Our Mission
To make financial success attainable for individuals, families and small businesses.
Our Philosophy
- We believe financial success looks different for everyone and that wealth is defined by more than money alone.
- We believe education, organization and discipline are key to financial success.
- We believe in setting goals and having a financial plan, but understand that plans sometimes need to change.
- We believe in accountability and transparent communication.
- We believe that establishing routines and implementing systems will help to achieve financial goals, and understand that this process takes time and discipline.
- We believe in multi-generational communication as it relates to growing and transfering wealth.
- We believe in the value of time and compounding interest.
- We believe in earning, saving, giving and enjoying all you can.
Meet Our Founder
Hi, I’m Lindsay. I am a Wealth Educator, Financial Coach and Entrepreneur. My favorite titles however are “Mom” to two toddler boys and “Partner” to my husband Brandon. We are native to the suburbs of Portland, Oregon located between the Pacific Ocean and the beautiful Cascade Mountains.
After earning the appropriate licenses (Series 7, Series 66 and Health, Life and Disability) to work as a Financial Advisor, I transitioned to Financial Coaching. I believe that Financial Advising can be great for long-term planning purposes. Coaching however provides me with a structure to more seamlessly work with individual clients and small businesses at varying stages of wealth creation.
I graduated with honors with a Bachelor’s degree in Economics and Journalism from the University of Oregon—Go Ducks! I’ve studied personal finance and wealth development strategies for over 15 years. I also have real estate investment experience owning and managing a mid-size portfolio of rental properties with my husband here in the Northwest since 2012.
Many have impacted my life through their research and mentorship. I am grateful for their influence, and hope to empower others to live their best lives by extending similar concepts relating to financial education, financial organization and wealth creation. Whether your goals are financial independence, buying a new home, streamlining the finances of your small business or simply gaining a better understanding of where you are today, I’m here to help.
I believe in working hard, dreaming big and having the discipline to earn, save, give and enjoy all we can. Cheers!
Career-Driven Parenting: Managing a Career While Raising a Family
Managing a career while raising a family comes with its challenges. Wealth Driven Mindset Founder takes the time to discuss her career transition as it relates to her family and her decision to love and work simultaneously.
What’s a Wealth Driven Mindset? A Look Behind the Financial Coaching Name
Wealth Driven Mindset is not just a business, website or community name. It is an intention and way of living. This article defines wealth as more than money alone and discusses both drive and mindset as they relate to financial productivity.
Privilege, Hard Work and my Introduction to Financial Education
Wealth Driven Mindset Founder discusses her upbringing, early influences and how it all relates to her personal financial story. She puts a twist on privilege and highlights the impact that hard work can have on one’s adult life.
