
0
years of experience navigating the finance and tech industries, from Wall Street to Silicon Valley.
$
0
K+
debt paid off while living in one of the most expensive cities in the world
(New York City!)
0
+
employees led and mentored, including navigating salary negotiations and compensation strategy

My story by the numbers
Hey, I'm Alana D'Angelica!
I WANTED THE OPTION TO WALK AWAY
So I built the system
that made it possible.
20 years in tech and finance. Earning well. Doing most of the right things.
And still feeling like I couldn't actually make a move without money
being the reason I couldn't.
So I built a real financial system that connected my income to the life I actually wanted. It gave me the flexibility to leave corporate on my terms.
Now, as a Financial Coach, I help other women do the same.
2024: STEPPING AWAY - ON MY OWN TERMS
By building a real financial system - not just saving more - I reached a point where I no longer needed a corporate paycheck to sustain my lifestyle.
That's not retirement. That's optionality. The ability to choose what's next without being forced by money. Now I help other women build toward the same thing.
2018: WATCHING OTHER WOMEN GEt STUCK
As I moved into senior leadership, I kept seeing the same pattern: smart, high-earning women who felt lost when it came to their own money. It wasn't a knowledge problem. It was a structure problem. That's when I started coaching - because the gap was too obvious to ignore.
2012: GETTING BURNED -
Then TAKING OVER
I handed my investment portfolio to a financial advisor and watched a significant portion disappear in fees and poor decisions. That was the turning point. I took full control, educated myself on how investing actually works, and never outsourced that decision again.
2009: Climbing the Ladder — With a Blind Spot
I left finance for a role at Indeed.com, grew into VP-level leadership, and managed teams of hundreds. My income grew. My title grew. My financial clarity didn't. Success on paper didn't mean I had a plan.
2008: My $100k Wakeup Call
Entry-level salary. New York City. No real plan for where the money was going. By the time I looked up, it was over $100K in debt - not one catastrophic decision, just years of lifestyle creep with nothing to catch it. After a bonus that never came, I built a plan to get out. Eventually, I got out.
2005: The Dream That Didn't Quite Fit
Fresh out of college, I landed an entry-level role at Morgan Stanley. I was finally in finance - exactly where I thought I wanted to be. But the reality was different. The stagnant pay and corporate ladder climb didn’t bring the financial security or fulfillment I imagined.
I built the system.
Then I built the options.
Bringing Experience From...

How I THink ABOUT MONEY
Earning more won't fix a lack of structure.
Most of the women I work with don't have an income problem. They have a system problem. More money flowing into a broken setup just means more money disappearing in ways you can't explain.
Saving is not the same as building wealth.
Money sitting in a savings account isn't working. It needs direction — short-term, mid-term, long-term — and a clear path from your paycheck to your goals.
You don't need a financial advisor to get started.
You need clarity and a system. Advisors manage money.
I help you understand it, structure it, and connect it to the life you actually want.
Optionality beats 'retirement someday.'
The goal isn't to work for 40 years and then stop. It's to build enough flexibility that you can make choices — about your career, your time, your life — without being forced by money.
Simplicity and consistency beat complexity.
The most effective financial systems aren't complicated. They're clear, automated, and built around your actual life — not some ideal version of it.
A little more about me
Mom of 3 young kids and Labradoodle rescue parent (Sunny).
I'm a certified yoga instructor — vinyasa, hot and prenatal.
I’m into great sushi, the Grateful Dead, and I’m just as likely to be moving to bachata as I am blasting 90s music.
Home is Connecticut now, but I think New York City is still the best city in the world. Tokyo and Miami are close seconds.
I didn’t learn to ride a bicycle until 28, but now I’m into long-distance cycling. I’m also drawn to the steepest ski runs I can find and don’t shy away from icy Northeast conditions.






