A strategic partner for people making meaningful financial decisions..
Mollie founded Strategic Wealth Coaching to make financial planning more personal, strategic, and aligned with each client's goals. By listening first and understanding the person behind the numbers, she helps individuals, families, and business owners build thoughtful financial strategies that support their lives today and their vision for the future.
Built for clarity, confidence, and ongoing partnership.
The work is not just about investments or accounts. It is about helping clients make decisions with context, care, and a clear understanding of what matters most.
Relationship First
Planning begins by understanding your goals, values, family, responsibilities, and vision for the future.
Strategic Direction
We help organize complexity into a clear framework so decisions feel connected and intentional.
Modern Guidance
Financial planning should feel relevant, understandable, and useful for the life you are actually living.
Long-Term Support
Your strategy should evolve as your career, business, family, priorities, and goals evolve.
Guidance that reflects your life, relationships, and goals.
We proudly serve individuals, couples, families, business owners, and members of the LGBTQ+ community through thoughtful financial planning tailored to their goals, values, and vision for the future.
Lucie Cardwell
Administrative Consultant
Lucie supports practice management, client service, financial planning support, and new business processing.
View Bio
Ricky Warren
Administrative Consultant
Ricky supports clients and advisors throughout the planning process with organization, accuracy, and care.
View BioBuild a strategy designed for the life you want to lead.
Start with a conversation about where you are, where you want to go, and what kind of strategy can support the life you are building.
Schedule a Consultation