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What We Do

We show you how to manage your money like a professional.

Our Wealth Coaching® Program was created by a CFP® with more than 10 years of experience in the finance industry. That education, expertise, and advice has been transferred into a comprehensive program that you can access right from your phone.

Through mobile videos, personalized reports, progress tracking, and one-on-one sessions, we deliver the knowledge and tools you need need to take control of your money and make it grow. We will work with you to address all of your concerns (debt, student loans, lack of savings, whatever) and show you exactly what you need to do to achieve your goals (buy a house, travel, get married, your call).

What's Your Focus?

Not sure if Wealth Coaching® is right for you? Book a FREE consultation and let's talk.

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Testimonials

BJ

Washington, DC

    

“I have had a life-altering experience working with Dani and Invibed. I know it sounds a little dramatic, but it’s my truth. Despite spending years learning about finances and signing up for Mint and LearnVest in the past, the Invibed 90 day Wealth Coaching® Bootcamp really helped pull it all together for me. My sessions with Dani were positive and non-judgmental, which I was really grateful for. Having my Financial Game Plan laid out and explained in plain English, with easily achievable milestones, took a huge weight off of my shoulders. I now feel confident that I can knock out most of my debt and ($100k) student loans in a few years!

I have already recommended the program to a few friends and they have also had positive experiences. I wish that Wealth Coaching® was around when I was a student, it would have helped to get me on track with goal setting a lot sooner, but the good news is… it’s not too late!

Do this for your present and your future. You may be surprised by what you can achieve.”

Adrienne

New York, NY

    

“Honestly, the best and most useful course I’ve taken since college. Dani is super positive, relatable and made you feel super comfortable of your past, current and future situation! I learned an incredible amount through the videos and Dani was super patient whenever I had a list of follow up questions. If you’re looking to learn literally the basics of personal finance and would like to learn at your own pace and time, this is definitely the way to go. Couldn’t recommend this enough!!!”

Scott

New York, NY

    

“I highly recommend Dani and the Invibed Team. From the very start, their professional yet modern approach to coaching not only allows you to develop financial confidence, but they also provide you with essential tools and advice to meet and even surpass your financial milestones.”

Caitlin

Los Angeles, CA

    

“Invibed was pretty much everything that I could have asked for out of a finance class. Having something that taught me all the basics of banking, credit, investing, saving for retirement, how to buy a home, and weathering economic cycles – plus having hands on coaching from friendly, caring people went above and beyond my expectations. Love Dani and her team and cannot recommend them highly enough!”

Kristie

Tampa, FL

    

“Absolutely LOVED Invibed’s Wealth Coaching® program! It almost felt like a miracle coming across their services because I’ve been needing this for a WHILE. Dani has been 110% helpful, personable, and available to answer all of my crazy financial questions. The Wealth Coaching® program has given me awesome nuggets of information that makes me feel financially savvy and I feel confident in knowing what to do for next steps to get out of debt and start building my wealth. I highly recommend you sign up for this program NOW! Don’t wait to get your finances in order before it’s too late #debtsucks”

Lauren

Miami, FL

    

“I was constantly stressing out about my student loans and the interest I was paying. I was about to hire an advisor for help when Invibed started their wealth coaching® program. Dani looked at all my finances and loans to help me determine the best solution to cut down my interest rates and get them paid faster. If you have student loans I highly suggest getting a wealth coach.”

Pricing

Wealth Coaching® Program

A COMPLETE FINANCIAL MAKEOVER. WE’VE BUNDLED OVER $1,136 WORTH OF EDUCATION, ONE-ON-ONE COACHING, FINANCIAL ANALYSIS, AND PROGRESS TRACKING.

$489/year

$49/month

INCLUDES:

Wealth Coaching® eCourse:
100+ video lessons created and taught by Dani Pascarella, CFP® covering the following topics:

  • Savings Accounts
  • Budgeting
  • Credit Scores
  • Credit Cards
  • Student Loans
  • Income Tax
  • Investing
  • Retirement
  • Real Estate
  • Economics
  • Wealth Mindset

Client Portal Access:
Our Double Comma Club® Client Portal will become the hub of your financial life and make it easy to stay organized. Sync your accounts, stay on top of your goals, track your progress in real-time, share documents with your Wealth Coach, and more!

Private Wealth Coaching® Sessions:
Chat with your Wealth Coach one-on-one about your financial goals, get all of your questions answered, and stay motivated with a dedicated accountability partner. Your Wealth Coach is available via video chat, phone, email, and text message, which makes it a breeze to fit finance into even the busiest of schedules.

Custom Financial Game Plan:
We analyze your financial accounts, lifestyles and goals. After we crunch the numbers, we’ll tell you exactly where you stand financially and what changes need to happen in order for you to reach your goals.

Monthly Progress Reports:
Stay on track, identify opportunities for improvement, and celebrate your successes with a personalized monthly update. On average, our clients increase their net worth by $3,000+ in their first year working with us!

FAQs

What is Wealth Coaching®?

Wealth Coaching® is financial planning and education for young professionals who want to make the most of their money.

If you’re not ready to work with a financial advisor but want to start moving in the right direction, Wealth Coaching® can help get you where you want to be.

How do we know? Because this program was created by Dani Pascarella, CFP®. She used to work on Wall Street managing money for individuals with $25 million or more in the bank. She left when she decided that her friends (and all young people) should have access to the same quality financial advice as her multi-millionaire clients.

Wealth Coaching® teaches you everything you need to know about money when it matters most (which is now). With time on your side and Wealth Coaching®, you can stop stressing about money and start working towards your first million in the bank.

What are the requirements? Do I have to have a certain amount of money? What are your minimums?

Our only requirement is that you want to improve your financial situation. Seriously, we have no minimums. We don’t care what your salary is or if you have any liquid assets. We created Wealth Coaching® to be accessible to anyone who wants it. If you want it, we want you.

If you think you might be too advanced for us, that is awesome! We recommend those that are ready to work with a financial advisor to check out our friends at Stash Wealth. To find out if you’re ready for an advisor, you can find out for sure at quiz.invibed.com or schedule a free consultation.

What are your qualifications for giving financial advice?

Our team has spent over a decade managing money for multi-millionaires (and even a few billionaires) on Wall Street. We know how the wealthiest people in the world manage their money which allows us to bring that same expertise to you. At the same time, we’re all millennials ourselves so we totally understand where you are right now and what your priorities are.

 

About Our Team

Currently, our Founder & CEO, Dani Pascarella, CFP®, is personally working with all of our Wealth Coaching® clients. Prior to founding Invibed, Dani was an Investment Specialist at J.P.Morgan, where she managed money for ultra high net worth individuals with assets ranging from $25 million to billions.

She holds a B.A. and M.A. in International Business from the University of Florida and a M.S. from Columbia University.

Dani became a licensed stockbroker at age 20 and previously worked at CNBC on the show Mad Money with Jim Cramer.

 

About Invibed

Invibed is a fintech startup that’s helped over 80,000 millennials build a secure financial future via personal finance education tailored to Gen Y and our Wealth Coaching® Program, which makes holistic financial planning accessible, affordable, and relatable for millennials.

Invibed is part of the Project Entrepreneur Class of 2017 (powered by Rent The Runway and UBS) and the NYC cohort of Startup Next (powered by Techstars and Google for Entrepreneurs). Our thought leadership has been featured in media outlets such as Yahoo! Finance, Elite Daily, Reuters, WealthManagement.com, Brit + Co, Barron’s, Business Insider, and Fox Business.