Portrait of Morgana in a black blouse and glasses against a terracotta backdrop

Author · Financial professional · Speaker

Rewrite your money story.

Morgana equips families and businesses with the education, resources, and support to make well-informed, confident financial decisions.

Book an appointment Read the free eBook

Best-selling authorDesign Your Wealth Mindset
CreatorThe Wealth Experience
Trained inProfessional counseling
Two decades inTechnology leadership

01 The practice

A plan is only the roadmap. We stay for the journey.

Morgana is a best-selling author of Design Your Wealth Mindset, creator of The Wealth Experience, and owner of a profitable professional services company.

With multiple financial services licenses, a background in professional counseling, and two decades of experience in technology leadership, she brings a unique blend of skills to the table. This fusion of disciplines enables her to redefine the landscape of financial services, delivering innovative solutions that empower clients to navigate their wealth journey with confidence and clarity.

Businesses and families today seek a comprehensive approach to financial planning—one that goes beyond merely crafting a plan to ensuring its successful implementation and sustainability. It’s not just about creating a roadmap; it’s about equipping families with the education, resources, and support to make well-informed financial decisions and confidently adhere to their financial plans.

Let’s connect

Cover of the free eBook “What Is Your Money Story”

02 Your money story

The memories that shape how you spend, save, and speak about money.

Money memories, or our money stories, are powerful determinants of our financial behaviors and attitudes. They shape how we spend, save, invest, and communicate about money. By understanding the origins and impacts of these stories, we can begin to take control of our financial lives, challenge negative beliefs, and develop healthier financial habits.

As a financial professional with an educational background in professional counseling, Morgana recognizes the importance of financial psychology in advising families and businesses. Whether through self-reflection, education, or professional guidance, the journey to healthier financial behaviors begins with identifying and rewriting one’s money story.

If you read the best-selling book, you know Tina’s story is a testament to this process. By identifying her money story with our discovery tools, she broke free from the patterns that held her back. You can too.

Get my free eBook

03 The discovery tool

Identify it. Then rewrite it.

Money stories are learned in childhood, often unconscious, passed down through generations, and are partial truths that impact our financial outcomes today and tomorrow. You can identify yours with our industry-leading discovery tool.

It gives you practical, easy-to-understand tips you can implement immediately to make better decisions and build healthy habits. We even provide insightful questions for you to process and to inspire conversations about money.

$24.99One-time · Money story discovery

Identify my money story

Overview sheet for the Identify Your Money Story discovery tool, showing a sample results report

04 The book

Design Your Wealth Mindset

You take your mindset everywhere you go. Be sure to bring a wealth mindset.

Buy the book on Amazon

05 Readers

What people are saying

I can see myself from early adulthood to now being a wife, mother, and business owner in the book.

“I like how the information is laid out for different types of women at different stages in life.”

LL Alexander

“Design Your Wealth Mindset is full of so many truths and fundamentals. Each author covered topics that made me feel like they were speaking directly to me. Each chapter gave me more insight.”

C Hart

“Design Your Wealth Mindset is simple yet elegantly written. Many times when I read a book I will read a little and come back to it. This one kept me engaged and ready to move into the next chapter.”

Anonymous reader

06 Questions

Money stories, answered.

What is a money story?

A money story is the set of money memories and beliefs that shapes how you spend, save, invest, and communicate about money. Money stories are learned in childhood, are often unconscious, and are passed down through generations.

How do I identify my money story?

Start with the free eBook, What Is Your Money Story. Then use Morgana’s money story discovery tool, which costs $24.99 and gives you practical, easy-to-understand tips plus questions to prompt conversations about money.

Who is Morgana?

Morgana is a best-selling author of Design Your Wealth Mindset, the creator of The Wealth Experience, and a financial professional with multiple financial services licenses and a background in professional counseling.

How do I work with Morgana?

Book an appointment online. Morgana works with families and businesses to build a financial plan and to support them in putting it into practice.

Let’s connect.

Navigate your wealth journey with confidence and security, every step of the way.

Book an appointment