as seen in...

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®
eCourse

Everything you need to know
about personal finance in
5 hours.

$149

INCLUDES:
45 video lessons created and taught by Dani Pascarella, CFP® covering the following topics:
  • Banking Products
  • Budgeting
  • Credit
  • Student Loans
  • Income Tax
  • Investing
  • Retirement
  • Real Estate
  • Economics
  • Tracking Success
Wealth Secrets of the Uber Rich:
10 PDF summaries of the video lessons

Planning worksheets so you can apply the lessons directly to your financial situation.

BONUS: Unlock a free 30-minute Private Wealth Coaching® Call!

Wealth Coaching®
Private Session

Chat with a CFP® about your
financial goals and have your
money questions answered.

$200

INCLUDES:
45-minute phone call with a CFP®

Pre-call Planning Questionnaire

Post-call Recap & Summary of Action Steps

Popular topics include:
  • Student Loans
  • Investing
  • Entrepreneurship
  • Relationships
  • Weddings
  • Credit Card Debt

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 is the difference between the eCourse, Program, and Private Session?

Our Wealth Coaching® eCourse is strictly educational and a great option for a DIYer who is willing to put in the time and effort to improve their financial situation.

 

You’ll get access to the course via our Education Hub, where you can log in and watch video lessons about different financial topics. The course comes with cheat sheets that include the most important takeaways from the videos and worksheets to help you determine exactly what your current financial situation looks like and what you’ll need to do to achieve your goals.

 

Our Wealth Coaching® Program combines the educational component of our eCourse with personalized financial planning and one-on-one coaching. At $397 for the year or $39/month, it is our best value and our most popular service.

Along with access to our video lessons (which we’ll send to your phone if you want to watch them on the go), you’ll be paired with a Wealth Coach who will do all the heavy lifting for you. After you upload your information to our secure Client Portal, we’ll create a custom Financial Game Plan for you. This will take into account all of your goals and tell you exactly what you need to do to achieve them. From the actual number you should be saving each month for retirement to setting up your Reverse Budget to paying off debt, your Financial Game Plan will guide you every step of the way. If you have any questions, you can always email your Wealth Coach or submit them to be answered in our monthly webinar that we host exclusively for our Wealth Coaching clients (aka members of the Double Comma Club).

 

Our Private Wealth Coaching® Session is there for those *big* money questions. Maybe you’re planning a wedding and need some help setting up a budget. Maybe you’re about to buy more house than you can afford and need a reality check. Let’s talk it out!

What does a year in the Wealth Coaching® Program look like?

Like your best year ever! Or more specifically:

 

Months 1 to 3: Receive a video lesson texted to your phone each weekday that covers a different need-to-know money topic. (Each video is no more than three minutes long. You can watch daily on your phone or request Education Hub access if you’d rather watch from your computer.)

 

Month 1: You’ll fill out our client survey so that we have a full understanding of your situation and your goals. We’ll give you access to our secure Client Portal, which will let you see all of your financial accounts in one place and provide your Wealth Coach with the information they need to create your Financial Game Plan. This should all take you an hour or two to complete.

 

Month 2: You’ll receive your Financial Game Plan (it’s a 20-page document so you’ll probably want to spend close to an hour reviewing all of the details). It will answer countless questions like: How much should I be saving for my retirement and goals each month? If I quit my job tomorrow, how long could I continue to live my current lifestyle? Am I paying too much in rent?

It will answer countless questions like: How much should I be saving for my retirement and goals each month? If I quit my job tomorrow, how long could I continue to live my current lifestyle? Am I paying too much in rent?

 

Month 3: Start putting your Financial Game Plan to work! Execution, execution, execution.

 

Month 4: Daily video lessons are over but not to worry. You will continue to learn a ton in our monthly video training sessions, which we’ll send to you via text message for easy viewing. Topics range from a look at the current state of financial markets to a Q&A where we answer all of your specific questions.

 

Month 5: We’ll send you a Before and After Snapshot to compare where you were when you signed up for the program to where you are in month 5. On average our clients increase their net worth by $3,000+ at this point. (If you don’t know your net worth, that’s okay! We figure it our for you.)

 

Month 6: You’ll receive some sweet swag in the mail as a high-five for crushing your financial goals and making it halfway! You’ll also start receiving monthly progress reports so you can keep the momentum going, easily identify areas where you can improve, and celebrate your success.

 

Months 7 to 12: You’re now equipped with the education you need to make smart money decisions and you are starting to see major results on your Monthly Progress Reports. At this point, you’ll be so financially savvy that you’ll even find yourself recommending topics for our monthly training sessions.

 

Month 13: Time to do it all again! A lot can change in a year (like those #lifegoals). Maybe you got engaged, were accepted to grad school, started a business, or landed a fancy new job with a substantial raise. As your life plan changes, so does your financial plan–and we want to make sure you’re prepared. You’ll take our annually check in survey, and we’ll create a brand new Financial Game Plan for you. We’ll also have another one-on-one coaching session to go over everything together and answer any questions you may have.

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.

What happens if I need to cancel my monthly payment?

If you cancel after 90 days, there is no penalty. Just let us know that you want to cancel and we will shut it down. If you want to cancel before 90 days, you will be charged a $50 cancellation fee.

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 90 days, our team will have done work that they will never be paid for. To offset this loss, we must charge a $50 fee for anyone who signs up and cancels in the first 90 days.

What if I take the eCourse but then decide I want to do the Wealth Coaching® Program?

No problem! Just let us know and we’ll send you a custom promo code that will take $149 off the program. You’ve already paid for the educational component and we’re not going to charge you twice.

If you’d rather pay monthly, we’re okay with that too. Your promo code will drop your monthly payment from $39/month to $29/month.

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.