Wealth Coaching Services

Ellenbecker Investment Group is built on the foundation of helping our clients achieve their financial goals with a caring and holistic approach. Our wealth coaching services provide one-on-one holistic life coaching and educational opportunities for those seeking additional assistance above and beyond the tactical steps of their financial plan.

What is a Wealth Coach?

A wealth coach provides unbiased education, planning and recommendations to guide toward achieving the client’s definition of wealth. We all have stories about wealth that we have developed over our lifetimes, but which ones are useful and which ones need to be re-written? Through wealth coaching, the client is able to identify their dreams, work through any obstacle thoughts and then take clear, inspired action toward their goals.

Learn about money, wealth and finance in a safe and caring environment. We help educate and coach individuals toward their financial goals without shame, judgment or embarrassment. The ultimate goal is to empower clients to understand the language of money so they can live an wealth inspired life.

Who Do We Help?

Shame/Anxiety/Fear Around Money

Have you felt fear or anxiety when talking about money?
Is your sense of success and wealth out of balance?
Are you worried that what you have isn’t enough?
Are you holding on to stories or experiences about money from years ago?
Would you like help communicating with family about finances?
Are your finances affecting your self-esteem, self-worth or self-confidence?

Education About Money Basics

Are you feeling left behind from a lack of financial education?
Do you know how your financial portfolio affects your daily life and relationships?
Are you looking for assistance beyond financial products or an existing financial portfolio?
Do you need help defining the legacy you want to leave for future generations?

Our wealth coaching services makes a great gift for those you love looking for a wealth inspired life.