Relationship-Centered
Planning begins with understanding each client’s goals, values, responsibilities, and vision for the future.
Financial Advisor
Mollie Lehman
Mollie founded Strategic Wealth Coaching to provide thoughtful, relationship-centered financial guidance for individuals, families, business owners, and professionals navigating meaningful financial decisions.
Biography
Financial planning should be personal, strategic, and aligned with the life you are building.
Mollie’s approach is grounded in listening first, understanding the person behind the numbers, and helping clients create financial strategies that support the life they want to build.
Through Strategic Wealth Coaching, Mollie works with professionals, entrepreneurs, leadership-minded individuals, families, and members of the LGBTQ+ community who want a more connected approach to wealth, planning, and long-term direction.
Her work is designed to help clients simplify complexity, identify priorities, and move forward with greater confidence across retirement planning, investment guidance, risk management, business planning, education strategies, and life transitions.
How Mollie Supports Clients
Service, strategy, and thoughtful guidance.
Strategic Direction
Mollie helps clients connect decisions across investments, risk management, retirement, business interests, and family priorities.
Inclusive Planning
Strategic Wealth Coaching welcomes diverse individuals, couples, families, business owners, and members of the LGBTQ+ community.
Ready When You Are
Start with a conversation about where you want to go next.
Schedule a consultation and begin building a strategy around what matters most.
Get Started