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Our 90-day Wealth Coaching Program was created by a CFP® with more than 10 years of experience in the finance industry. That education, expertise, and advice has been transferred into a comprehensive course that you can access right from your phone.
Through mobile videos, technology, and one-on-one sessions, we deliver the knowledge and tools you need need to take control of your money and make it grow. Throughout the course, we will work with you to address all of your concerns (debt, student loans, lack of savings, whatever) and show you exactly what you need to do to achieve your goals (buy a house, travel, get married, your call).
Dani Pascarella, CFP® founded Invibed in 2015 to make personal finance accessible to anyone who is willing to learn about it. She always had a passion for helping people master money and reach their financial goals, and became a licensed stock broker when she was just 20 years old. After earning both a Bachelor’s and Master’s degree in Business, she became a CERTIFIED FINANCIAL PLANNER™ and took a job on Wall Street as a Global Investment Specialist.
Managing money for multi-millionaires on Wall Street while most of her friends lived paycheck-to-paycheck, Dani experienced firsthand just how big the financial gap really was. There was a desperate need for a power shift, and Invibed would be the new way people get advice about money.
Dani developed Invibed’s Wealth Coaching Program by consolidating her education and experience into a comprehensive course that teaches anyone how to manage their money like a professional.
Our clients are in their 20s and 30s, crushing debt, increasing their net worth, and taking the steps to achieve their financial goals. It doesn’t matter who you are, where you live, or what you do. Financial independence is possible and Wealth Coaching is the easiest way to learn, ask, act, and grow.
“I have had a life-altering experience working with Dani and Invibed. I know it sounds a little dramatic, but it’s my truth. Despite spending years learning about finances and signing up for Mint and LearnVest in the past, the Invibed 90 day Wealth Coaching Bootcamp really helped pull it all together for me. My sessions with Dani were positive and non-judgmental, which I was really grateful for. Having my Financial Game Plan laid out and explained in plain English, with easily achievable milestones, took a huge weight off of my shoulders. I now feel confident that I can knock out most of my debt and ($100k) student loans in a few years!
I have already recommended the program to a few friends and they have also had positive experiences. I wish that Wealth Coaching was around when I was a student, it would have helped to get me on track with goal setting a lot sooner, but the good news is… it’s not too late!
Do this for your present and your future. You may be surprised by what you can achieve.”
“Honestly, the best and most useful course I’ve taken since college. Dani is super positive, relatable and made you feel super comfortable of your past, current and future situation! I learned an incredible amount through the videos and Dani was super patient whenever I had a list of follow up questions. If you’re looking to learn literally the basics of personal finance and would like to learn at your own pace and time, this is definitely the way to go. Couldn’t recommend this enough!!!”
“I highly recommend Dani and the Invibed Team. From the very start, their professional yet modern approach to coaching not only allows you to develop financial confidence, but they also provide you with essential tools and advice to meet and even surpass your financial milestones.”
“Invibed was pretty much everything that I could have asked for out of a finance class. Having something that taught me all the basics of banking, credit, investing, saving for retirement, how to buy a home, and weathering economic cycles – plus having hands on coaching from friendly, caring people went above and beyond my expectations. Love Dani and her team and cannot recommend them highly enough!”
“Absolutely LOVED Invibed’s Wealth Coaching program! It almost felt like a miracle coming across their services because I’ve been needing this for a WHILE. Dani has been 110% helpful, personable, and available to answer all of my crazy financial questions. The Wealth Coaching program has given me awesome nuggets of information that makes me feel financially savvy and I feel confident in knowing what to do for next steps to get out of debt and start building my wealth. I highly recommend you sign up for this program NOW! Don’t wait to get your finances in order before it’s too late #debtsucks”
“I was constantly stressing out about my student loans and the interest I was paying. I was about to hire an advisor for help when Invibed started their wealth coaching program. Dani looked at all my finances and loans to help me determine the best solution to cut down my interest rates and get them paid faster. If you have student loans I highly suggest getting a wealth coach.”
Spring Promo: Get a complimentary $5 Starbucks gift card for completing your consultation.
In the words of Mr. Money Mustache, “If you’re not getting rich in your 20s, you’re doing it wrong.”
Money is the #1 cause of stress for Americans and rightfully so–it directly impacts the opportunities you have in life.
