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Larissa Steffen

“I help young entrepreneurs and professionals in the US eliminate debt, build wealth, and retire (early, if that’s your goal)”

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About Me

Larissa Steffen, ABFP, WMS

● Accredited Behavioral Finance Professional ● Wealth Management Specialist ●

A little about me - I was stupid in my early 20's. Not only did I not save a dime, but I way outspent myself and landed in a lot of debt.

Within 1 year of deciding I needed to improve my financial situation I was able to significantly reduce my debt, increase my income, and purchase a home in my 20's.

Now I'm on a mission to help young professionals eliminate debt and build their wealth.

There's an extreme lack of proper information out there, so I learned as much as I could, and now use my knowledge to help others.

My journey began in 2020 when the pandemic changed our economy drastically. I knew there was a need for more financial education, so I decided I would dedicate myself to helping others. I became obsessed with money as a tool to improve your lifestyle. I learned everything there is to know, and I quickly found that with the proper knowledge, you can eliminate debt and build wealth much faster than you thought.

That's why I developed my exclusive Worried to Wealthy Framework - a personalized plan that will meet you where you're at, and move you forward.

My experience in Psychology and Behavioral Finance will help us dig into the why behind your actions. Why are you spending so much? Why can't you save? Why can't you stop using the credit card? We'll explore it all and give you practical solutions that don't leave you feeling restricted.

My team at Spectrum Synergy Group will assist us in planning for any financial goal you have. Tax attorney's, investment professionals, and retirement specialists are just a few professionals I've aligned with to provide the best service possible.

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