Small habits,
healthier finances.
Personal financial coaching that focuses less on where to put your money and more on how to manage it, with focused care that guides you at each stop along the way.
What financial coaching entails
At its core, MICRO Financial Wellness helps you build economic stability. By implementing small, obtainable, compounding actions, you can successfully gain traction towards your goals.
"I don't take your money. I help you take control of it."- Learn how money can work for you
- Build better financial habits
- Learn the importance of risk management
How it works
Start your route with a free consultation
We talk through where you are and where you want to be. No cost, no pressure, no pitch.
Choose your destination
Together we map out a simple and realistic plan you'll actually follow.
Stay on course
Turn by turn financial guidance will keep you moving forward.
You have arrived
Review progess, solidify habits, and ensure long-term sustatinability. Course correct as life changes can happen.
Plans
Every plan starts with a free consultation. Pick the level of support that fits.
Fundemental
12-Month Plan
Budgeting basics, risk management, create a clear plan, and Quarterly check-ins.
Book a free consultationEnhanced
12-Month Plan
Everything in Fundamentals, plus credit report review, account management, and business bookkeeping review. Quarterly check-ins increased to monthly.
Book a free consultationComplete Most popular
12-Month Plan
Everything in Enhanced, plus access to educational materials, tools, resources, with the addition of family member support. Monthly check-ins increased to weekly.
Book a free consultation
With over 20 years of financial service experience. MICRO Financial Wellness was created for one reason; to deliver financial literacy to the community. Most people don't need someone to take over their money, they need someone to show them how to take control of it themselves.
As your financial GPS we help guide you on the best route to your goals. Weather you are a businesses, individual, or a family, we provide focused guidance and build long-lasting relationships rooted in trust along the way.
Family first. It was through our children that we wanted to ensure literacy was a focus and not an afterthought. Our daughter Mia and son Max are the guiding light in our life.
Take the first step...
Book a free consultation and let's see if MICRO FW is a fit for your needs. No cost, no pressure.
Book a free consultation