Financial Coaching

Looking for guidance on something specific?

 

Our CFP® pros can help you with anything that's keeping you up at night about your finances. From budgeting to building wealth and anything in between, we've got you covered.

Unbiased

Finwell is a fiduciary, meaning we only give advice that is in your best interest.

Fairly Priced

We designed our pricing to be accessible and aligned with our high quality advice.

Delivered by Experts

Finwell’s team is highly credentialed and experienced, consisting of CFP®’s, a CFA charterholder, an EA, and a PH.D.

How it works.

Step 1: Schedule a session (below)

Schedule a session by clicking "book session" on one of the options below.

Step 2: Prepare for your session

Your CFP®  advisor will email you with a list of items and (for some sessions) a worksheet to prepare in advance.

Step 3: Attend your session

During your session, your CFP®  advisor will provide you with guidance and recommendations based on your financial circumstances and your goals.

 

Coaching Sessions
(55 minutes)

Fundamentals

Budgeting and Saving Strategy

Talk through how to build an effective budget, how to prioritize savings goals, and strategies to make saving a part of your everyday financial life.

$299

Employer Benefits

Review and strategize on maximizing your employer provided benefits, including 401(k), HSA, life insurance, disability, family planning, and other perks and benefits.

 

$399

Debt Management

Review your current debt situation, including credit cards, personal loans, auto loans and student loans. Strategize on consolidating, refinancing, and repayment methods. 

 

$399

Next Level

College Planning

Guidance on saving and paying for college, either your own or someone else's. Talk through financing options and other important considerations when deciding on the school and degree.

 

$399

Retirement Planning

Retirement-readiness checkup. Review retirement accounts, talk through lifestyle expectations, analyze investments and contributions, and strategize on how to retire on your terms. 

 

$399

Wealth Building

Strategize on how to build wealth effectively given your current income stage of life, while balancing your current lifestyle and obligations. Talk through investing, passive income, and a wealth mindset.

 

$399

Advanced

Basic Estate Planning

Review your estate planning needs based on your stage of life, family dynamics, and asset complexity.

 

$399*

*Document prep fees not included.

Major Purchase

Review and strategize on saving for and/or financing a major purchase, such as a home, car, wedding, etc. Guidance on affordability, best practices, common pitfalls, and setting expectations.

 

$399

Restricted Stock and Options

Guidance on how to navigate and manage your restricted stock units (RSUs), qualified stock options (QSOs), non-qualified stock options (NQSOs), and more. 

 

$399

Frequently asked questions about coaching

Are there any requirements to book a financial coaching session?


No, anyone can book a financial coaching session with us. For you to get the most out of your session, we highly recommend you complete any pre-work requested by your CFP advisor before attending your session.




How can I pay for a coaching session?


We accept all major debt and/or credit cards for our coaching sessions. You must pay in advance of your session, otherwise your booking will be cancelled.




Can I gift a coaching session as a gift?


Yes! To gift a coaching session, please email info@finwellbenefits.com and we will provide further instruction.




What is a CFP®?


A CFP®, or CERTIFIED FINANCIAL PLANNER™, is an advisor that has achieved the gold standard credential of financial planning. If your advisor is a CFP®, that means they have thousands of hours worth of experience, have completed a series of courses about financial planning, passed a rigorous exam, and is legally obligated to act in clients best interest.




Is it necessary for me to speak to a CFP®?


That depends on your personal circumstances and your goals. If you are kept up at night by a certain aspect of your finances, or are feeling indecisive about how to handle a particular situation, it is worth consulting with an expert for guidance.





Contact us

Schedule a 15 minute consultation here.

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Main Office

16030 Ventura Blvd #240
Encino, CA 91436
United States

Other Locations Nationwide

Nashville, TN

Raleigh-Durham, NC

Finwell, Inc. is an Investment Adviser registered with the State of California and North Carolina. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor.  Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request.  We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at membership@finwellbenefits.com  if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.