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Wise Legacy Finance

We help first-generation gen z and millennials on their financial journey

1:1 Financial Coaching Session (Standard)

1:1 Financial Coaching Session (Standard)

$250

What is it?

On the 1:1 financial coaching, we will...

  • Help build a plan to reach your goals

  • Help you take control of your money

  • Assist you in creating a budget that works for you

  • Help you identify where you're stuck and getting you moving

  • Give you specific advice based on your financial situation

  • Support you in getting you closer to your short-term and long-term goals

  • Guide you in making wise financial decisions

  • Walk you through all of your questions

What's included?

  • 1-hr private financial coaching session(s) every month

  • Custom/personalized budget every month

  • Access file with area of focus, goals, and a monthly action plan

  • Document with next steps, recommendations and feedback

  • Extra resources

  • Access and unlimited support via texts, emails, and DMs

Who is this for?

This is for you if you can relate to any of the following:

  • Struggle creating or sticking to a budget

  • Are tired of living paycheck to paycheck

  • Need assistance in creating a zero-based budget

  • Want to achieve a savings goal

  • Want to work towards becoming debt free

  • Thinking about your finances make you feel stressed or overwhelmed

  • Need help with your overall financial goals

  • Want to expand your knowledge when it comes to financial literacy as a Gen Z or Millennial

  • Desire judgement-free financial support

Where?

  • Zoom

Plans and Pricing:

STANDARD — One-Time Payment: 4X Payments: $250

  • 3 month duration (1hr-session every two weeks)

Disclaimer: we don't offer investment advice

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