1:1 Financial Coaching
Personal finance coaching for first generation professionals, high earners who support extended family, and anyone who is done guessing about money.
Who this is for
You earn well. You are the person your family calls. And you still cannot say, out loud and with numbers, what you are worth or where your money goes. Most financial advice was not written for someone funding a household and a homeland at the same time.
Coaching helps if any of this sounds familiar:
- You send money home and have never counted it as part of your plan
- You have a 401k you have never looked at closely
- You make good money and still feel behind
- You want to invest but do not know where to start
- You are the family safety net and you have no safety net of your own
How coaching works
Start with a discovery call. We talk through where you are and whether the framework fits. No pitch.
The Audit. We build a clear picture of your net worth, your cash flow, and your obligations, including the ones nobody puts on a spreadsheet.
The Blueprint. You leave with a written, personalized path from where you are now to the legacy you want.
The Configuration. We automate the plan so it keeps working during the weeks you cannot think about money at all.
Ways to work with Mbu
60 minute strategy session. One focused session on one decision: a job offer, a home purchase, an insurance policy, a family request, a portfolio you have been avoiding.
Ongoing 1:1 coaching. Regular sessions with accountability in between, for people who want a plan and someone in their corner while they execute it.
The Audacity Cohort. A 4 week group program if you would rather build alongside other people who understand what you are carrying.
What we cover
- Net worth tracking and cash flow planning
- Investing fundamentals and portfolio review
- Retirement accounts and employer benefits
- Insurance audits, including life insurance and IUL policies
- Estate and legacy planning
- Supporting family without derailing your own plan
- Growing income, negotiating, and building additional revenue
Financial coaching in Frisco and Dallas Fort Worth
Mbu is based in Frisco, Texas, and coaches clients across the Dallas Fort Worth area and nationwide by video.