WELCOME TO

WISE MONEY MENTOR

If...
- You make decent money but don’t really know where it goes,
- You are never really sure what you can or can’t afford,
- You feel like you should be better at managing money than you are,
- You are anxious to finally make progress on your financial goals, and/or
- You are tired of fearing money conversations with your spouse
Wise Money Mentor is ready to help you feel more confident than ever beforeIf that sounds like you, schedule a free coaching session!

WISE MONEY METHOD

Overarching methodology for helping you achieve greater financial confidence than ever before

What will this journey look like?

WISE MONEY MAP

A roadmap that gives you a clear picture of what the journey will look like, feel like, and entail, and how your confidence will change in each stage

What will we be doing?

WISE MONEY MOVES

The specific tactics we’ll use to help you progress from one stage to the next in a deliberate, predictable way that leads to increased confidence

How will we gauge progress?

WISE MONEY METRICS

The specific metrics that play an outsized role in gauging your progress towards lasting financial confidence

Want to learn more about how the Wise Money Method can help YOU? Schedule a free coaching session!

WISE MONEY MAP

A roadmap that gives you a clear picture of what the journey will look like, feel like, and entail, and how your confidence will change in each stage

Schedule a free session to walk through these stages and what coaching looks like in each

WISE MONEY MOVES

The specific tactics we’ll use to help you progress from one stage to the next in a deliberate, predictable way that leads to increased confidence


WISE MONEY MOVES IN ACTION

WISE MONEY METRICS

The specific metrics that play an outsized role in gauging your progress towards lasting financial confidence

CLIENT TESTIMONIALS

Experience for yourself what these clients are talking about by scheduling a free coaching session

COACHING VENUES

LIVE SESSIONS

The bulk of our work together will be done in live, virtual sessions (like this!), where we can cover a lot of ground, ensure understanding, and tailor everything to your situation

ASYNCHRONOUS SUPPORT

To make sure you have the support you need between live sessions and don't get stuck, we'll use StoryPrompt for on-demand, asynchronous coaching (try it out right now here)

COACHING PACKAGES

Get a taste for coaching with Jeff by scheduling a free session

By purchasing a coaching package or any coaching service from Wise Money Mentor, you agree to the disclosures here

SCHEDULE A FREE SESSION

PODCAST

You can find and subscribe to the Wise Money Mentor podcast on Spotify, Apple, and more!

CONTACT WISE MONEY MENTOR

If you have questions, please reach out using the form below. I will typically respond within 24 hours.If you haven't seen a response after 24 hours, check your junk/spam folder!Interested in a free, 1-hour coaching session? Reach out to me on StoryPrompt to get started immediately using asynchronous video messages, or schedule a conversation using Calendly.

YNAB IS CORE TO THE WISE MONEY METHOD

I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or affiliates.

DisclosuresYNAB Certified Coach. I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or affiliates.Financial Advice. Any guidance, advice, suggestions, or tips I provide are solely based on my personal experience and not based on any sort of professional credential. I am not liable for any specific financial decisions you may or may not make. I am not a certified financial planner or advisor. I do my best to share my perspective but, by purchasing my coaching services, you acknowledge that you understand that any and all financial decisions are yours and yours alone, and I am not liable for any consequences or outcomes from those decisions.Privacy. I will not share your personal, private information with any third party, unless you give written permission to do so.