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 questions to the Wealth by Design team, and a coach will be assigned to review it using Wealth by Design tooling and principles — identifying gaps and opportunities, then updating 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 focused 60-minute coaching call where your coach works through your goals, your current situation, and your biggest obstacles. Fill out a short intake beforehand so the full hour is spent on your plan.
- Online intake — your budget, goals, and notes for your coach
- Full 60-minute live 1-on-1 coaching call
- 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
Complete Your Intake
Fill out your budget, goals, and notes for your coach online, at your own pace, before your session.
02
Your Coaching Session
One full 60-minute 1-on-1 call — your coach has already reviewed your numbers, so the whole hour goes toward your plan.
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?
Every session leaves you with a real, working plan — not just closer to one.
Each session stands on its own with a concrete result you walk away with. Session one sets your foundation with a full financial snapshot and a written plan you can start on immediately. Session two proves it out and sharpens it based on real results. Session three confirms the system holds on its own — most clients carry it forward with confidence from there.
Session 1
Foundation & Blueprint
A full financial snapshot, your Roadmap placement, and a written action plan — ready to use the same day.
Session 2
Momentum & Proof
We verify what's working, fix what isn't, and you leave with a refined plan tested against real results.
Session 3
Confirm & Launch
Your system is proven to hold on its own — habits locked in, questions answered, fully equipped to carry forward.
The best time to start was yesterday.
The second best time is right now. Book your coaching session and find out exactly where you stand.