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Find peace of mind.
Implement your financial plan independently and confidently.

Financial Coaching

You don't need a master's degree in finance to start investing. Lyra is here to help.

Investing is not as complicated or time-consuming as you might think!

Schedule an hour-long financial coaching session to develop your investment strategy and increase your self-confidence. You are capable of more than you ever thought possible!

"We received so many requests for financial coaching sessions that we began offering them. After receiving their financial plan, some people feel a bit lost when it comes to actually implementing it."

What to expect:

Over the course of two or three coaching sessions, we will work with you to establish a clear, concrete strategy to put your financial plan into motion.

We are here to help you and your investments move forward, at your own pace. Stress-free.

What are the benefits of financial coaching?

  • Low-commitment: You can decide to stop at any time.
  • Motivating: With each session, you learn more and become more confident about investing.
  • Practical: Coaching teaches you concrete steps to achieve your financial goals.

Want to know more about financial planning?

Want to know more about financial second opinions?

Ready to take control of your finances?
Schedule a free 30-minute phone call.

Let's chat!