How We Help
Every level of support,
starting for free.
Start with our free tools and add coaching exactly when you need it. Each option builds on the last — you never lose what you already have.
Free Tools
Start here — no card required
Everything you need to understand your finances and get moving on your own. Our tools are free forever and live in your personal dashboard!
- Zero-dollar budget planner (save & edit anytime)
- 3-Phase Wealth Building Roadmap tracker
- Full blog library organized by phase
- Personal dashboard to track your progress
Budget Analysis
Get expert eyes on your numbers
Submit your budget and a Wealth by Design coach will review it line by line, identify gaps and opportunities, and update your coaching session board with a written analysis and specific next-step recommendations — no call required.
- Coach reviews your saved budget in detail
- Written feedback on how to get further, faster
- Personalized next-step recommendations
- Roadmap placement — clarity on exactly which phase you're in and how to get to the next phase
Single Session
Your first step toward real clarity
A 20-minute discovery call followed by a 60-minute coaching call where your coach learns your goals, your current situation, and your biggest obstacles. You leave with a clear, personalized action plan.
- A 20-minute discovery call (live, 1-on-1)
- Goal setting and current-situation deep-dive
- Session notes and action plan delivered after
- Coach-recommended next steps on the Roadmap
3-Session Package
The complete coaching experience
Most people need about 3 sessions to get on the track they want — and then to stay on it. Monthly sessions plus check-ins in between give you the structure and accountability to actually get there.
- Three 1-on-1 coaching sessions (~1 per month)
- Check-in texts and emails between sessions
- Full Roadmap review and adjustment after each session
- Accountability partner through the hardest stretch
- Support as life changes — not just a one-time snapshot
Every paid option includes permanent access to all Free Tools — you never start over.
The Process
What a coaching engagement looks like
01
Discovery Call
A free 20-minute call to understand where you are, what you want, and what's getting in the way.
02
Full Snapshot
We map your complete picture — income, expenses, debts, and savings — and place you on the Roadmap.
03
Your Plan
You leave every session with a specific, written action plan tailored to your exact situation.
04
Ongoing Support
Check-ins between sessions keep you accountable and on track as life throws curveballs.
Why 3 Sessions?
Most people need about three conversations to change a habit.
Session one is discovery — understanding where you are. Session two is momentum — working through the hard parts together. Session three is confirmation — making sure the plan sticks. After that, most clients can carry it forward on their own.
Session 1
Discovery & Blueprint
Goals, budget snapshot, Roadmap placement, and your first clear action plan.
Session 2
Momentum & Adjustments
Check progress, troubleshoot obstacles, and refine your plan based on what happened.
Session 3
Confirm & Launch
Lock in the habits, answer remaining questions, and make sure you have everything to carry on.
The best time to start was yesterday.
The second best time is right now. Book your free discovery call and find out exactly where you stand.