Wealth Coaching
The gift of choice is the most powerful gift we have. Wealth coaching will help you be confident in using yours.
What is Wealth Coaching
Wealth coaching incorporates behavioral finance principles, yet it goes beyond that to help you transform your relationship with money and life. Through a reflective process, we explore how your beliefs, emotions, and past experiences influence your financial decisions. While behavioral finance identifies patterns, Note’s approach helps you uncover the deeper reasons behind your reactions and equips you with tools to create lasting change. Wealth coaching empowers you to align your financial decisions with your authentic self, fostering greater abundance, peace, and fulfillment—not just in money, but in every aspect of your life.
We offer coaching as part of our holistic financial planning process or as a stand-alone service. We find it to be transformational, especially for those feeling stuck or at a transition point in their lives. Whether navigating a major life transition such as divorce or retirement, overcoming financial stress, or aligning your personal and financial decisions with matters of the heart, wealth coaching can be a catalyst for profound change.
At Note Advisors, you’ll have the opportunity to work with Western New York’s only Certified Money Coach (CMC)®, accredited by the internationally respected Money Coaching Institute.
Meet your Wealth Coach
As Western New York’s only Certified Money Coach, I guide individuals on a transformative journey to attain true fulfillment beyond financial success. My coaching focuses on self-discovery, personal and professional growth, and healing by reshaping beliefs about money and life.
True freedom isn’t about changing circumstances—it’s about changing perceptions. My approach blends self-discovery, conscious decision-making, and deep inner work, ensuring that money, time, health, and career become tools for empowerment rather than sources of stress.
Whether navigating change, seeking clarity, or redefining wealth on your terms, I offer a path to hope, confidence, and overall well-being. Your past does not define you—your future is yours to shape
Financial Planning + Wealth Coaching
Why They’re Better Together
At Note, we believe true wealth isn’t just about reaching a number—it’s about feeling grounded, confident, and aligned in how you live and choose. That’s why we combine Financial Planning with Wealth Coaching—so your strategy is supported not just by numbers, but by self-awareness and clarity of purpose.
Financial Planning provides the structure and technical guidance to grow and protect your resources with intention and care.
Wealth Coaching helps you understand the deeper patterns behind your financial decisions—so you can release what no longer serves you, trust yourself more fully, and reconnect with what matters most.
Together, they help you:
- Set goals that reflect your values—not just expectations
- Move through emotional or internal barriers with greater self-awareness
- Create lasting, life-affirming change in your financial and personal life
- Stay anchored and empowered through every stage of transition
You don’t have to choose between practical planning and personal insight. When your financial life is aligned with your authentic self, the result isn’t just stability—it’s something deeply fulfilling.
Ready to explore what’s possible for you?
Click “Get Started Today” to schedule your discovery call. We’d be honored to walk alongside you.
Have you ever thought:
- I can’t bring myself to retire … it’s not about the money, it’s that I don’t know what will inspire me, how I’ll still feel relevant and fulfilled?
- My financial reports show that I am financially secure but I still question if I have enough. I lie awake at night because I don’t trust the numbers.
- I have no problem spending money on my family – whatever they want or need – BUT, I feel guilty spending money on myself.
- After my divorce,I let money dictate my decisions – I am stuck and miserable doing work I don’t love because of the paycheck.
- My partner/spouse and I talk about everything – except money. Money is what pulls us apart.
- Because I’m the “stay at home” parent, I have very little say in the financial decisions in our household. That doesn’t feel like a partnership.
- I love making a lot of money but what truly drives me? Because my work life pace isn’t sustainable… and I’m paying the price physically and emotionally.
The first step toward financial transformation is awareness. Discover the deeper influence in your financial decision-making process to better understand yourself and your relationship with money by taking The Money Types Quiz.
Frequently Asked Questions
How is this wealth coaching different from financial advising?
A wealth coach does not help you manage or invest your money. That’s the work of your financial advisor or planner. A wealth coach will help you to manage your instinctive, emotional, practical, and spiritual relationships with money. When these four relationships are healthy and operating in harmony with all facets of life, true wealth (well-being) is achieved.
What is the benefit of doing financial planning and wealth coaching together?
While many have worked with financial planners and/or advisors on their financial plan, what can often be missing in the conversation is the client’s understanding of their relationship with money. Our sense of financial success is not about money; it is about our interpretation of money and what that interpretation says we believe about ourselves. By closely examining your relationship with money, you will learn that it is the quality of your decision-making that truly determines your well-being and success, financially and otherwise. For us, success isn’t hitting a magic number – it’s ensuring your financial decisions align with your values and meaningful life goals.
What if I already have a financial advisor and want to do wealth coaching at Note?
That’s fine! Even if you work with a financial advisor outside of Note, you can still do wealth coaching as a stand-alone service.
Am I required to do wealth coaching and financial planning together?
While it’s better together, the decision to combine wealth coaching and financial planning is one made by you.
Read Christine’s blog post, The 7 Myths About Wealth Coaching
What Our Clients Say
These testimonials are based on the unique experiences of current clients. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Past performance or client experience is not a guarantee of future results.