Coaching

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What Is Money Coaching?

 

We all have a money story.

For most of us, it was written in childhood before age 7. Our earliest experiences with money are seeds that grow into beliefs that we carry with us into adulthood.

These beliefs impact our relationship with ourselves, our families, and the way we show up in the world.

Our money coaches can help you uncover inherited ideas about money, adopt a growth mindset, and empower you to build a better financial future.

Heal
Money Trauma
Overcome Limiting Beliefs
Build an Abundance Mindset

Courses

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Invest/Savings Optimizer Walkthrough

1 Session

Sign up for a 1:1 guided walk-through and analysis of your personal financial snapshot.

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Session 1: Invest/Savings Optimizer

Description

We’re often told we need to invest but no one tells us how much. We'll show you a full financial snapshot and provide personal recommendations for optimizing your current spending, saving, and investing.

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Money Coaching 101

1 Session

Sign up for a 3-session coaching package to build a better relationship with your money.

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Session 1: Money Bio

Description

We all have a money story. It is written for us through our direct and indirect experiences with money in our homes, with our family members and communities, and as a member of society. In order to take control of our relationship with money, we must first learn to examine our stories objectively and without judgment.

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Session 2: Parental Patterns

Description

Now that we know more about you're story, let's take a closer look at how you arrived here. What did you inherit from your family, your community, and society? What beliefs are serving you now and which ones are you ready to let go of?

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Session 3: Reclaiming your Narrative

Description

You know where you are, you know where you came from, and now it's time to write your next chapter. Together, we'll co-design small, but significant steps to help you achieve your biggest financial goals.

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Coming Soon: Quarterly Check-in

1 Session

Need an accountability buddy? Sign up for quarterly check-ins with the founding team to help you get on track and stay on track.

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Our Coaches

Kelsey Willock

Co-Founder & CEO

San Francisco, CA

Courtney Cardin, JD

Co-Founder & CEO

Freeport, Grand Bahama