Individual Clients
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Débora O.C.
"I used to put so much blame on myself and my family of origin for not knowing how to manage my resources and finances. Working with rita supported the transformation of that perception. We talked about how systems of oppression play a part in the financial miseducation. She helped me to really see the beliefs and behavior patterns that were getting me stuck in a cycle of blame and helplessness, and supported me with so much care and compassion. Our sessions are deeply grounding and our time together has been extremely healing not only to myself but to my entire lineage. I highly recommend rita's services and classes. Be ready to be amazed!"
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Amy H.
“rita has been incredibly supportive with me as she gently pushed me to honor the vision of abundance (beyond economics) that I strive for while also reminding me of the very practical considerations I should keep in mind. rita created a space where I could be honest and peel away at the many loaded layers in my relationship with money so I could get right with my finances.”
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Anthony L.
“rita is one of the greatest coach I've ever worked with! The way she's able to hold space for me to show up authentically has completely transform my fear around finance into faith into my own ability to create a future that I can look forward to. In the short time we've worked together, I was able to gain clarity of my vision, boost my savings, and gave purpose to my financial health. This was one of the biggest factors that limited me from living fully and she helped me overcome one of the biggest challenge in my entire life!”
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Diana G.
“rita is just wonderful. It was great working with her. She was able to help me figure out how to best strategize my goals. She is so understanding and takes the time to fully help you organize your thoughts and ideas. I highly recommend her.”
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Tiffany T.
“rita is such a great listener and question-asker. She takes the time to address the root of my relationship with money and navigates the conversations smoothly. She never shames me about my current mindset with money, but instead opens up my curiosity to ask ‘Well, if I had a choice, how would I handle my money/that money situation?’ It's a blessing to work with rita. Moving forward, I feel confident in navigating my relationship with money and LEARNING not avoiding.”
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Leah D.
“rita is a gem! My life is so busy and I needed an extra boost in motivation and support to continue chipping away at my goals. rita helped me get more clear on how to sort through my thoughts and emotions that were slowing me down. Her gentle approach and gracious inquisitiveness undeniably assisted in propelling me forward! Anyone that has the opportunity to be coached by rita can be assured they are being blessed with a lifelong gift.”
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Frida C.H.
“I really enjoyed my financial coaching session with rita! Not only did I learn I have more options to invest my money than I thought, but it was fun and energizing!”
Organizational Clients
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CSU Monterey Bay TRIO SSS Programs
“rita has been an amazing ally in providing meaningful financial literacy to our first gen, low-income TRIO students. Her sessions are welcoming, fun, and packed with great info, and she herself is approachable and knowledgeable. She adapts her content in ways that really speak to our students' experiences and allow them space to bring their full selves into their learning.”
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UC Berkeley
•“It was a safe space to voice out our feelings about money. So much knowledge from rita and from others in the session. Thank you!”
•”The music, framing, disclaimers at the beginning we’re all very thoughtful and empowering and much appreciated.”
•“I really appreciated the tailored content and space to address challenges of being a POC in the workplace.”
— Workshop Participants (UC Berkeley, 2020 NOW Conference) -
Greenhouse
•“rita's wisdom on the differences, struggles, and recommendations of financial stability as a BIPOC provides support and validation. It's great to know this community exists as a resource when we are so often excluded from societal ones.”
•“rita's financial empowerment series literally exceeded any expectations I (or our ERG leadership team) had when starting off our planning conversations. rita was able to move us through a reflective yet transformational process where we were able to look at the money messages we've learned from our communities, experiences and families, and leave with a holistic and tangible financial wellness perspective rooted in foundational DE&I and social justice principles. Thank you, rita, for bringing your charisma and sharing your wisdom with our team!”
-Participants, Greenhouse, Shades of Green (people of color employee resource group) Workshop Series -
GenUnity
“rita met us, individually and as an organization, where we were at. She was responsive throughout our partnership, taking our wants and needs and shaping them into workshop content. She created space for us to be more open with each other about where we are financially and the support that we need--and the experience has bolstered our overall culture of openness.”
- B. Joanna Chen, Chief-of-Staff, GenUnity -
Laura Moreno
“rita has a wonderful way of making what is often an intimidating topic approachable. She breaks up complex information into easy to understand pieces. I left my time with her feeling incredibly empowered.”
- Laura Moreno, Women’s Initiative Network (ERG) Co-chair, Noodle -
Asian Improv Arts
“As artists, finances can be stressful and confusing. rita was able to walk our cohort of BIPOC artist fellows through financial foundations and long-term planning rooted in an approach that speaks to the challenges and values of our community. Everyone left feeling empowered to take a step towards their own financial health whether it was opening their first high-yield savings account, making a debt payment plan, or selecting investments based on their new knowledge!goes here.”