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Wise Legacy Finance

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

Group Coaching 2026 (May-June)

Group Coaching 2026 (May-June)

We're here to help you achieve your goals!

Please complete this application and schedule your FREE discovery call to determine if our group financial coaching service is a good fit for you. The group will consist of 3-4 individuals. We are excited to help you on your financial journey and look forward to getting in contact with you soon.

About our Group Financial Coaching Service —

What is it?

On the group 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 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 your questions

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?

  • Virtual (online)

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Our Financial Group Coaching (May 2026 - June 2026)

(1 session every other week — 6 total sessions)
Investment: $297 per person ($99/month)

Perfect for groups that want consistency, accountability, and faster progress.

What’s included:

  • 1-hour bi-weekly group coaching sessions to stay on track

  • A custom monthly budget for each person, adjusted as you grow

  • A clear monthly game plan with priorities and action steps

  • A group + individual progress dashboard with feedback and insights

  • Weekly group check-ins to keep everyone accountable

  • Ongoing support via text, email, and DMs

  • Access to exclusive resources, tools, and money strategies

Best for: Staying consistent, building better habits, and seeing real progress

Disclaimer:

  • We don't offer investment advice

  • NO REFUNDS ON SERVICES

Work With Us 1:1

Choose Date

Phone Number
Select country
Are you a new or existing customer?
Please select which area(s) you would like us to help you with
On a scale of 1-4, how would you rate your relationship with your finances? (1 = overwhelmed and stressed and 4 = confident and relaxed)
Do you currently track your expenses and budget monthly?
Our group financial coaching service are $297. Are you able to make this investment towards your future?