In the Pursuit of Wealth

WHAT WE DO

Uncover new ways to manage your cash flow, grow your wealth, and live a life that reflects your accomplishments.

In my coaching service, I am focused on supporting you in developing skills to create a happier outlook, and greater financial success. I do this by helping you optimize your money through:

Money Mindset
Wealth Building Strategies
Debt Management and Optimization

IPW Personal Financial Coaching – Signature Program

One-on-one financial coaching sessions via video conferencing, or in-person.

IPW Topic Coaching

Need support with a particular topic? Consider this coaching service if you are navigating a life change and would like to work on a specific financial issue.

Also ideal for returning customers seeking a refresher.

Financial Seminars

Presentations and speaking engagements on personal finance for businesses and non-profit organizations.

How 1 on 1 Coaching works

Phase I: Discovery

Discovery follows our client consultation.

This is where I get to learn about what motivates you. We spend time understanding your current financial situation, challenges, goals, and money values.

Phase II: Deep Dive

Collect and review the details of your financial life.

I listen to you and we craft a plan together based on your unique needs. I work alongside you and support you in meeting the goals you have for yourself. This isn’t just about your money, it’s about the whole you.

Phase III: Ongoing Support

We monitor progress towards your goals.

I provide you with ongoing support throughout this phase. Each coaching session includes learning opportunities, and a shared summary of actions.

You work hard, earn a good living and want to see results. Now is the time.

You make a good income, and are proud of your accomplishments, but you haven’t yet figured out how to turn that income into financial security, increase your net worth, and create wealth.

Be the BOSS of your money. It’s possible. Let’s do this together!