NerdyBird is two years old!
We are growing..
In January 2023, NerdyBird very quietly turned two! Yes, it’s been action-packed* here in a quiet kind of way.
Here’s why.
I’ve been in an intensive learning program to become a Certified Financial PlannerCM. Excited to share that as part of the program, I have completed the specialist certifications in Investment, Retirement, Tax, Risk and Estate Planning.
Clients at NerdyBird experience a holistic financial wellness journey of awareness → planning → action with their money. Book a 15-minute session free of charge to Dip Your Toes and learn what this journey could look like for you.
I am now in the last leg of exams and assessments for the CFPCM, and intend to complete the certification by mid 2023.
From then on, we plan to launch exciting financial wellness programs at scale, to help more women get confident with money.
And, oh yes, NerdyBird has also quietly moved from I to We. Introducing Sreelakshmi, aka, Sree.
Sreelakshmi joins me as a Financial Wellness Coach and Founding Member at NerdyBird. Sree brings over a decade and a half of work experience in Investment Banking Operations, Risk Management, Financial Research, Taxation, Writing and Coaching. She is a CFA (ICFAI University) and a Certified FRM (GARP) by education.
Her passion for simplifying complex financial concepts led her to create berupeewise where she dabbled in no-code and sketching to create digital products like a financial goal calculator that will tell you how much you need to save per month to reach your goal, subscriptions tracker (using this was an eye-opener for many) and a personalized, customized expense tracker that will help you track your expenses more effectively. All her MVPs were loved by users and she got an average user rating of 4.8 for her products, and one-on-one coaching sessions.
What made Sree and I click is our common passion to help more women get confident with money, by combining our nerdy interests in personal finance with wellness, life coaching and tech!
Sree offers 1:1 financial wellness coaching, and is spearheading the design of our group programs. You can reach her at sreelakshmi@nerdybird.in.
Join me in welcoming Sree, and, stay tuned for insightful newsletters authored by Sree and me, to help you in your journey of financial wellness.
* We will share a detailed update on what NerdyBird’s been up to this year as part of our financial year-end newsletter.