Financial Wellness - let's talk about it

In short; A guided process that helps you understand your financial picture with clarity and confidence. it gives you a structured space understanding income, spending, assets and goals aligned. It's creating awareness, building confidence, and helping you make informed financial decisions that support your long-term wellbeing.

Turn uncertainty into structure and clarity. The purpose is to help you feel in control of your financial life. Through conversation and practical tools, we define what financial wellness looks like for you and translate it into clear and achievable steps. Coaching is about progress, not perfection, and creating confidence that lasts beyond the session.

Clear structure, open conversation, and transparent pricing. Your first meeting is complimentary, a 30 minute conversation focused on understanding your expectations and priorities. Follow-up sessions are 45 minutes at $150 each, where we explore your goals, challenges, and opportunities in greater depth. Together, we build practical strategies to strengthen your financial foundation and future direction.

  Collaborative, structured, and centered around your goals. Each session combines reflective discussion with practical structure. We create a virtual overview of your assets and liabilities, giving you a clear visual of your financial balance. From there, we identify key areas for growth, protection, or realignment, ensuring every step supports your personal and financial priorities.

Clarity, confidence, and a plan that feels achievable. After coaching, you’ll have a clear understanding of your financial position, improved confidence in your next steps, and a framework that helps you stay on track. Many clients describe feeling more organized, less overwhelmed, and more capable of making decisions that truly reflect their goals and values.

Education, structure, and strategy — not regulated advice. Financial coaching focuses on building awareness and structure around your financial life. It does not include regulated advice or product recommendations. When specific financial solutions are required, these are provided through Athios Financial under the appropriate licensing and compliance standards, ensuring every step aligns with professional and ethical best practice.