We are a team of personal coaches that help people money intentionally, so they can live that way too. We work with people to overcome the emotional roadblocks that come with money, set financial goals, and achieve them.
We are for anyone who needs help navigating the emotional and confusing rollercoaster that is money.
Our coaches are certified experts trained in both the behavioral and personal finance side of money. They’ll help you understand your relationship with money, organize your financial life, help you identify and build your life goals, and establish and uphold personalized habits and behaviors around money.
We Money coaching is about helping you achieve your financial and life goals, by addressing both the numerical side of personal finance (i.e. how much you should save, what to prioritize, how to budget), and the behavioral side of money (i.e. why you might struggle to save, how to build healthy habits around money, or how to overcome the stress around financial decisions).are for anyone who needs help navigating the emotional and confusing rollercoaster that is money.
Financial Advisors are more like money managers. They help you understand your investment options and help you pick the right investments for your portfolio. They generally take on clients with a minimum amount of wealth, meet you a few times a year, and often have complex fee structures.
Unlike a financial advisor, our Money Coaches don’t handle your money, and won't provide investment recommendations. Rather, they do the more important work of helping you face the emotional and behavioral challenges you may face, while pursuing your life and financial goals. They’ll be with you as often as you need to provide insight, knowledge, support, encouragement, accountability, and actionable tools to help you make informed decisions.
Start by taking the Money Quiz here. From there, you’ll be able to sign up for monthly coaching.
When you sign up, you’ll be paired with your personal Money Coach. They will work with you to understand your full financial picture, and help you define key goals and outcomes.
Your coach will be available to you by text. They’ll check in with you regularly, give you guidance on what to do and when, and ensure that you’re on track while helping you stay motivated!
You’ll also be invited to monthly group-coaching calls to work on other money issues. It’s a great opportunity to meet others in the community.
Your membership to the service includes:
We think of financial goals and life goals as one and the same.
We’ll help you with goals and decisions including:
Yes! All your information is managed in accordance with local information security requirements and anything you share with your coach is confidential.
We work at your pace. We’ll push you if you want us to, or back off if you want to take it easy. That said, we typically see our clients benefit from 3-4 months of coaching. That’s when they’re able to get financially organized, build a healthy relationship with money and start achieving their goals.
You can cancel your membership at any time, and the service will be available to you until the end of that billing period.