How I Help You

A fee-only independent financial planning firm committed to empowering women and young professionals with smart money strategies. The WCFW’s customized Passion Inspired, Purpose Driven™ wealth coaching system helps clients develop confidence that comes from experiencing positive results. Our mission is to help you realize your desired outcome with ease.

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Comprehensive Financial Planning

The most common practice among clients involves working one-on-one with a Certified Financial Planner® over an extended period of time.  By paying a monthly subscription and initial retainer, you get continuous access to your wealth coach who works with you to design your comprehensive plan. Next, your wealth coach holds your hand while holding you accountable to implementing your customized strategies.  Throughout the coaching engagement, your plan is monitored and adjusted to keep you moving toward your desired outcome.

Segmented Plans and Hourly Consultations:

Just need a little direction to get you moving forward?  Segmented financial planning engagements are frequently single topic or single goal minded. Have questions about your debt?  Should you accelerate loan payments?  Let’s review and come up with a strategy to help you avoid costly mistakes.   What about your savings strategies? Should you fund a retirement account, or save for a short term goal?  These are some of the most common questions we get where a segmented plan or hourly engagement may be appropriate.  I am committed to helping you determine the best fit to give you the level of support that makes sense for you.

Money Coaching Core Process:

Money Coaching is a new field where the financial services industry is combined with the field of financial psychology.  It is a distinct coaching program designed to help you solve common problems associated with money choices, patterns, and the day-to-day management of money issues. People often have unconscious patterns, beliefs and behaviors around money that prevent them from fully experiencing their true potential. Money Coaching supports you by helping you identify and move beyond these restrictions.

  • 4 weekly lessons that help identify underlying “hard-wired” patterns.
  • Determine core issues that stem from this patterning
  • Help you gain awareness and understanding of what you want to change
  • Help you gain insight regarding your unconscious behavior and beliefs

First Month:

  • Lesson #1, Your Money Bio
  • Lesson #2, Mother/Father Mirror Exercises
  • Lesson #3, Money Type Quiz
  • Lesson #4, Life Inventory

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Asset Management Services

Investment options can be overwhelming.  Choosing an investment and the type of account that is aligned with your goals can seem daunting.  There’s a lot of moving parts to navigate and many decisions to be made.  Trying to figure it all out alone can be stressful.  I help ease your concerns by guiding you through the maze. You are given the support you need to make objective decisions based on the strategy that aligns with your desired outcome.  That is how we empower you with smart money strategies!

The Wealth Coach for Women is a fee-only practice.  Assets managed by the firm are charged a fee that is based on the account balance.

Investment Consulting Services

Just need a second opinion, or direction with an employer sponsored investment account?  Investment consulting services in the form of oral advice and written recommendations may be what you need to feel confident you are making thoughtful choices. You will get a recommended strategy that you will implement on your own.  Since your account is managed outside of the firm, trades and ongoing reviews are your responsibility.  You have the sole discretion to accept or reject the firm’s advice.

Learn More with a Free 30-Minute Money Makeover

If you'd like to learn more about how we can help you, click here to arrange a free 30-minute conversation with me. We'll chat about your needs, your goals, and what steps are right for you.

Certified Money Coach
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