FAQs
Wealth Coaching® is financial planning and education for young professionals who want to make the most of their money.
If you’re not ready to work with a financial advisor but want to start moving in the right direction, Wealth Coaching® can help get you where you want to be.
How do we know? Because this program was created by Dani Pascarella, CFP®. She used to work on Wall Street managing money for individuals with $25 million or more in the bank. She left when she decided that her friends (and all young people) should have access to the same quality financial advice as her multi-millionaire clients.
Wealth Coaching® teaches you everything you need to know about money when it matters most (which is now). With time on your side and Wealth Coaching®, you can stop stressing about money and start working towards your first million in the bank.
Our only requirement is that you want to improve your financial situation. Seriously, we have no minimums. We don’t care what your salary is or if you have any liquid assets. We created Wealth Coaching® to be accessible to anyone who wants it. If you want it, we want you.
If you think you might be too advanced for us, that is awesome! We recommend those that are ready to work with a financial advisor to check out our friends at Stash Wealth. To find out if you’re ready for an advisor, you can find out for sure at quiz.invibed.com or schedule a free consultation.
Our team has spent over a decade managing money for multi-millionaires (and even a few billionaires) on Wall Street. We know how the wealthiest people in the world manage their money which allows us to bring that same expertise to you. At the same time, we’re all millennials ourselves so we totally understand where you are right now and what your priorities are.