Financial Coaching

Feel confident and in control

of your money

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Take the friction out of your finances

There’s no denying that money – how much we have and how much we spend – is deeply tied to our mental wellbeing.

Unfortunately, many people feel fear or guilt about their saving and spending habits. (If you’ve ever felt this way, you aren’t the only one. Not by a long shot.)

But you don’t have to stay stuck dealing with these negative emotions every time there’s a decision to make involving money.

Financial coaching can help you fix your financial worries for good.

Make money management comfortable

Take control

If your finances feel out of control, it’s probably because you aren’t sure exactly where all your money goes.

Financial coaching helps you take a close look at your cash flow so you can understand your money patterns.

Learn how to adjust them when they aren’t supporting you.
Internal beliefs about money can help – or seriously hinder – your wealth-building efforts.

Unfortunately, many of our beliefs foster a mindset of shame or judgment.

Financial coaching helps you work through the stories you tell yourself so you can get more comfortable managing your money.
Once you know where your money goes and how to “talk” to yourself about it, you can start to strategize for your future.  

Your financial coach helps you integrate your saving and spending habits with your values.

So you can take control of your financial situation in a way that feels good for you.
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Understand your patterns

Change your stories

Say Hi to your financial coach

Many financial solutions can feel too “cookie-cutter” to apply to you.

Sometimes you just want to talk to a human who gets that – even better if you can talk to someone who feels like a neighbor.

I’d love to be that neighbor for you.

As a Financial Advisor and Certified Financial Therapist, I work with individuals and couples like you who know a little personal guidance in navigating your finances can go a long way in supporting your future.

A different kind of financial experience

Book your 30-minute complimentary discovery call.

Meet with Melissa

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Selec your sessions

get personalized guidance

Choose from single 60-minute sessions or coaching multi-packs.
Get a strategy for spending and saving that supports your values.
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Financial Coaching FAQs

Who benefits from financial coaching?

Almost anyone who sees the value of financial coaching will benefit from it.

If you’re not feeling great about managing your financial situation on your own – and you aren’t afraid to ask for a little support – financial coaching could be the right solution for you.

Talking to a Certified Financial Therapist is a lot like talking to a personal mentor. (For your money.)

We often get really deep about the “stories” you’ve told yourself and the experiences that have shaped your money mindset. So as long as you come to your financial coaching sessions with an open mind, you’ll likely walk away knowing much more about yourself and how to navigate your financial situation.

There is no judgment from your financial coach, and you’ll even work with your coach to let go of any fear, shame, or self-judgment you’re holding onto.

How are financial coaching services priced?
Single 60-minute individual or couple sessions are priced at $200. Coaching multi-packs (of 4 or more sessions) will receive a 10% discount.

For clients with Assets Under Management at Fingerlakes Wealth Management:

–Clients with $1M AUM receive 4 complimentary sessions
–Clients with $500k AUM receive 2 complimentary sessions
–Clients with $250k AUM receive 1 complimentary session

Financial coaching sessions also make a great gift! Contact us to purchase a session or coaching multi-pack for your family or friends.
What do I do if I want to try financial coaching for myself?

We’re so excited for you to find out how incredible financial coaching can be for your money mindset and financial wellbeing.

Contact us to set up your complimentary 30-minute discovery call so you can chat with Melissa and make sure you feel good about moving forward with your financial coaching session(s).

No more one-size-fits-all solutions

  • Tailored guidance to help you make smart financial choices
  • Important insights for more holistic wealth management
  • Saving and spending advice that integrates with your values
It’s more than money management.
It’s comfort in your financial choices
and confidence in your future.
Meet with Us

Start Investing in values

Strategic portfolio management

that aligns your goals with your values.
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