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    "Courageous Wealth requires an unwavering willingness to apply the mindset and knowledge for financial independence and freedom."

    Marti Rogers

  • Client Services

    These are the areas that I help my clients focus upon to increase their financial understanding, security and wealth creation.

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    Cash Flow

    When you understand the fundamentals of financial independence, you will have increased confidence when you truly know how to make money, save money and where to put it. Seeing my clients gain immediate hope and confidence with their personalized financial strategy is most rewarding and the beginning stages of Wealth Creation.

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    Debt Management

    Alleviating you from the relentless burden of debt and interest is the first step toward financial independence. Beginning with a viable strategy to reduce and eliminate bad debt significantly reduces the downward pressure on your life. Implementing these steps for debt reduction will lead you to Financial Freedom.

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    Proper Protection

    Most people feel like they can only handle the basics of survival – like food and shelter. However, when your family depends on your income, postponing such things like saving money, setting up life and asset protection is a critical issue. I will work with you to design a personalized plan to protect your future, your loved ones and empower you to take charge of your financial future.

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    Emergency Fund

    It is recommended that you have a minimum of 3-6 months of living expenses saved for unexpected events. Most people are one flat tire away from an emergency. There's no doubt life is full of surprises. But if you’ve just used up your emergency fund to cover your last catastrophe, I can help you design a customized strategy to replenish your savings.

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    Wealth Accumulation

    When saving, you want to be sure to consider the effect that taxes can have on your income. Ensuring you are adequately prepared for a confident financial future, the following areas are carefully considered: Securing your retirement. Protecting your family. Preserving your wealth. Whatever your goals, now is the time to explore how I can help you reach your specific goals and create a meaningful future.

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    Nearly every working adult dreams of a comfortable and enjoyable retirement. Some questions you may ask yourself regarding your retirement could be: What age do I want to retire? How long will my money last? Am I prepared for my health care needs? Can I afford to travel? Where will I live? I will help you explore your options to help you prepare for these critical years.

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    Estate Preservation

    Without a personal legal strategy, the value of your estate could be eroded by federal and estate taxes. By drawing from a team of professionals, I assist in bringing an array of strategies to safeguard what you have built. Having the right guidance will help structure a plan to take care of the people who matter most to you.

  • About Marti

    Hi. I’m Marti Rogers, a financial strategist helping those whose goal is to have more money, time and freedom.

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    Marti Rogers

    Licensed Financial Strategist

    I have always been passionate about helping others excel and move forward in their lives with greater confidence and impact.
    I was compelled to become a financial expert after I took the role of advocate for the care of my mom when she was in the late stages of illness.
    Dealing with her estate after she passed was complex and difficult. But, I learned how money works and became more savvy about financial matters that affect everyone.
    However, I soon found that I was dismissed in the world of finance and saw it happening to others as well. I just couldn’t let that continue.
    I was already a natural advocate for others, so I used my expertise to help them with their finances so they could also be set free to pursue their purpose and goals.
    I find it extremely rewarding to help guide people through some of the most stressful times of their lives by helping them achieve clarity about their future and achieve certainty of their financial destiny.
    Now my life is bigger and my children have developed the confidence to structure their finances to secure specific goals most important to them. I can help you do the same for you and loved ones.
    I am licensed in state of California, Nevada, Washington, Texas, Massachusetts, New York and Maryland . If my clients don’t make money, I don’t either. I look forward to working with you!

  • What Clients Say

    Martha Arguello, Registered Nurse, Stanford, CA

    "Marti was there for me at a low and scary point in my life. She gave me the support I needed while facing sudden unemployment.

    She helped me get clear about my money goals and she worked with me to find better options for my long term savings.

    Already being a young widow, it has been critical for me to provide my daughter with the best education possible. while preparing for my future.

    I will always be indebted to Marti."

    Amber Wright, Artist, Spiritual Entrepreneur, and Financial Educator

    Near Seattle, WA

    I am so fond of Marti Rogers! She is my mentor and teaching me how to grow and develop in my new career. There is so much information and I am excited to learn what she has to offer. With ease, she takes me through the steps and provides the wisdom she has developed from experience. I love how she considers what is inside others: their needs, their ideas and dreams. She tailors her message and advice to fit other people's needs and goals. She knows that what works for one may not work for another.


    She listens and acknowledges others, genuinely wanting what is best for them. She empowers people with the knowledge they did not yet have and allows the space for them to make their own choices. Marti has helped me personally restructure my family’s future including positioning my children with a guaranteed financial stability later in their lives. What I know now gives me tremendous relief, that I have these things in place, brings a sense of stability I had no idea existed before.

    Leah Deguzman, Event Coordinator, Reno, NV

    "Marti is not only a loyal friend but a trusted advisor to me and my family. I have total confidence in her guidance.

    She recently helped my mom reposition her financial portfolio to ensure she has maximum security when she retires.

    This eliminates so much stress and uncertainty for my family. Marti is highly experienced and knowledgeable in this area and I know she cares."

    George White, Retired Police Officer, Boston, MA

    "Marti is the best! My wife and I just moved forward with a powerful financial plan and strategy to improve the projection of our retirement. She took great care to ensure we had knowledge and understanding so we could make the right decision.

    She has been patient and very thorough during the whole process. I have been telling family and friends to consider connecting with Marti as her knowledge makes a big difference"

    Jinx Kinslow, Kinslow Coaching & Consulting, Petaluma, CA

    I met Marti through the community of Thriving Women in Business in March of 2018. I got to know her a little bit within a group of women on a Mexican Cruise. Following the trip, we continued building a friendship, in which I learned she is a very sophisticated and savvy financial professional. Marti thrives from teaching, helping, and serving people, especially women, in all their financial aspects and needs. She is most compassionate and sincerely committed.


    Marti worked with me for several months, so that together, we could ensure the perfect investment/life protection plan for me and my family's needs. The plan also includes protections should I become ill or disabled, I can get funds for care, so my grown kids can continue to live their own lives. Throughout the application process, Marti was consistent in listening, follow up, communicating, and completing many tasks to get the policies to completion. Marti is the one female friend and financial professional with a loving heart of gold, along with a wealth of knowledge for us all.

    Jennifer Tinsley, Medical Administrator, Missouri City, TX

    "Marti has imparted so much of her wisdom into me so I can thrive in building my business.

    She has helped me to plan and think strategically in creating wealth and security for my family.

    Marti truly cares about my family's success! I am so grateful for her guidance and knowledge "

  • Contact Marti

    Reach out for a confidential money conversation with Marti today!

    By appointment only
  • The Marti Blog


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