Debt Management
Learn strategies that could save you time and money in your debt repayment journey!
Your goals are unique. Your plan should be too!
Individualized financial advice - meet your personal financial coach.
Credit card debt
Retirement investing
Personalized plans
House downpayment
Wedding savings
About WalletMD
Friendly coaches & proven results
Get on track and stay there
We believe everyone deserves financial wellness, no matter your situation!
Connect with a coach who understands! We’ve all been there.
Learn About
Our Approach to Financial Wellness
Trusting a company to handle your finances can be downright intimidating – even for those with experience. We simplify financial education and streamline personal monitoring so you don’t have to.
1
One-on-one session to review your financial situation & set goals
2
A personalized financial plan & unlimited access to educational content
3
Ongoing accountability to keep you on track & pivot as life happens
Have questions?
Speak with an expert
1-855-234-0632
What Exactly is a Financial Coach?
A financial coach teaches personal finance such as debt repayment strategies, saving & investing towards long-term goals, and how to navigate change. A coach will hold you accountable and keep you moving towards your goals.
or call 1-855-234-0632 to speak
with your Financial Coach
with your Financial Coach
What we’re not?
A financial coach is not an investment advisor or a portfolio manager. Instead of managing your investments, we teach you how to do it yourself!
Financial Education
Feel confident to make smart money moves by expanding your financial knowledge. Learn more through our comprehensive personal finance courses.
Saving & Investing
Planning for the future doesn’t have to be complicated! Understand which saving & investment vehicles are right for you.
Money Mindset
Your relationship with money matters, learn how to reimagine money’s role in your life!
We’re here to help
Ready to level up your finances?
