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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).

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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.

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Goals We Help You Achieve

Eliminate Credit Card Debt

Do you struggle with overspending? Are you carrying a balance on your credit card and just making the minimum payment? We'll show you the fastest way to pay off your debt -- and stay out of debt in the future.

Saving for a Big Goal

If you have a house, proposal, wedding, kids, or amazing vacation planned but aren't sure how you're going to afford it, our experts will show you the best way to achieve your big goals.

Manage Student Loans

You have a great degree -- and a ton of student debt to show for it. You need help managing your repayment schedule. Maybe you're thinking about consolidating your loans or looking into refinancing. We'll help you weigh the pros and cons.

Investing

You constantly hear the wealthy talk about the importance of investing. But you’re not exactly sure why or how to get started. We’ll teach you all the basics like how to open your first investment account, research your investment options, and understand your investment performance.

Stop Living Paycheck to Paycheck

Do you feel like you work super hard but have nothing to show for it? Do you feel guilty when you spend money? We can help you figure out where all of your money is going, and more importantly -- we’ll help revamp your spending habits so that your hard-earned cash is being spent on the things that add the most value to your life.

And More

Let’s talk about it! We’re schooled in a wide range of money topics -- and if we can’t help, we know someone who can! Schedule a free consultation with us today.

Client Testimonials

Caitlin

"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."

BJ

"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!"

Krystal

"After that first conversation—it was the first time (probably in my adult life) that I felt confident and sure about my finances."

Shawn

"Money has always been an anxiety-inducing topic for me and I've avoided focusing on managing it for years. The Invibed approach both educates you to boost confidence and motivates you to stay on track."

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