How to Work with Me

Dream Life Workshop

Don’t live a life by default—live a life by design.

$300/workshop

In this 2-hour workshop, with guided breakout sessions, you’ll:

Identify what you want to keep from your current life
Decide what you’re ready to build in
Release what no longer serves you
Then, instead of leaving with a “someday” bucket list, you’ll map those dreams onto your calendar for the next 12 months—so the shift doesn’t wait for the future. It starts today.

Group Learning Cohorts

For those just getting started

$3,000/cohort

Cohorts include

Six 1-hour sessions, taught by Mary
Three 1-hour office hours lead by member of Mary’s team
Private Reserve Strategy OR Income Easy Button
Group educational environment to learn as a community
Truncated, group-based dreams workshop
Homework exercises to build toward your financial goals

Join now

Private Consulting with Mary

For those ready to go all in

$12,000/6-weeks

1:1 consulting includes

Six private sessions with Mary
Private deep dive dreams workshop for you and your family
Income strategy, investment strategy, acquisition strategy, legacy strategy
Personalized, custom-built financial strategy focused on your goals

Book a discovery call

New School Millionaire Mastermind

February 2026 start date

$10,000/year

Mastermind includes

Where ambition gets a glow-up and your dreams finally get the stage they deserve. Forget stiff suits and boring speeches—this is wealth-building with heart and creativity. Together, we mix bold money moves with laughter and a community that actually gets you. You’ll stretch your vision, stack your wealth, and step into deeper alignment with the life you were born to live. This isn’t just a mastermind—it’s a movement for dreamers and doers who refuse to settle for “fine” when they were made for extraordinary.

Request info

What makes your process different?

Financial planning is broken. Most people will end up running out of money during their lifetime. My goal is to make sure that doesn't happen to you. Each client I work with is set up with income streams to live their preferred lifestyle for the entire duration of their life potential, not just life expectancy (which many people are living well-past now!).

We look at your financial plan holistically, considering income, investments, acquisitions, and legacy—and we make sure that each piece is focused on creating the life that you want to live.

Do you offer virtual services?

Yes! My goal is to make things as easy as possible for you.

Our cohorts and masterminds are 100% online. Private consulting can be done online or in-person in Dallas. Workshops are also offered both in-person and online.

Do you offer a money back guarantee?

For private consulting services, if we can't generate $10,000 in income for each year of retirement, we'll refund the upfront consulting fee.

Stop settling for a life that doesn’t light you up.