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. Legacy Certified Integrative Holistic Life Coaches require over 1000 hours of coaching experience.
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.
Shame/Anxiety/Fear Around Money
Education About Money Basics
Our wealth coaching services makes a great gift for those you love looking for a wealth inspired life.
One Session; 90 Minutes
We will get focused during this session to work through the money story that is holding you back the most. We will identify the block, reveal its source, and give you the tools to work through it going forward. Click below to schedule a complimentary 30 minute discovery appointment to get started.
Four Sessions; 60 Minutes Each
During these sessions, your wealth coach will work with you to remove the money blocks that have built up over time and re-write the old stories that are no longer serving you. You will start to understand money and wealth in a new and healthy way as you work toward your financial goals. Click below to schedule a complimentary 30 minute discovery appointment to get started.
Subscription Based or Individual Courses
Learn about money and finances on your own schedule and from the comfort of your own home. Through these online courses, workshops and monthly memberships, you will learn the basics of personal finance, money management and investing.
Not sure where to start? No matter where you are on your journey, we are happy to talk with you about your unique needs. Set up a complimentary 30 minute discovery appointment and let’s see if we’re a fit.
Anne is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Certified Integrative Holistic Coach Level II (IHC) with over 20 years of experience in the financial industry. She is happily married and has three beautiful children.
But what is underneath the surface? Who is the real Anne? Well, she is a lot like most people. She was determined to climb the corporate ladder, be supermom and have it all. She truly believed that if she worked hard enough and long enough, success was sure to follow - and then she woke up. It took the help of a business coach for her to realize that she had forgotten about Anne and the little girl who loved to have fun and be a little mischievous. Her eyes finally could see past her blindspots. Underneath the success was the fear, thoughts of not being worthy enough, and the delusion of everyone’s world crashing down if she focused on herself. Money was the end all be all. She always needed to make more because she thought that brought stability, success and happiness.
Through her own personal development journey, Anne started to realize that true wealth and happiness is much more than your net worth. She realized that her self-worth is not tied to her net-worth, and so can you. Through wealth coaching, Anne helps others move past their money blocks so they can live a wealth inspired life.