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 with
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 continuous engagement. 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. 12-month engagements 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.
Scheduling & Refunds Policy for missed meetings and last-minute rescheduling. Life happens, we get it, but you've reserved time that someone else could have used. Canceled or rescheduled meetings within 48 hours will not be refunded. If you have a scheduling issue or believe your appointment may be in jeopardy, please communicate with your coach ahead of time to make alternative arrangements.
Once your initial payment has processed, you will receive an introductory email within 1 business day that will include instructions for scheduling and how to get started with M2 University.
DYI financial planning software and self-paced learning provided by Savology. If you completed your FREE Financial Report Card, we will upgrade your subscription to full access once we process your initial payment.
In addition to the introductory email, we will also make a best effort to contact you via phone to answer any questions you may have, assist in scheduling, and ensure you're able to access your Savology account.