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Your Business

Level Up Your Financial Life

We seek a purpose-driven approach to money and life. For young and mid-career professionals, financial decisions often feel rushed, reactive, or shaped by outside expectations. We want to help change that.


  • "Intentional" means every financial move is aligned with your values, lifestyle, and goals. Whether it’s budgeting, saving, or paying down debt, we don’t just talk numbers—we talk purpose. You’ll get clear on why your goals matter, and create a financial plan that reflects your real life and priorities.
     
  • "Wealth" isn’t just about money in the bank—it’s about creating financial freedom, peace of mind, and the ability to live life on your own terms. We focus on building true wealth: stability, options, and growth over time.
     
  • "Journey" acknowledges that money is not a one-time fix. It’s a process, and you don’t have to figure it out alone. Whether you’re managing your first salary, preparing for a career pivot, or planning for long-term goals, we walk with you step-by-step.
     

This business is for professionals who want to stop living paycheck to paycheck, stop guessing with their finances, and start making intentional moves toward real wealth—whatever that looks like for you.

Core Coaching Services

Personal Finance

  • 1:1 Financial Coaching Sessions
     
  • Monthly or Quarterly Check-Ins
     
  • Customized Budgeting & Financial Plans
     
  • Bill Negotiation
     
  • Debt Reduction & Repayment Strategies
     
  • Savings Goals Planning (Emergency Fund, Big Purchases, etc.)
     
  • Money Mindset & Behavior Coaching
     
  • Financial Accountability 

Career Planning

  • Career Clarity & Direction Planning
     
  • Job Search Strategy & Support
     
  • Resume & Cover Letter Reviews
     
  • LinkedIn Profile Optimization
     
  • Interview Preparation & Mock Interviews
     
  • Salary Negotiation Coaching
     
  • Professional Branding & Positioning
     
  • Confidence & Mindset Coaching
     
  • Career Transition or Pivot Support

Financial Wellness

Unlock your potential. Our resources and tools are designed to help you achieve your goals and prioitize what is important to you. Reach out to us and we'll develop a plan to help set you on the path to reach your goals.

Schedule Intro Meeting

Intentional Wealth Journey

Charlotte, NC, USA

Let's get started!

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