OUR PRACTICE
Through integrated and individualized coaching, we help impart the financial knowledge and personal insights you need to take a mindful approach to money.
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In each of our programs, we work with you to reframe your relationship to your finances in terms of your life goals. Together, we’ll develop your action plan, and instill the basic financial literacy you’ll need to put your plan into action.
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The result is an integrated, personalized, and holistic approach to wealth that reflects who you are and your goals for the future.
OUR PROGRAMS
We offer a 3 month program and a 6 month program. Both programs cover how to identify and set your unique goals as well as practical steps for how to pursue and attain those goals. Once you’ve completed your course, additional individualized coaching is still available.
THE ULTIMATE MONEY MINDSET
3 Month Program
Learn to take control of your finances and put them to work for you. Using a mindful approach, Uthentic Wealth’s one-on-one sessions will take you through the basics of investing, budgeting, saving, and how to reset your relationship with money. We’ll identify your personal financial goals and outline the path to achieve those goals - whether that’s building an emergency fund, getting out of debt, or saving for a down payment on a house. The program will be crafted around your unique situation to get you on track and set your mind at ease.
Duration:
9 sessions/3 months.
Schedule a discovery call to find out more!
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THE TRULY WEALTHY LIFE
6 Month Program
The 6 month program includes everything in the 3 month program but we then delve deeper and add life coaching where we explore areas including building better relationships, career advancement, time management, living a healthier lifestyle, boosting self confidence, etc. With our integrated and interactive coaching approach, you will identify long-term goals and learn how to achieve them by aligning your approach to money with your approach to living, thus unlocking your truly wealthy life.
Duration:
18 sessions/6 months.
Schedule a discovery call to find out more!
Uthentic Wealth’s Charitable Donation Matching Program
Sharing the wealth always feels good. That’s one reason why Uthentic Wealth has a donation matching program. If you donate to a qualified charity we will reduce the cost of your program plus we’ll match your donation. That’s using money in a positive way.
“I have known Robert for over ten years during his career as a financial advisor. He is an excellent communicator showing, in particular, listening skills as well as an ability to educate me in a domain for which I have little background. His advice has always been backed up by careful considerations of my particulars and financial well-being. I have always looked forward to our meetings, his advice and recommendations.”
-Mike S.
CONTACT
Find out if Uthentic Wealth can help you create a truly wealthy life?
Complete this form and we will be in touch to schedule your free introductory call.
"None of Uthentic Wealth, LLC (“Coach”) and its principals, officers, and employees is registered as an investment adviser with the Securities and Exchange Commission or with any state. The materials provided by Coach do not constitute (i) the provision of securities investment advice, (ii) an offer to sell, or solicitation of an offer to purchase, any securities, and (iii) an endorsement with respect to any investment area or vehicle. The materials and information provided are for informational purposes only and are not meant to be legal, tax, and investment advice, which can only be provided by your qualified tax, legal and investment personnel, respectively. Consult your qualified tax, legal and investment personnel for personalized advice."