If you want to improve your financial situation, become financially worry-free, and start building wealth, then Wealth Coaching is for you. During the 90-day program, you’ll receive:
Wealth Coaching was created exclusively for busy young professionals so we’ve designed everything to be as efficient as possible, maximizing progress and minimizing time commitment.
At a high level, the entire program can be completed in as little as 7 hours over the course of 3 months. You’ll need to commit 90 seconds every morning to watch a video on your cell phone, 5 minutes every Sunday to read our weekly recap email and track your progress, and 1-2 hours each month to work with your Wealth Coach and implement their suggestions.
Here’s a more detailed breakdown of how you’ll spend your time:
Month 1:
Month 2:
Month 3:
Throughout Program:
We’re going to be honest–if you’re super dedicated, you can probably figure a lot of this out yourself by doing countless Google searches and reading books. But it would take you 150+ hours to learn what we can teach you in 7 hours…and time is money. Would you rather spend your limited free time crunching numbers in an intricate spreadsheet, or doing something you actually enjoy? There’s a reason why 78% of millionaires have a financial advisor.
We’re definitely not the cheapest solution (though we cost WAY less than a traditional financial advisor), but we are definitely the most efficient. If you’re a busy person who values their time, let us do the hard work so you don’t have to.
Also, you’ll be getting personalized advice from a CERTIFIED FINANCIAL PLANNER™ with a decade of experience, so you can be sure you’re getting the right information and you won’t have to second guess yourself.
A great way to think about personal finance is to compare it to fitness. There are some people who are just super passionate about fitness. They’re naturally motivated enough to read tons of books and articles, figure out the best workouts and meal plans, go to the gym every day, and hold themselves accountable so that they stay on track.
But most people would rather have a trainer or instructor show them exactly what to do and then motivate them to keep going, even when they’re feeling lazy. If the latter sounds like you when it comes to money, then Wealth Coaching is probably a great fit for your goals and lifestyle.
Absolutely not! This is actually a big part of why we created Wealth Coaching–most skilled financial advisors require six or seven figures in the bank for you to become a client (prior to founding Invibed, our CEO managed money at a Wall Street firm that required at least $25 million in the bank to become a client). Unfortunately, it takes decades for most people to accumulate that kind of wealth, which means we have to make serious financial decisions without the help of a formal financial education or financial expert.
Wealth Coaching is our solution to this problem–it allows young professionals to have the same financial experience as the super wealthy even though they’re not rich…yet.
Bottom line: Wealth Coaching does not discriminate. We accept adults of all ages, income levels and net worths into our program.
While Wealth Coaching is much more affordable than working with a financial advisor (on average, a financial plan alone will cost upwards of $2,000–and that’s IF you’re wealthy enough for them to agree to work with you), we understand that it’s still an expense for our clients.
We founded this company because we wanted to help our peers, so we never want cost to prevent someone who’s eager to join the program from participating. We’ve done a few things to make this easier:
Our team has spent over a decade managing money for multi-millionaires (and even a few billionaires) on Wall Street. We know how the wealthiest people in the world manage their money which allows us to bring that same expertise to you. At the same time, we’re all millennials ourselves so we totally understand where you are right now and what your priorities are.
About Our Team
Currently, our Founder & CEO, Dani Pascarella, CFP®, is personally working with all of our Wealth Coaching clients. Prior to founding Invibed, Dani was an Investment Specialist at J.P.Morgan, where she managed money for ultra high net worth individuals with assets ranging from $25 million to billions.
She holds a B.A. and M.A. in International Business from the University of Florida and a M.S. in Journalism from Columbia University.
Dani became a licensed stockbroker at age 20 and previously worked at CNBC on the show Mad Money with Jim Cramer.
About Invibed
Invibed is a fintech startup that’s helped over 80,000 millennials build a secure financial future via personal finance education tailored to Gen Y and our Wealth Coaching program, which makes holistic financial planning accessible, affordable, and delightful for millennials.
Invibed is also part of the NYC cohort of Startup Next, powered by Techstars and Google for Entrepreneurs and has been featured in Fox Business, Yahoo! Finance, Elite Daily, and WealthManagement.com.
Absolutely! Check out this overview of the client experience and the topics we cover in our educational video series.
At the end of 90 days, you’ll have a clear understanding of your current financial situation and you’ll know exactly what you need to do to improve going forward. At that point, many of our clients are excited to manage their own money with confidence.
However, some clients really grow to appreciate all of the support they receive from their Wealth Coach and they prefer to continue working with a financial professional. If that’s the case, you’ll have two options: