Financial
Coaching & Consulting
Services
My clients receive financial counseling and financial tools that aim to encourage healthy, productive communication with employers and family around money and finances.
I also guide you through the process of understanding your money values in order to help you build a legacy for your family.
One on One
Personalized Money and Investment Coaching
My one-on-one money and investment coaching programs follow best practices in financial planning.
Each program is tailored for the specific issues or concerns of the client, and takes into account the client's money history with the end goal being to help the client make more confident long-term personal finance decisions.
One on One
Personalized Money and Investment Coaching
Have you “run the numbers” to understand how you are currently positioned with your money and how your investments today can support you later in retirement?
Do you understand your relationship to money, and as a result, how your “money narrative” drives your investment and spending decisions?
Are you planning for a major mid life change and would you like to understand how to be more prepared with your financial decisions?
Do you want to be a more self confident investor and would you benefit from having a sounding board?
All of these questions and more can be answered through my one on one money and investment coaching programs which follow best practices in financial planning. Each program is tailored for the specific issues or concerns of the client, and takes into account the client’s money history with the end goal being to help the client make more confident long-term personal finance decisions.
Corporate Consulting
Financial Wellness
Wiser Wealth believes that financial wellness is a cornerstone in employee retention at every level of an organization, and a “must provide” benefit to high performing management.
We help HR professionals, psychologists and corporate coaches build Financial Wellness programs that include tailored content delivered online as well as in person one on one consulting for key employees.
Corporate Consulting
Financial Wellness
According to PWC’s Financial Wellness Survey 2017, nearly 50% of employees spend over 4 hours a week at work worrying about financial stressors in their lives.
Nearly 46% believe they will need to work well past retirement age and less than one third feel on track for retirement.
Wiser Wealth believes that financial wellness is a cornerstone in employee retention at every level of an organization, and a “must provide” benefit to high performing management. We help HR professionals, psychologists and corporate coaches build Financial Wellness programs that include tailored content delivered online as well as in person one on one consulting for key employees.
If you would like to incorporate Financial Wellness into your overall employee benefits package, contact us for a consultation.
My Philosophy
My philosophy is that while everyone needs to have a core financial plan and strategy in place to meet financial goals, most anyone is capable of managing their own investments over the long term.
As a fee-based consulting and coaching service, with a zero-commission, zero-conflict of interest policy, I will also help you hold those involved with your investments accountable.