About Me
Welcome! I’m Marielle Dagassan.
After graduating from Indiana University’s Kelley School of Business, I began my finance career working on Wall Street at Goldman Sachs in New York City.
I am driven by a passion for financial education and dedicated to equipping you with the skills and tools for financial success.
Leveraging my expertise in Private Wealth Management, I’ve launched a new venture to bridge the financial literacy gap and empower you to take control of your financial future.
As a dual French and British citizen, you can find me indulging in the vibrant cultures of Europe and skiing in the Swiss Alps.m
Financial Coaching
BASIC
Basic Package
3 SPOTS LEFT!
Want to get started on the basics and understand what investing even is? Stop right here! I will guide you through the ABCs and help you get organized with your finances to build the foundation for your most extraordinary financial future.
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$997
What’s Included:
3 1:1 Sessions
ELITE
Elite Package
2 SPOTS LEFT!
Want to build your first MILLION-DOLLAR portfolio? I take you through my 5-step process that gets you managing your money with confidence and together we’ll create your million-dollar portfolio with zero stress and maximum fun!
⎯
$2,997
What’s Included:
5 1:1 Sessions
Bonuses:
Money Mindset Masterclass ($597 Value)
Money Mindset Masterclass ($597 Value)
MASTERY
Mastery Package
1 SPOT LEFT!
Want to dive even deeper? This package is an all-inclusive where I bring you up to speed on EVERYTHING I know about investing. We refresh the basics, build your million-dollar portfolio, and go further to give you the full scoop on investing.
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$4,997
What’s Included:
10 1:1 Sessions
Bonuses:
Money Mindset Masterclass ($597 Value)
Money Mindset Masterclass ($597 Value)
Advanced Investment Topics ($997 Value)
Testimonials
"It’s been fantastic having Marielle work with our daughter as her Financial Coach. We feel this is a long-lasting relationship. Marielle is wise beyond her years, and has an impressive resume, having worked with the heavy hitters on Wall Street. She explains financial jargon in terms that are easy to understand. She’s a go-getter and I’m glad we’re on her team!"
Shannon & John Favole
Palm Beach, Florida
"Amazing experience that actually taught me how to consciously spend instead of limit myself. I feel like I am able to enjoy my time more now that I’m aware of what I am spending and where my funds are going. This experience also made me feel more independent and in control of my expenses."
Celine C.
Scottsdale, Arizona
My 5-Step Process to Master Investing:
If You're A Parent:
I am looking for parents wanting to invest in their child’s future🏫
I am on a mission to teach your young adult the key principles of investing and becoming a steward of your wealth.
If you are interested in a no-obligation Starbucks or Zoom meeting, availability begins Monday, May 13th. It would be an honor to serve you and your family.
