Lesley's Money Matters
Categories
Finance Coaching
Hours:
9am - 5pm M-F
Driving Directions:
Remote only. Zoom video appointments available via Calendly: calendly.com/lesleywallace0202
About Us
I'm Lesley Wallace, a financial coach and educator serving individuals and families in the Wylie area and beyond via remote video appointments.
WHAT WE WORK ON TOGETHER:
Values and goals discovery, including building your Personal Finance Manifesto | Cash flow and budgeting design that works for your actual life | Action plan building and accountability | Money habits and behavioral coaching | Financial education across topics including benefits and open enrollment, retirement savings, investment basics, insurance, estate planning, education savings, and tax concepts
WHO I SERVE:
Women, families, tech professionals, and anyone who needs a trusted financial thinking partner without the sales pitch. Community pricing is available for households under $90,000.
FEE-ONLY MEANS:
I am paid only by you. No commissions. No product sales. No assets under management. Ever.
Your money. Your goals. Your life.
Video Media
Highlights
- Fee-only financial coaching. No commissions, no product sales, no minimums. Ever.
- Specialties: budgeting, benefits, retirement savings, investment education, and estate planning basics.
- Community pricing available for households under $90,000. Self-reported, no documentation required.
- Book a free 30-minute intro conversation to see if we're a good fit.
- Serving women, families, tech professionals, and anyone who needs a trusted financial thinking partner.
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Rep/Contact Info
