"I always found talking about finances and money uncomfortable and daunting. [Common Wealth Coaching] made it feel easy... [they] remove the perceived barriers when it comes to financial literacy, and are able to empathetically help you achieve your financial goals."
"I no longer am afraid to invest my money into things other than a pure savings account. It has given me a lot more confidence in spending money when I can afford to do so. CWC gave me so much confidence and comfort around something that has been a source of stress and anxiety for so long."
"Any young adult seeking guidance on planning and managing their finances for a more promising future should look no further. CWC's service was highly effective at developing comprehensive strategies to aid me in accomplishing my financial goals."
"I began working with [Common Wealth Coaching] in January of 2020. In 6 months my net worth increased by 8K, I transferred 5 figures of savings into a high yield savings account & increased my 401k contributions. CWC has allowed me to prepared financially for my immediate and long term future."
"[The CWC Team] is kind, knowledgable and committed to helping get your finances in order...[they] helped bring to light some crucial areas of improvement in my spending habits and worked to put together a roadmap to achieve my desired goals. It also really helped that [they are] millennials as well and understood the challenges I faced. Would recommend in a heartbeat!"
"I personally felt like I knew enough about finance. I have studied economics and perform frugally with my spending, but following my coaching session with Common Wealth Coaching, I felt more empowered to create a budget and learned about resources I did not know exist!"
CWC is the growth company. We are committed to supporting personal and financial growth, with the ultimate goal of making wealth accessible for the common person. We do this by giving clarity and direction to financial challenges, building confidence, and advising on how to increase net worth.
Our core offering is the Growth Plan, recommended for all 20-somethings looking to connect their life goals to their finance habits. All Growth Planners also have access to 1:1 coaching.
Beyond Growth Plans, CWC has several resources available, including our free resource guides on our website, our weekly podcast Seeds, and private group workshops.
Our founder, Lesley, brought her values of kindness and ambition to the vision of Common Wealth Coaching. Born and raised in Washington, DC, although from a proud Chinese-Jamaican heritage, she graduated from Duke University and lives in Chicago with her husband. An established Financial Wellness speaker, financial coach, and real estate investor, Lesley believes that you do not have to be a "money person" to live a full and happy life, fueled by the best principles, systems, and habits when it comes to money. Her goals include early retirement, diversified income streams, and wealth through real estate ownership and entrepreneurship. Learn more about our team (and our founder) on Instagram at @cmmnwealthcoach!
A financial coach provides educational guidance and support to their clients, ultimately empowering them to make their own decisions. We support continual learning and can serve as an accountability partner. Notably, many financial coaches come from outside of the finance industry, and we focus on basic personal finance strategies that help clients build wealth, especially if they don't already have existing wealth.
Financial Coaching is distinguished from Financial Advising or Planning in many ways. While Financial Advisors and Financial Planners may offer specific investment advice or sell products, Coaches do not. Financial Coaches also refrain from managing their client's money.
The recommended Financial Planners below are CFP leaders in the field, personalizing investing strategy and management for new generations. Click on the icons below to learn more and get in touch.
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When it comes to managing your money, how do you avoid the noise, and bad advice, to actually get peace of mind? Chances are your friends, teammates, and colleagues are wondering the same. We curate private, customized workshops to facilitate goal-setting and deep dive on the foundations of money management. Our team is here to help.