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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 course that you can access right from your phone.

Through mobile videos, technology, and one-on-one sessions, we deliver the knowledge and tools you need need to take control of your money and make it grow. Throughout the course, 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?

Who We Are

Dani Pascarella, CFP® founded Invibed in 2015 to make personal finance accessible to anyone who is willing to learn about it. She always had a passion for helping people master money and reach their financial goals, and became a licensed stock broker when she was just 20 years old. After earning both a Bachelor’s and Master’s degree in Business, she became a CERTIFIED FINANCIAL PLANNER™ and took a job on Wall Street as a Global Investment Specialist.

Managing money for multi-millionaires on Wall Street while most of her friends lived paycheck-to-paycheck, Dani experienced firsthand just how big the financial gap really was. There was a desperate need for a power shift, and Invibed would be the new way people get advice about money.

Dani developed Invibed’s Wealth Coaching® Program by consolidating her education and experience into a comprehensive course that teaches anyone how to manage their money like a professional.

Our clients are in their 20s and 30s, crushing debt, increasing their net worth, and taking the steps to achieve their financial goals. It doesn’t matter who you are, where you live, or what you do. Financial independence is possible and Wealth Coaching® is the easiest way to learn, ask, act, and grow.

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

Take a Tour

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.

$397/year

$39/month

INCLUDES:

Wealth Coaching® eCourse:
50+ 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

Private Wealth Coaching® Sessions:
Chat with your Wealth Coach one-on-one about your financial goals and questions. Your membership includes:

  • One 15-minute Kick-off Call
  • One 45-minute Financial Game Plan Review
  • Quarterly 30-minute Accountability Sessions

Custom Financial Game Plan:
We analyze your financial accounts and tell you where you stand.

Before & After Snapshot:
See your progress from day 1 through day 90. On average, our clients increase their net worth by $3,000+ in their first year working with us!

Monthly Progress Reports:
Stay on track, identify opportunities for improvement, and celebrate your successes with a personalized monthly update.

Client Portal Access:
You can sync all your accounts and easily have everything in one place.

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.

How long does my membership last?

There is no limit to how long you can remain a client. We have many clients who have been working with us for years. However, all memberships have a minimum commitment of one year. This is because making financial change takes time, and everyone’s personal situation is different.

Can I get a refund if I change my mind?

Refunds may be requested within 30 days of purchase if the account was unused (no accounts have been synced to our DCC Portal and no coaching calls have taken place).

What happens if I need to cancel my monthly payment?

If you cancel after one year, there is no penalty. Just let us know that you want to cancel by emailing us at wealthcoaching@invibed.com and we will shut it down. If you want to cancel before one year, you will be charged an early termination fee of $125 minus $10 for each full month of completed service.

This fee is not punishment for canceling, it’s to ensure that our team gets paid for their work. With our monthly payment plan, we are spreading the cost of our Wealth Coaching® Program over twelve months. If you cancel before one year, our team will have done work that they will never be paid for. To offset this loss, we must charge an early termination fee for anyone who signs up and cancels in the first year.

Is it better to pay up front for the Wealth Coaching® Program or pay monthly?

That’s totally up to you! We created this company to make financial advice more accessible so we want to put as little financial burden on our clients as possible.

If you pay up front ($397), you’re saving $71 and also unlock a complimentary bonus call with your Wealth Coach (a $200 value) so there is definitely a benefit in paying in full for the year. If $397 is out of the question right now but you want to get started ASAP, go with the $39/month option.

I hate talking on the phone. If I sign up for the Wealth Coaching® Program, how often do I need to call my Wealth Coach?

Never! Most of our clients just email us when they need us. Our program is super comprehensive and we provide email support along the way that should answer any questions you have about the video lessons or the reports you receive.

Calls are available for those who 1) prefer to talk things out, or 2) have a super complex issue they’d rather discuss on the phone than in email.

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.