Inclusive Financial Coaching for First-Generation Wealth Builders
A Safe, Supportive Space for First-Gen Wealth Builders
At Financial Space, we know money isn’t just about numbers; it’s about culture, identity, and lived experience. Our financial coaching is designed especially for first-generation wealth builders and women of color who want to feel confident with money, heal their relationship with it, and create lasting financial independence.
You’ve found your space — Welcome to Financial Space.
Who is Financial Space Coaching for?
Financial Space Coaching is for first-gen women who want to:
Manage their money with confidence
Break generational money patterns and build wealth
Improve their relationship with money in a judgment-free, culturally aware space
Create a financial plan tailored to their goals and values
Get organized, pay off debt, and strengthen credit
Start investing and planning for retirement
Build a supportive accountability system that understands the emotional and cultural side of money
How Financial Coaching Helps You
Our approach combines practical money strategies with mindset support, so you don’t just learn about finances, you transform your relationship with them. With Financial Space Coaching, you can:
Gain confidence in money management
Create a budget that actually works for your lifestyle
Pay off debt and escape financial cycles holding you back
Improve your credit score and keep it strong
Plan for retirement and long-term security
Start investing with clarity and confidence
Learn in a space that respects your culture, history, and lived experiences
6-Month Financial Coaching Program
Our signature coaching program blends education with accountability so you can take action, not just take notes.
What’s included:
Biweekly 60-minute 1:1 coaching sessions
Monthly action plans customized for your top financial goals
Weekly accountability check-ins via text message
Tools and strategies to build wealth, reduce financial stress, and stay on track
By the end of 6 months, you’ll walk away with not just knowledge, but the confidence and tools to continue growing wealth and achieving financial freedom.
“Thanks to Cynthia’s advice I have opened a Roth IRA and a retirement IRA that will set me up for retirement and any rainy day emergency. Thank you financial space!”
— Client, Kenia Duarte
Schedule your free 20-minute consultation to learn more!
I highly recommend working with Cynthia. Her coaching sessions taught me so much, from creating a budget that makes sense to me to learning all I could absorb about the stock market. Cynthia always made me feel comfortable and empowered to ask questions and to take control of my finances. I'm so grateful that she has taken on this mission to empower and support other first gens to feel good about their finances.
— Client, Yadira Sanchez
My experience with Financial Space has been one of the best investments I’ve ever made. Handling money wasn’t taught to me so grow up i experienced my parents living paycheck to paycheck. So I decided I didn’t want to continue that cycle and realized I needed guidance from a professional, so I contacted Financial Space. I am so grateful that I took this step in investing in this area of my life because my view and relationship to money has changed in a positive way. Cynthia has taught me so much and has given me hope for a better more financially stable future. My finances finally make sense to me and I am now making better decisions in my finances.
— Client, Evelyn Rivas
“Stocks, Roth IRA, brokerage account, etc, can be very intimidating words. I kept hearing Cynthia throwing these words around and seeing her excitement was very contagious”.
I am first generation daughter of Mexican Immigrants and didn't know much about financial literacy, or how to manage and make my money grow. I got into a lot of credit card debt and let me not talk about student loans debt. But anything dealing with money has been overwhelming.
I am very BLESSED to have come across Cynthia and her excitement on building wealth. Cynthia offered an introductory workshop that opened my eyes to different ways to make my money grow instead of just having it sitting in a savings account. I was intrigued, especially when she stated that i did not need a lot of money to invest, it could be as low as $5 bucks. I booked a one-on-one with Cynthia and she broke down the concepts into words I could understand and helped me step by step to open a Roth IRA and a Brokerage account. We had another session and she helped me understand and be able to read my brokerage platform and look up stocks and what is it that I am seeing, diversifying my portfolio and understanding dividends, etc. I am probably throwing words that are intimidating you, just by reading my review, that just means you need to schedule a consultation with Cynthia and the word will flow right out of your mouth too. I am thankful for the push that Cynthia gave me, and looking forward to passing down the knowledge to my son, and helping him realize that he does not need to work for money but make money work for him.”
— Client, Alejandra Garcia