Your Journey to Financial Freedom with Personalized Coaching
Your Life. Your Goals. Your Financial Strategy.
We believe your money should support the life you want to live—not the other way around. Our personalized coaching tailors your financial plan to your lifestyle, helping you build confidence, achieve your goals, and create lasting financial freedom.
Services we offer
$99
This one-on-one session is tailored to you—your lifestyle, your goals, your money. Together, we’ll review your expenses, identify spending patterns, and create a personalized savings plan. You’ll walk away with clear goals and a strategy designed to support your financial journey, all based on what matters most to you.
Perfect for anyone ready to take the first step toward financial clarity and control—on your terms. Priced per session
$180
Biweekly Coaching Plan – 2 Sessions/Month (Bundle & Save)
This cost-effective package includes two personalized coaching sessions each month—designed to keep you on track and progressing toward your financial goals. We’ll review your expenses, build a lifestyle-based savings plan, and create strategies tailored to your needs.
With consistent check-ins and expert guidance, you’ll gain clarity, build confidence, and stay accountable—without breaking the bank.
Perfect for those ready to invest in long-term growth and save while doing it.
$50
+ On-Demand Text Support
This add on gives you direct access to text support between meetings—perfect for those moments when you're unsure what to pay, how much to save, or how to handle unexpected expenses. Whether it’s a quick question or a budgeting curveball, you’ll have a coach in your corner to guide you through it in real time.
Ideal for anyone who wants ongoing support and peace of mind in their day-to-day financial decisions.
Reserve an appointment
Experience personalized financial guidance like never before. At Serene Wealth Financial Solutions, our tailor-made coaching services are designed to bring clarity, confidence, and calm to your financial journey.
Schedule your appointment today and take the first step toward financial freedom—with solutions tailored precisely to your goals.
Our
company ethos
At Serene Wealth Financial Solutions, we believe that financial empowerment begins with understanding—and understanding begins with trust, compassion, and clarity.
Our ethos is rooted in the belief that everyone deserves peace of mind when it comes to money. We exist to remove the fear and uncertainty often surrounding finances, replacing it with confidence, education, and personalized support.
We are more than financial coaches—we are partners on your journey to financial serenity. With a commitment to excellence, integrity, and education, we tailor each experience to meet your unique goals and needs. Through bespoke strategies and compassionate guidance, we simplify the complex and illuminate the path forward.
Our approach combines expertise with empathy, ensuring you’re not just handed a plan—but empowered with the knowledge to own your financial future.
Because financial freedom isn’t just a goal—it’s a feeling.
Contact Us
Interested in booking a session? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!