Our Story
About Wealth
by Design.
A personal finance coaching practice built on one belief: wealth is not an accident. It is designed — step by step, dollar by dollar.
The Mission
Making financial clarity accessible to every family.
Most people don't need complex investment strategies — they need a clear, proven path and someone to walk it with them. Wealth by Design exists to provide exactly that.
We combine free digital tools — like a zero-dollar budget planner — with personalized one-on-one coaching to help families stop living paycheck to paycheck and start building real, lasting wealth.
The Wealth by Design Roadmap
- Phase 1Build Your Foundation
- · Create Your Safety Net
- · Eliminate Consumer Debt
- · Strengthen Your Foundation
- Phase 2Build Wealth Intentionally
- · Invest in Yourself
- · Invest in Your Family
- Phase 3Create Lasting Freedom
- · Own More, Owe Less
- · Build Your Legacy
About Our Founder
Lee Lambert
Lee Lambert is a personal finance coach who believes that money should create freedom—not stress. As an active Air Force Officer with advanced degrees in Engineering and Computer Science, Lee has built his career around solving complex problems, creating effective systems, and helping teams accomplish difficult goals. He brings that same mindset to personal finance.
But financial coaching is more than a professional interest for Lee—it is a passion. He has seen firsthand the difference a clear financial plan can make: the stress that comes from living without one, and the confidence and freedom that come from eliminating debt, building a strong foundation, and knowing exactly where your money is going. Those experiences are what drove him to help others experience that same transformation.
Lee believes financial success isn't rocket science. You don't need to know everything about investing, earn a six-figure salary, or have a perfect financial history. You need a proven plan that fits your life, a clear path forward, and the discipline to take the next right step. His strength is taking something that can feel overwhelming and turning it into a practical, understandable plan you can actually follow.
Through Wealth By Design, Lee enables couples and individuals (like yourself) to navigate every stage of his 3-Phase Wealth Building Roadmap—from establishing a strong financial foundation and eliminating debt to building lasting wealth and creating a legacy for the next generation. His goal isn't simply to tell people what they should do with their money. It's to help them understand their finances, build confidence, and create a plan that gives them the freedom to live intentionally, on their terms.
Who Wealth By Design Coaches
Active-duty military and veteran families
Couples who want to get on the same page about money and stop the arguments
Individuals drowning in debt looking for a structured way out
Families who earn good money but can't seem to build savings
Anyone ready to stop wishing for financial freedom and start designing it
Ready to design your wealth?
Book a coaching session and find out exactly where you are on the Wealth by Design Roadmap.
Book a Coaching Session