Financial Coaching

Maintain Your Financial Health & Stability

The Wealth Habits Café provides accountability for when you have mastered the basics and have good momentum going. This usually happens after a period of private coaching and spending time digging into how to build capacity for investing and making an impact. In this program, you get to choose a new lesson every month and attend a private coaching call every quarter. Monthly e-mail check-ins ensure you stay on track. If you ever need more, you can get a discounted rate when booking a Deep Dive, or switch back into private coaching.

Define Wealth

Craft Your Vision

Define what being wealthy truly means to you and how it looks and feels in your everyday life

Define what really matters to you and what the finish line looks like

Grow Wealth

Cultivate Lasting Habits

Learn transformative habits and skills that help grow your capacity to support wealth

Learn the habits you need for investing and growing wealth

Protect Wealth

Safeguard Your Progress

Engage in discussions about current financial challenges and discover strategies to preserve and enhance your financial accomplishments

Protect your wealth from disappearing before its time

Enjoy Wealth

Thrive Today and Tomorrow

Develop the necessary mindsets and habits to fully enjoy your wealth now, while securing a satisfying future

Member Benefits

Monthly Email Check-Ins to reflect, plan, refine goals, and stay accountable
Personalized Money Management Tools bring clarity and confidence in your decision-making
Continuous Growth Opportunities with a new wealth habit lesson picked each month
Track Your Success with structured check-ins that help monitor and celebrate your progress
Monthly Deep Work Sessions where you can drop in and get stuff done. We'll all have our heads down to work (with occasional breaks to ask questions and say hi)
Quarterly Private Coaching Call to review and refine your Growth Plan

Wealth Habits Café Accountability Calls