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Improve financial strength in cash and credit management, leveraging assets, capital allocation, risk mitigation, and financial flexibility to changing economic conditions.
Coach executive seeking great business unit responsibilities with financial and capital allocation strategies, industry metrics, and business solutions to yield improved margins
One-on-one personal finance and wealth building coaching program for director and above corporate leaders beginning to accumulate wealth and wanting to advance their financial knowledge, develop a personal plan, and have thoughtful conversations with their financial professionals. Limited availability.
Our
Newsletter
A professional development newsletter to improve your financial flexibility and freedom to embrace any future.
"Your best mentor is your future self, the one you dream of."
Rachel C. Ybarra, CPA | CGMA
Feedback from Others
as a leader and a mentor
MOTIVATION
"I want to thank you for being so available, sincere and responsive – You’re leading by example and that is something that is so incredibly motivating although has been harder to come by these days."
- Male Leader
WHAT LEADERS SAY
"You always demonstrate a "roll-up your sleeves" attitude. Love your ability to think big and also get your hands dirty in the details."
- Male Leader
PARTNERSHIPS
"You have been one of my very best and favorite partners- I’m so excited for your new journey.... I’m thrilled for you and the lives you will impact."
- Male Leader
BE THE CHANGE
"It's been a crazy year. I really took what you said in our last meeting to heart (you have to find what makes you unique). At the time, I was not happy in my current position but ultimately decided to make the most of it, as a result I launched a Latino Employee Resource Group at my company...and it has been one of the most fulfilling things I've experienced. Thank you for encouraging to be the change that I want to see."
- Female Leader
REFLECTIONS & GRATITUDE
"I am just feeling a lot of gratitude today for how far I have come since that first day and how hopeful I feel about my future. I have learned so much and increased my technical and leadership skills. I did not see this path for myself initially, but I am so glad I am here. Thank you for your constant support, mentorship, encouragement, and advocacy. It means everything!"
- Female Leader
TECHNOLOGY LEADERSHIP
"Thank you so much for all the knowledge and wisdom that you shared with me through-out the years. I owe much of my current success to you as you sharpened my skills and enabled focus on my strengths. I am confident that you will make a significant impact on our Hispanic community. In fact you already have, with all the people that surround you…even if you have to reach them one by one."
- Male Leader
FINANCIAL MENTEE RISING LEADER
"Thank you! Thank you! Thank you! Absolutely no idea how much this means to me to truly have genuine mentors like you both guiding folks...in our careers. Even double clicking into important topics like finance. Means the world to us, you don't even know!"
- Male Leader
STRATEGIC SUPPORT
"Rachel, thank you for supporting this vision and helping us get the word out! I'm ecstatic to see what is yet to come....Yes, we're getting international recognition. Love it!"
- Female Leader
BUILD YOUR SUPPORT NETWORK
“Rachel, I want to thank you so very much for all that you do. I really appreciate you….you are making a big impact. You are right; I don’t have many people who look like me around.”
- WOC Leader
WHAT MENTEES SAY
"I have participated in mentoring circles for a number of years and Rachel's is definitely among the best. The topics are timely, people feel comfortable speaking freely and I always feel that Rachel is genuinely engaged in our group and in the topic."
- Female Mentee
NEXT GENERATION OF LEADERS
"I wanted to...express our gratitude for taking time out of your busy schedule today for us to interview you. It was really great talking to you about your career... We particularly enjoyed learning and hearing about how much you support individualism and how you effectively tackle conflicts..."
- Male College Student
INFLUENCING LEADERSHIP
"This has been such a valuable career experience, and I know that I have leaders like you to thank for that. I will always look back on this experience with a lot of fondness and continue to pass the kindness you've shown me to others. As we've said before, I'll be staying in touch."
- Female College Intern