Financial coaching focuses on education, habits, and systems, while an advisor typically manages investments for you. Right now West Grove Wealth offers financial coaching which means we help you build clarity, a plan, and the habits to follow it. We don't manage your investments or tell you what to buy. Think of it as getting your financial house in order so you're ready to grow.

We keep it simple and transparent. A free 15-minute consultation to start, a $699 three-month coaching package, or $150/hr for a la carte sessions. No hidden fees, no commissions, no surprises. Most clients find that the clarity and adjustments they make during our time together far outweigh the cost, whether that's optimizing their accounts, eliminating unnecessary fees, or finally having a plan that actually works. Finding out your 401k has been sitting in a high-fee fund for years? That's worth more than one coaching session to fix.

Not at all! That's kind of the whole point. Most people who come to us are smart, successful, and perfectly capable. They just never had anyone teach them this stuff. You don't need to arrive with the right answers, you just need to show up ready to figure it out.

Accountability and personalization. You've probably already done some of that research. What's missing is someone who knows your specific situation and will actually hold you to your goals.

Honestly, that feeling is more common than you think and it stops a lot of people from ever getting started. There's no judgment here, no lecture, and no "you should have done this sooner." Just a real conversation about where you are and where you want to go — whether that's buying a home, retiring earlier than you thought, or simply knowing your money has a plan.

No. While West Grove Wealth is rooted in LA, I partner with professionals across the country. We meet virtually to accommodate your schedule, whether you’re locally based in California, back East in New England, or anywhere in between.