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Wise Legacy Finance

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

Group Coaching 2026 (July-August)

Group Coaching 2026 (July-August)

We’re here to help you take control of your money—and your future

Fill out this quick application and book your FREE discovery call to see which of our 1:1 financial coaching programs is the right fit for you. The group will consist of 2-4 individuals. This is your chance to stop guessing with your money and start moving with a clear plan. We’re excited to connect with you, learn about your goals, and help you build the financial life you actually want.

About our 1:1 Financial Coaching Services —

What is it?

This isn’t generic advice or “just save more” talk. In our 1:1 coaching, we will:

  • Help you create a clear, step-by-step plan to reach your financial goals

  • Show you how to take full control of your money (instead of wondering where it went)

  • Build a realistic budget that actually works with your lifestyle

  • Identify what’s been holding you back—and help you break through it

  • Give you practical, personalized advice based on your situation

  • Help you move closer to both your short-term wins and long-term vision

  • Guide you to make confident, wise financial decisions

  • Answer all your questions—no matter how big or small, no judgment, no pressure

Who is this for?

This is for you if you:

  • Struggle to create or stick to a budget

  • Feel stuck in the paycheck-to-paycheck cycle

  • Need help building a zero-based budget that makes sense

  • Want to finally hit your savings goals

  • Are ready to start your journey toward becoming debt-free

  • Feel stressed, anxious, or overwhelmed when thinking about money

  • Need clarity and direction with your overall financial goals

  • Are a Gen Z or Millennial looking to level up your financial knowledge

  • Want judgment-free support and someone truly in your corner

Where?

  • 100% Virtual (Online) — join from anywhere

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Our Financial Group Coaching (July 2026 - August 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?