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Wealth Coaching Service
Not every person needs a full suite of wealth management tools. Sometimes you just need a little help as your getting started with your career. Sometimes you just want a sounding board. Our Wealth Coaching Solution (WCS) is a monthly subscription based financial coaching service designed for clients that are just starting out their careers or clients that prefer to self manage their investments. WCS clients have unlimited on demand access to the PWM team in addition to receiving monthly educational & informative guidance.
We have two different pricing options for WCS:
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Individual Plan - $20 a month
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Family Plan - $50 a month
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In addition to the consultations and educational guidance, WCS clients also receive discounted pricing on Financial Plans (50% off). The family membership is inclusive of parents, siblings, and children.
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Our Wealth Coaching Service is a great opportunity for individuals that have never worked with a wealth management team before to learn more about partnering with an advisor. This is a low cost viable alternative to the traditional wealth management experience.