At Money Milestones, we believe everyone deserves access to high-quality financial guidance no matter their income level or life stage. That’s why we offer a hybrid approach that combines personalized coaching with DIY tools.
Designed by fee-only fiduciaries who do real financial planning for a living.
Curated learning events to help you take control of your finances.
Helps you model and forecast different scenarios and track your net worth, cash flow, and progress towards achieving your personal Money Milestones.
Not everyone is ready for comprehensive wealth management, but almost everyone can benefit from smart tools, a better understanding of complicated topics, and someone to help them set and stay on a good path.
Make confident decisions by exploring financial scenarios independently and validating them with expert guidance.
Learn and grow through hands-on tools and personalized education that build financial literacy.
Reduce stress by turning uncertainty into clarity, whether planning for retirement, managing debt, or navigating major life changes.
Access support at every level, from self-starters to those who prefer one-on-one coaching.
A Financial Coach focuses on behavioral change, growing your knowledge, and accountability. Their goal is to help you build strong financial habits and make informed decisions. A Financial Planner or Wealth Manager offers comprehensive, strategic planning. They typically work with clients who have complex financial needs, such as retirement planning, estate structuring, tax optimization, and investment management.
The primary difference between the two is that a Financial Coach’s job is to “coach” you through analysis and decision-making processes, during which you do the financial management work. Whereas a Financial Planner or Wealth Manager’s job is to do the financial management work for you and provide personalized service regarding how to improve your personal situation and objectives, including those financial concepts that are beyond your own personal execution capabilities.
Our coaches are real financial pros who work on a real Financial Planning Team. They are available via pre-scheduled appointments via email, phone or Microsoft Teams.
With our Basic and Premium Coaching levels you get the same coach for the entire term of your engagement (1, 3, 6, or 12-months). Coaching sessions may be up to 50 minutes each. You can expect a normal coaching call to take between 30-50 minutes depending on your needs. These meetings are focused on setting and achieving month-to-month goals tailored to your life and needs. Monthly meetings are scheduled on a first-come, first-serve basis. Please refer to our Scheduling & Refunds Policy for missed meetings and last-minute rescheduling.