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START THE QUIZ Discover Your Financial Personality Type
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THE PATH TO THE LIFE YOU DESERVE

MERGING LIFE
AND MONEY

I help professional women develop and apply relevant financial skills and knowledge to take control of their money and live their best life with the money they have.

[FREE] QUIZ
Discover Your Financial Personality Type 

Take this free 60-second quiz to discover your financial personality type. Start taking control of your financial destiny and transform your financial identity

THE PATH TO FINANCIAL WELLNESS

I help my clients develop healthy money habits that will last them a lifetime, using my 3 step Merging Life and Money Method - Guaranteed. My method focuses on both MINDSET, the deep-seated emotions that affect your financial decisions and FINANCIAL EDUCATION, the practical side of personal finance. Unlike a financial planner, I do not build the perfect financial plan, I help you develop a financial mindset that will allow you to discover what you need to know to make good financial decisions.

ABOUT

Financial Consulting

1. Money Mindset Makeover

2. Financial Wellness

3. Financial Literacy for Kids 

4. Retirement Planning

Transform your Financial Identity Workshop

Say goodbye to financial insecurity, living paycheck to paycheck, with constant worry, or feeling like you are not in control of your financial future.


and instead....


Create a future with certainty, free of financial burdens. A life where you feel confident to make your own financial decisions, a life with security for you and your loved ones.

Business Management Service 

  1. Strategy Management
  2. Governance, Risk, and Compliance
  3. Strategic Planning
  4. Pension Tech

MERGING LIFE AND MONEY ™

The “Merging Life and Money™ ” method, is a proprietary, unique, proven and tailored method - Guaranteed, that helps overwhelmed professionals (especially women) take control of their finances and redefine their relationship with money.


I empower my clients so that they can make smart financial decisions, and obtain a much needed boost to self-control and  be flexible enough to change strategies as their financial situation changes.



"Choice, not chance, determines your destiny"

- Aristotle


DOWNLOAD YOUR FREE ESTATE PLANNING GUIDE

Your Financial Wellness Strategist

Meet MJ (Marie-Josée)

I am the Owner and Founder of Merging Life and Money, a Business and Financial Strategist, an accomplished Businesswoman, a loving sister, mother and grand-mother and an adored spouse. I help overwhelmed professionals between the ages of 35 and 60+ overcome their destructive financial and emotional habits, acquire the relevant skills and knowledge, take control of their finances, and live their best life with the money they have, using my unique, proven and tailored Merging Life and Money™ method - Guaranteed.


What makes me a Business and Financial Strategist? I worked in corporate Bermuda in the financial space for more than 30 years; the last 23 in the C-suite, building and leading an international pension operation I founded for a Bermudian private group.


During my corporate journey, I helped thousands of individuals prepare for their retirement by tooling them with  the necessary education and investment knowledge that would last them a lifetime.  


I am passionate about empowering people by sharing what I know. I am continuing my journey of providing financial wellness solutions to individuals and companies alike.


Check out our new features and try the demo

LISTEN TO THE LATEST PODCAST EPISODES


The Merging Life and Money Show is a live broadcast that airs every Thursday at 7:00 pm PST and delivers valuable information about how to achieve financial wellness from the inside out and live a purposeful life with the money you have.

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Empowering busy, high-earning professional women to master their finances and unlock their inner potential for financial success - that’s my mission!

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