Elodie Wealth

Every day you have a choice to invest in yourself or stay where you are.

You deserve to lead a prosperous, joyful life. I’m here to help you get there faster and easier.

Start Now

Financial wellness is more than numbers, it is also how you relate to money.

Get an individualized coaching plan that focuses on your needs.

Wealth and Wellness Coaching Package

- 8 sessions -

Fully integrate the 3 elements of

Financial Wellness into your life

✔ 50 minute one-on-one sessions weekly or biweekly over zoom or the phone

✔ Discover what factors influence your financial habits and decisions

✔ Challenge any limiting beliefs holding you back

✔ Set goals based on your current life and dreams for the future

✔ Create a plan for achieving your goals

✔ Discover what saving and investing strategies work for you

✔ Use visualization techniques and other tools to pinpoint joyful spending

✔ Receive action steps and accountability to achieve your goals

Start Now

Learning How to Money Together

- 4 sessions -

Relational Focus, Intended for Couples or Families

✔ 50 minute sessions weekly or biweekly over zoom

✔ Discuss financial challenges you experience

✔ Learn strategies to have productive conversations about money

✔ Discover what factors influence your financial habits and decisions

✔ Learn how to manage joint finances without conflict

Start Now

Here's the plan.

Having money didn't solve your problems. Now what? My practice integrates mindfulness and financial psychology with traditional financial education. Although you may be struggling to accomplish your goals today, you and I will build a plan you are excited to follow.

Start Now

1. Fill out the Contact form.

...Or send me a DM on Instagram. Tell me where you are financially and where you want to be.

2. Book a FREE Discovery call with me.

-In 30 minutes, we’ll discuss the problem(s) you are experiencing, what your goals are and how I can help you.

3. Your Customized Coaching Session

In each 50 minute session, you will learn the tools and roadmap to improve your financial wealth and wellness. Sessions will be tailored to your needs and learning style.

4. Fulfillment

When you implement the strategies, you will experience noticeable progress in your relationship with money.

You’ll have a better understanding of your financial beliefs and a toolkit of skills to build the life you’ve always dreamed of, as a wealthy and happy person.

Financial wellness is more than numbers, it is also how you relate to money. By combining financial expertise and mindfulness practices, you will have an action plan that allows you to enjoy your life now and in the future.

Are you ready to make a change?

Enjoy your life now, not later. Book a call with me today.

Deirdre is an incredibly knowledgeable financial coach. I found Deirdre after I realized I needed help creating a financial plan to transition from my corporate job to my new business. I also wanted an expert’s advice on further diversifying our real estate-heavy portfolio with new investments. Deirdre not only has the financial expertise and skills, she’s also easy to talk to and breaks down more complex ideas in layman’s terms. I walked away from our sessions with both a plan and sense of relief. Highly recommend Deirdre for anyone looking for a financial coach who is both highly personable and knowledgeable.

”

Deirdre approached me knowing I had no knowledge about finance but came from a place of complete service. I could tell this is something she’s super passionate about because she enjoys teaching and was excited for me to gain knowledge and help make my financial future a bright and exciting one. She made me feel safe, comfortable, and excited for my future! Not only did she give very useful information, she encouraged me to continue learning about investing through books and other resources so I can make my own future bright with her help if needed!

We spent so long being anxious about getting enough money and as soon as we got it we started being anxious about not know what to do with it. This is going to result in a LOT of peace of mind for us and we are SO grateful to you for that.