Sareeta Lopez
SAREETA LOPEZ
Pronouns: She/Her
Sareeta Lopez is a queer, neurodivergent, trauma-informed financial coach dedicated to supporting QTBIPOC and individuals managing chronic illnesses. Certified through the Trauma of Money program and You Need a Budget, Sareeta combines professional expertise with personal experience to create a safe, empowering space for clients to explore their relationships with money. Through 1:1 coaching, group programs, and accessible digital resources, Sareeta focuses on helping clients align their finances with their values, fostering long-term stability and confidence. Grounded in care, cultural sensitivity, and education, Sareeta is committed to making financial wellness accessible and meaningful for marginalized communities.
VIRTUAL SERVICES
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Description: There are 3 packages to choose from. The most popular is the Progress Package. The Progress Package is more than a budget review. It allows you to dig into your money mindset and build new financial habits over 3 months. Great if you have specific short-term goals. Includes a budget spreadsheet, debt paydown plan, 6 biweekly 50-minute sessions, guidance in unpacking your relationship with money, a structured approach to goal setting, personalized action plans for short-term goals, progress tracking, and accountability
Access: Virtual.
Price: $600 / $1,200 / $1,800 (CAD) sliding scale.
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Description: Workshops are available for organizations and individuals. Workshops include a variety of light-hearted and purposeful activities that aim to facilitate unpacking attendees' understandings of capitalism and money trauma, where these come from, and how we can expand and enrich our perspectives on them.
Access: Virtual.
Price: $1,000 CAD for organizations; $500 for nonprofits; sliding scale $100 / $200 / $300 CAD per seat for individuals.
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Description: Empowered By Money is a self-paced course on personal finance with a trauma-informed lens. This is a great stand-alone resource and an alternative to workshops for individuals and teams.
Price: Sliding scale $47 / $97 CAD.
Access: Grab the course here.
CONTACT SAREETA LOPEZ
Sareeta Lopez combines expertise, lived experience, and compassion in her work as a financial coach. As a proud Indo-Fijian, first-generation professional, and someone navigating chronic illness, she deeply understands the unique challenges faced by disabled queer people of colour and approaches every client with cultural sensitivity and care. Based in Vancouver, Canada, and certified through the Trauma of Money program and YNAB, Sareeta empowers QTBIPOC and individuals with chronic illnesses to rebuild their relationship with money, create value-driven financial strategies, and gain confidence in their financial decisions. Her dedication to equity and inclusion, coupled with her commitment to fostering supportive, judgement-free spaces, ensures every client feels seen, valued, and empowered throughout their journey.
