Kerri Quinn · Former Vanguard Portfolio Manager
Everything you were never taught about money — finally handed over, in plain language, without the jargon.
A working session with Kerri built around your actual numbers and your actual situation.
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Work Directly With Kerri
Private sessions, group programs, and speaking engagements — all built around your actual situation.
Explore Coaching →Digital + Print Products
Self-guided planning tools for every major financial moment — from net worth to legacy planning.
Shop Workbooks →Always Free
Net worth, cash flow, and lifestyle cost calculators built around your real numbers — not someone else's.
Access Free Tools →Always Free
The StockMarketSweetHeart calculator tools show you your own numbers in real time, not a hypothetical example that may or may not apply to your life.
Calculate your complete net worth in minutes. Everything you own minus everything you owe, written down clearly for the first time.
Free · Net Worth CalculatorSee where your money actually goes versus where you think it goes. The gap between those two numbers is where everything begins.
Free · Cash Flow ToolThe true monthly and annual cost of your lifestyle — including the categories most budgets miss entirely. Know your real number before you build any plan.
Free · Lifestyle CalculatorWorkbooks & Digital Guides
Legacy Planning
Print workbook covering 17 sections — estate planning, digital life, medical history, and an Executor Action Plan.
Life Transition
Know your numbers, know what to protect, and walk into the most important financial negotiation of your life prepared.
Life Transition
A gentle roadmap through the financial decisions that cannot wait and the ones that can. One clear first step at a time.
Career & Income
The number in the offer letter is not the number. It's the opening. What to say, when to say it, and how to build the case.
Featured Workbook
The same financial framework Kerri uses with private coaching clients, built into a self-guided workbook. Twelve complete sections. Your numbers. Your plan.
I learned compound interest at twelve. I opened my first Roth IRA at fifteen. I spent twenty years inside the rooms where wealth is built — and I am here to bring what I learned there directly to you.
Meet Kerri Quinn
Kerri Quinn spent two decades in institutional finance, including as a Senior Portfolio Manager at Vanguard overseeing direct indexing strategies for high net worth clients. She has sat inside the rooms where serious money is managed and watched the same information get kept there while most people were told that investing was complicated.
She founded StockMarketSweetHeart because every person deserves access to that room — in plain language, without the condescension, and without someone trying to sell them something at the end of it.
What People Are Saying
I went into my divorce mediation knowing my exact net worth for the first time. I negotiated from a position of actual knowledge instead of fear. That one session was worth ten times what I paid.
I had been avoiding my bank account for two years. After one session with Kerri, I not only looked at the number — I built a real plan around it. The shame was replaced with clarity. That is not a small thing.
The My Money My Terms workbook is the thing I wish someone had handed me at 25. I am 42 and starting now. The workbook made me realize that is not a tragedy. It is a starting point.