Transform Your Finances, Transform Your Life
At Happy Heart Finance, we empower you to break free from financial stress and build a life aligned with your dreams. Through personalized coaching, proven strategies, and a holistic approach, we’ll help you master your money mindset, optimize your finances, and live your best life.
Take the First Step
Mind, Body, Money
A 6-week coaching experience designed to help you break free from financial fear, rewire limiting beliefs, and build healthy money habits that actually stick. (coming soon)
Travel Hacking Workshop
A workshop on using credit card sign-up bonuses and points to travel for almost next to nothing. You'll leave knowing which cards are right for your goals, how to earn your first free flight, and how to avoid the traps that catch most beginners
Resources
Discover the essential tools and resources to support your financial journey. From recommended apps and software to our exclusive freebies and trusted affiliate links, this curated collection is designed to simplify your finances and help you succeed with ease.
Explore Our Resources
Hi, I'm Dave. I’ve been thinking about money since I was a kid watching interest compound in a little credit union passbook.
I've chased stock tips and lost. Survived the Great Recession. Discovered index investing, van life, yoga, and eventually a completely different relationship with what money is actually for.
Happy Heart Finance grew out of that journey. It's where practical financial strategy meets the human behind the spreadsheet. Things that are perhaps even more important than the numbers: your mindset, your nervous system, the psychology that drives behaviors, your real life. Because the numbers only work when the person running them feels grounded, clear, and connected to what they actually want.
Whether we work together one-on-one or through a program, I'll bring the tools and the heart. Let's build a financial life you're genuinely excited to live.
Book a free Clarity Call with DaveStart Your Journey to Financial Freedom
Get instant access to our Financial Freedom Checklist—a simple, step-by-step guide to help you take control of your money, reduce stress, and create a life you love.
