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 has spent years helping families take control of their money. His coaching philosophy is grounded in the belief that financial success isn't about earning more — it's about having a plan and the discipline to follow it.
After experiencing firsthand the stress of living without a financial plan — and the freedom that comes from eliminating debt and building savings — Lee became passionate about sharing a structured, step-by-step approach with others.
Today he coaches individuals and couples through every stage of the 3-Phase Wealth Building Roadmap, from building a financial foundation all the way to creating generational wealth.
Who Lee Coaches
Couples who argue about money and want to get on the same page
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 free discovery call and find out exactly where you are on the Wealth by Design Roadmap.
Schedule a Free Call