical, step-by-step plans for:

• Eliminating debt without shame or overwhelm

• Building budgets that actually work in real life

• Learning how to save consistently and invest wisely

• Creating long-term strategies to build wealth and financial freedom
  

I don’t believe in one-size-fits-all money plans. Every client I work with gets a personalized, judgment-free roadmap that fits their lifestyle, values, and goals.

At the heart of my work is a simple mission:
“As a mother of two daughters in their twenties and an immigrant myself, I understand how overwhelming money management can feel when no one has taught you the tools. My mission is to guide women, young adults, and immigrant families to gain clarity, confidence, and control over their finances so they can thrive with money and life.”