Why I Started
Coaching
The most powerful force in the universe is compounding interest.
For most of my life I was scared of investing and was not a great saver. I didn't understand it, and I wasn't interested in understanding. Then in my late 30's, I started educating myself and taking investing seriously, and boy did I regret not starting sooner. I missed out on the most important aspect of investing and saving, and that is time. It's never too late, but the earlier the better. The longer you wait now is costing you hundreds of dollars a week 20 years from now.
I also learned just how easy it is to at minimum replicate what your financial advisor is doing for you, and in most cases outperform them by choosing lower cost investment options that what many advisors put their clients money in. Now, I want to save people from making the same mistakes by getting started now and learning how it all works to empower yourself. It is not that complicated!
My Story
I am not a financial professional. I have no financial credentials or certifications. This is what sets me apart from other coaches and advisors. I am just a normal person that isn't going to blast you with complicated jargon. I have self-educated over the years and have learned how simple it is to manage your own finances well. You are going to learn how to take charge of your own financial future and live a better life because of it.
Financial advisors are no doubt valuable in their knowledge. However, you are going to pay handsomely for their services. The 1-2% annual fee they charge sounds cheap...but in reality it's not. My goal is to teach you about all things finance, and then you will take the steps to manage your money yourself. My services are designed to be short term and educational for you, not a never-ending subscription in the form of an annual percentage.
Education Programs
Designed for individuals of any level or net worth, offering a basics-first approach to learning. With individualized advice, rapid responses, and the flexibility to work at your own pace, you’ll receive support during a wide range of times throughout the day to fit your schedule and pace.
Getting Started
Three Month Plan
$495
Getting Started is all about helping you nail down financial basics, like budgeting, saving, and responsibly using credit cards. It's never too late to get your finances on point to secure a brighter future. You need to be ready to roll your sleeves up and get to work. It will seem like a lot a first, but every long journey seems distant at first.
Building Wealth
Six Month Plan
$895-1195
Don't let fear convince you it's all too overwhelming or confusing. You can take your money game to the next level with the Building Wealth service. If you’ve got the basics down, it's time to learn to boost your financial journey with surprisingly easy skills like managing your own investments, making the most of your credit card rewards, and learning little money "hacks" that add up over time.
Work Session
Extra One Hour
Work Session
$75
Need to get some extra work done? Join me for an extra one-hour in-person work session tailored to where you are in the process. Whether it's setting up accounts, learning budgeting apps, or starting investing, we will tackle a comprehensive to-do list together at whatever pace you are comfortable at.
Free 15 minute phone consultation
Success Stories
“I'm a testimonial. Click to edit me and add text that says something nice about you and your services. Let your customers review you and tell their friends how great you are.”
Seth Burton
Contact me to begin your new financial future
Matt Wenger
Bozeman, Montana