Coaching

With over two decades of financial coaching experience, I passionately equip, empower, and encourage individuals and couples to achieve financial wellness, experience peace, and invest in future generations.

Whether you are financially secure, financially stressed or somewhere in between, I will come alongside you to provide answers to your financial questions, solutions to your financial problems and a pathway to your financial goals.  With the heart of a teacher and a wholistic strategy, I will share considerations for you to ponder so that you are equipped to make sound decisions that position you to thrive.

Clients can expect to focus on various topics during their coaching sessions including:

• Cash Flow Planning

• Debt Elimination

• Savings Strategies

• Wealth Building

• College Planning

• Income Optimization

• Net Worth

• Home Ownership

• Insurance Coverage Checklist

• Legacy Planning Checklist

• Money Partners

• Financial Oneness Strategies (for couples)

• Their most pressing financial needs

• and more…

Although clients are able to book one session at a time, I encourage them to make a three- to six-month commitment in order to maximize their coaching experience. After uncovering counterproductive habits and replacing them with sound solutions, clients will need time to develop new rhythms with their money. However, they can rest assured that their investment will yield life-changing fruit. I’m eager to work with and for you!

COACHING OPTIONS*

To learn which coaching option is best for you, click here to schedule a 30-minute free consultation.

*Coaching fees will be discussed during the free consultation.

Disclaimer:  While Manage Well Financial does not sell investment/insurance products or provide tax planning, Leslie can point you toward licensed professionals as needed.