Lotus Investment Coaching

Empowering Your Investment Journey

About

I’m Jae, a financial coach who’s all about helping people take the guesswork and fear out of building wealth. In my early 30s, I hit a moment of truth: I realized I couldn’t work my way to financial freedom. The future I wanted for myself—and my family—wasn’t going to happen by accident. So I got intentional. I set bold money goals (even the ones that felt a little wild), sought out mentors and advisors, took courses, joined investment clubs, and learned how to make my money grow instead of letting it sit still.

Somewhere along the way, a real passion—okay, maybe even an obsession—was born. I started sharing what I was learning, and that’s when I noticed something unsettling: so many smart, capable people believed investing “wasn’t for them.” They’d been told wealth-building was for “other people.” They didn’t understand the concepts, didn’t feel confident enough to ask questions, and definitely didn’t want to make mistakes alone.
So I made it my mission to change that.

My background in psychology and coaching shapes everything I do. I know that learning anything new—especially money—requires safety, support, and clear, simple steps. I believe people thrive when they’re guided, not judged. When they’re encouraged, not overwhelmed. And when the strategy they’re following actually feels doable in real life.

That’s the kind of environment I create. I teach investing in a way that’s digestible and practical, while walking with you as you apply what you learn and achieve your financial goals. Nothing lights me up more than watching someone who thought “I could never do this” start achieving the goals they once only dreamed about.

If you're ready to start building wealth—at your pace, with support—you’re in the right place. You don’t have to know everything. You don’t have to have started years ago. You just have to start.
And I’m here to walk with you every step of the way.
Let’s do this. You’ve got this.

Packages

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Single Financial Coaching Session

A focused, one-time session to clarify your financial situation and define practical next steps.
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Private Coaching Membership

Investing Made Personal — With Guidance You Can Trust
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Financial Coaching Package - 4 Sessions

Financial Confidence Starts Here — Personalized Coaching for Real Results
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Financial Coaching Package - 8 Sessions

Financial Confidence Starts Here — Personalized Coaching for Real Results
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Financial Coaching Package - 12 Sessions

Financial Confidence Starts Here — Personalized Coaching for Real Results
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