Financial Coaching

with Foundation Wealth Strategies

Clarity. Control. Confidence.

If you're feeling overwhelmed, behind, or unsure of where to start or what to do next with your money, you're not alone.

Financial coaching helps you get clear on your goals, build a plan, and take control of your money.

We work together to:

Build a financial strategy that fits your life, not a one-size-fits-all template. You’ll walk away with a plan you understand and can follow with confidence.

Break down complex topics like insurance, taxes, and investing into clear, actionable steps so you're no longer stuck or second-guessing.

Turn your income into a powerful tool by creating a system for managing cash flow, making progress on goals, and building long-term financial security.

How Coaching Supports Your Financial Foundation

Financial coaching supports you through a focused, one-on-one partnership designed to meet you exactly where you are, providing support at any stage of your financial journey.

    • Evaluate, review, and organize your budget and monthly expenses to ensure they align with your financial goals

    • Develop a sustainable plan to manage or eliminate debt, including student loans and credit card balances.

    • Understand your workplace benefits (such as 401(k), HSA, and insurance) and utilize them strategically.

    • Navigate the basics of taxes so you feel confident and informed.

    • Learn how to evaluate investments, such as stocks, index funds, or real estate, from a foundational perspective.

    • Understand financial products (insurance, annuities, retirement accounts) that could best fit your lifestyle.

    • Create a plan for saving toward your children’s education without sacrificing your own financial goals.

Financial coaching is not the same as investment management, tax preparation, or a one-size-fits-all plan. It's a conversation, a strategy session, and a partnership built around your goals, not determined based on your net worth.

Unlike traditional financial advisors who primarily manage your assets, financial coaches empower you to understand your financial picture and take confident action with the guidance of an unbiased, educated planner.

Financial coaching supports real people at every stage of life. Whether you're just getting started, rebuilding, paying off debt, planning for college, or investing in real estate or a business, coaching provides a space for you to grow with clarity and support.

How Coaching Differs from Traditional Financial Advice

Let’s build your

Financial Foundation

  • This 15-minute call is designed to help you get clear on your next best financial step whether that’s coaching, exploring a specific strategy, or simply learning more about your options.

    Here’s what we’ll cover:

    • What you’re hoping to improve or change in your financial life. Whether that’s saving more, building long-term wealth, or accessing your money with more flexibility.

    • How the financial coaching process works and what’s included in our coaching packages.

    • Whether coaching or another service is the right fit for your goals and current situation.

    • Your next best step, even if it’s not coaching. You’ll leave this call with clarity and a better understanding of your options moving forward.

  • The Coaching Package includes

    • Comprehensive evaluation of your current financial situation

    • Six 60-minute 1-on-1 coaching sessions via Zoom or phone

    • One follow-up session (30–60 days after your final session) to review progress and next steps

    • Custom strategy development for saving, budgeting, debt, insurance, and investing

    • Access to templates, tools, and step-by-step guidance to help simplify and organize your finances

    • Access to email support between sessions for continued guidance and clarification.

      Price: $750