Financial Coaching Program
Let Money Serve You
Enroll in our financial coaching program to gain money confidence and set yourself up for long-term financial wellness.
Upon conclusion of the program, you will have:
- Reassessed your financial goals and relationship with money
- Discovered and implemented strategies to enable your short- and long-term financial goals
- Gained awareness and intention in your approach to spending, savings, and investment

Your Coach

Jared Lin
As a financial coach, I help you deploy strategies and tactics to ensure your long-term financial wellness. I employ a cross-disciplinary approach to help mobilize your strengths to overcome your roadblocks and create a plan that works for you. With my support, you can expect to become more intentional with your money and build an informed approach to spending, savings, and investment.
While obtaining my undergraduate degree in economics at Duke, I became engrossed in behavioral finance and psychology, studying how individuals make suboptimal decisions largely due to incomplete information. I was struck by the lack of universal education in personal finance and ensuring one's long-term security and wellbeing. I observed how this was in large part due to conflicts of interest and information withheld by financial institutions to increase their own profit.
I embarked on a journey to research and develop effective strategies for building financial wellness for me and my family. Leveraging my education and over 10 years of research, I created philosophies and practices rooted in market principles that are simple yet effective. I have since made it my mission to coach and educate others on ensuring their financial success.
Having built and coached countless others on sustainable money practices, I can help you achieve long-term financial wellness and money confidence. Together, we can develop your financial plan and relationship with money to best serve you.
Schedule Discovery Session
★★★★★
"[My partner] and I can definitely say that working with Jared via the personal finance coaching arm of his practice has been one of the best things we’ve done as a couple. We could not recommend Jared more highly…. The sensitivity and professionalism with which he approaches each session is exactly what we hoped for, and more. I hope anyone here who is looking for structure and guidance for their personal finance will consider using his services and get the value we’ve gotten from our sessions."
- Jeff D.
★★★★★
"I cannot imagine a better person than Jared to be my coach in this moment. I need someone who can provide firm, intelligent guidance with warmth and authenticity, all of which Jared provides and more. He's been really helpful in helping me navigate the emotions of "big life stuff" (e.g., life milestones with financial implications), while also providing resources and tactics. It's been a really great experience and I can tell he enjoys this work!"
- Alejandra A.
★★★★★
"Coaching with Jared has been immensely helpful during a transitional phase in my life. Working with him has boosted my personal and professional confidence, helped to build structure in my daily life, and provided tools to identify and deliver on my goals. Jared's coaching style creates a safe, judgment-free space to explore and learn. His knowledge of the science behind behavior and habit building has been especially helpful in understanding how my past habits were formed and how to introduce new behaviors. I can confidently say that I am more self-assured and certain of my personal and professional goals due to Jared's coaching."
- Kadel A.
Pricing
Coaching Program
Base Package
$1599.97
Our programs include intensive live 1:1 coaching in addition to targeted education and resources to best equip you with the information and guidance you need to succeed.
- 8 live sessions with a coach
- Personalized growth planning
- Email recaps after each session
- On-demand text support
Coaching Program
Full Package
$1999.97
The Full Package includes all base plus all optional sessions outlined in the program.
All Base Package features plus:
- 3-4 deep-dive sessions
Add-On
Optional Session
$199.99/session
A single optional session as outlined within the coaching program. All optional sessions are included in the Full Package.
- Tactical/deep-dive session
Receive a Free Discovery Session
Unsure whether coaching is right for you? We offer a free coaching discovery session to anyone interested in our services. Claim yours today!
