What is a Wealth Coach?

A wealth coach provides unbiased education, planning and recommendations to guide toward achieving the client’s definition of wealth. We all have stories about wealth that we have developed over our lifetimes, but which ones are useful and which ones need to be re-written? Through wealth coaching, the client is able to identify their dreams, work through any obstacle thoughts and then take clear, inspired action toward their goals.

Learn about money, wealth and finance in a safe and caring environment. We help educate and coach individuals toward their financial goals without shame, judgment or embarrassment. The ultimate goal is to empower clients to understand the language of money so they can live an wealth inspired life.


Who Do We Help?

Shame/Anxiety/Fear Around Money
  • Have you felt fear or anxiety when talking about money?
  • Is your sense of success and wealth out of balance?
  • Are you worried that what you have isn’t enough?
  • Are you holding on to stories or experiences about money from years ago?
  • Would you like help communicating with family about finances?
  • Are your finances affecting your self-esteem, self-worth or self-confidence?
Education About Money Basics
  • Are you feeling left behind from a lack of financial education?
  • Do you know how your financial portfolio affects your daily life and relationships?
  • Are you looking for assistance beyond financial products or an existing financial portfolio?
  • Do you need help defining the legacy you want to leave for future generations?
Our wealth coaching services make a great gift for those you love looking for a wealth inspired life.

Focused Coaching 

One Session; 90 Minutes 

We will get focused during this session to work through the money story that is holding you back the most. We will identify the block, reveal its source, and give you the tools to work through it going forward. Click below to schedule a complimentary 30 minute discovery appointment to get started.

Schedule Discovery Appointment

Traditional Life Coaching 

Four Sessions; 60 Minutes Each

Your wealth coach will work with you to remove the money blocks that have built up over time and re-write the old stories that are no longer serving you. You will start to understand money and wealth in a new way as you work toward your financial goals. Click below to schedule a complimentary 30 minute discovery appointment to get started.

Schedule Discovery Appointment

Online Courses, Workshops and Monthly Memberships

Subscription Based or Individual Courses

Learn about money and finances on your own schedule and from the comfort of your own home. Through these online courses, workshops and monthly memberships, you will learn the basics of personal finance, money management and investing.

Browse Courses

Not sure where to start? 

No matter where you are on your journey, we are happy to talk with you about your unique needs. Set up a complimentary 30 minute discovery appointment and let’s see if we’re a fit.