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What is Wealth Coaching?

Wealth Coaching is a simple phone consultation between you and a Mercer Advisors Wealth Coach.

The call will take approximately 45 mins, and it is designed to assist you in formulating the next steps in your journey toward economic freedom. During the Wealth Coaching session, you will discuss your short- and long-term financial goals, concerns, stress points and investment strategies. When you finish your Wealth Coaching session, which is absolutely FREE of charge, you will have a good direction on what your next steps should be.

So, whether your most-pressing financial concerns are the proper investment strategies, retirement planning, generating cash flow from investments, managing taxes, setting clear goals, or developing a financial plan, a Mercer Advisors Wealth Coach can help.

Who Needs a Wealth Coach?

Anyone with significant assets, anyone who is unclear about their financial objectives, or anyone who wants an expert opinion on how to approach your own vision of economic freedom. In short, a Wealth Coaching session is for just about everyone.

Why Do You Need a Wealth Coach?

If you have questions about your current investments, or how to think about positioning your money for the next stage of life, then you need a Wealth Coach. Or, if you are trying to figure out if you have the right financial instruments in place (e.g. life insurance, estate plan, etc.) then you need a Wealth Coach. Or, if you simply feel overwhelmed by the prospect of “going it alone” at this difficult market juncture, you need a Wealth Coach.

When Do You Need A Wealth Coach?

While there are certainly transition times when you might need a Wealth Coach more than others (retirement, estate plan, change in family status), we think that regardless of where you are on your path to economic freedom, there really is no better time than the present to make sure you are where you need to be.

Sign Up for Wealth Coaching Today!

Your journey towards economic freedom begins here. Select ‘Get Started’ and fill out the form and answer the questions that follow. Once completed, your wealth coach will contact you.

Get Started
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To make your wealth coaching session as productive as possible, we’ll need some preliminary information. Please fill out the form below to the best of your knowledge, and let’s get started. All information will be kept confidential and will not be shared with other firms.
Provide a little information about you.
Most pressing financial problem/concern today:

What is your target economic freedom date?
You have successfully registered for Wealth Coaching. One of our economic experts will be in touch with you soon to introduce themself and help you begin your journey.

More Fuel for Thought

The more you learn, the more energy you have to take you where you want to go. Here are additional money management resources to help further fuel your journey to economic freedom.


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