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Text Content

Method | Process | Testimonials | Coaching | Podcast


WELCOME TO


WISE MONEY MENTOR

Get the clarity you need to take control of your finances and feel truly
confident that you're using your money to build the life you want

 * Arrow Down (Light)WISE MONEY METHOD


WISE MONEY METHOD


 * Arrow Down (Light)WHAT TO EXPECT


PROCESS


 * Arrow Down (Light)TESTIMONIALS


CLIENT TESTIMONIALS


 * Arrow Down (Light)COACHING PACKAGES


COACHING VENUES

LIVE SESSIONS

The bulk of our work together will be done in live, virtual sessions, where we
can cover a lot of ground, ensure understanding, and tailor everything to your
situation

ASYNCHRONOUS SUPPORT

To make sure you have the support you need between live sessions and don't get
stuck, we'll use StoryPrompt for on-demand, asynchronous coaching (try it out
right now here!)

 * Arrow Down (Light)COACHING PACKAGES


COACHING PACKAGES

Try out coaching for free! Schedule your first session with Jeff here.




BY PURCHASING A COACHING PACKAGE OR ANY COACHING SERVICE FROM WISE MONEY MENTOR,
YOU AGREE TO THE DISCLOSURES HERE


SCHEDULE A FREE SESSION




PODCAST

You can find and subscribe to the Wise Money Mentor podcast on Spotify, Apple,
and more!

A social worker's journey from paycheck-to-paycheck to a fully funded 6-month
emergency fund, maxed-out IRA contributions, home ownership, and more (E16)

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55:25



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A social worker's journey from paycheck-to-paycheck to a fully funded 6-month
emergency fund, maxed-out IRA contributions, home ownership, and more (E16)
07/16/2024
55:25
When one spouse manages finances and the other avoids them entirely (E15)
06/11/2024
53:55
"I will be truly worthless and it will be the best feeling ever" (E14)
05/14/2024
37:40
Turning a (serendipitous?) layoff into a new entrepreneurial venture (E13)
04/16/2024
33:51
The most unstable income she's ever had, but also the most calm she's ever
experienced around money (E12)
03/12/2024
36:08
Flying (budget) blind all the way to $125K in debt owed to 29 creditors before
facing reality (E11)
02/13/2024
44:33
The emotional (and financial!) rollercoaster of navigating life's curveballs
(E10)
01/16/2024
34:25
Budgeting for JOY to help others in need (E9)
12/19/2023
15:24
Going from being heartsick and trapped by credit cards to debt free and truly in
charge (E8)
12/05/2023
45:15
When everything happens, all at once (E7)
11/21/2023
24:29
Digging out from crippling debt, a deceitful spouse, and drowning in despair as
a single parent (E6)
11/07/2023
33:17
"I will never again not know where I stand financially" (E5)
10/24/2023
37:49
More stories are on their way - is yours one of them?! (E4)
05/12/2023
3:16
Giving yourself the gift of peace when spending money at Christmas (E3)
05/12/2023
24:04
From $40K+ in credit card debt to financial freedom (E2)
05/11/2023
43:31
Why does this podcast even exist?! (E1)
05/11/2023
6:14




CONTACT WISE MONEY MENTOR

If you have questions, please reach out using the form below. I will typically
respond within 24 hours.If you haven't seen a response after 24 hours, check
your junk/spam folder!Interested in a free, 1-hour coaching session? Reach out
to me on StoryPrompt to get started immediately using asynchronous video
messages, or schedule a conversation using Calendly.

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YNAB IS CORE TO THE WISE MONEY MENTOR APPROACH

I am a YNAB Certified Budgeting Coach, which means that I have been trained to
coach people on using YNAB software and the YNAB budgeting method. I have met
select requirements of You Need a Budget LLC in order to receive this
certification, which means that I have the ability to competently coach YNAB to
others. I am not an employee of YNAB, and all non-YNAB related opinions and
recommendations are my own. My views do not reflect the views of YNAB and its
employees or affiliates.

DisclosuresYNAB Certified Coach. I am a YNAB Certified Budgeting Coach, which
means that I have been trained to coach people on using YNAB software and the
YNAB budgeting method. I have met select requirements of You Need a Budget LLC
in order to receive this certification, which means that I have the ability to
competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB
related opinions and recommendations are my own. My views do not reflect the
views of YNAB and its employees or affiliates.Financial Advice. Any guidance,
advice, suggestions, or tips I provide are solely based on my personal
experience and not based on any sort of professional credential. I am not liable
for any specific financial decisions you may or may not make. I am not a
certified financial planner or advisor. I do my best to share my perspective
but, by purchasing my coaching services, you acknowledge that you understand
that any and all financial decisions are yours and yours alone, and I am not
liable for any consequences or outcomes from those decisions.Privacy. I will not
share your personal, private information with any third party, unless you give
written permission to do so.





Want to try out coaching from Jeff before purchasing?
Schedule your free coaching session