• People already believe at some level or will discover that there is more to life than “having it all”. Traditional financial planning has generally focused on the accumulation of assets from a purely technical standpoint only.
  • Values-Based Financial Planning & Wealth Coaching is an expanded concept that helps clients define, express and integrate their life goals, personal values, intentions, and what truly is most important to them with their wealth.  
  • The emphasis is placed on what one values, not the value of what one owns. Through this process, as financial affairs and personal values become more closely aligned, one gains complete confidence in their financial plan and what they are doing.


As your Wealth Coach and Advisor, we act as one might say, your “Personal Trainer” or like your Doctor. We help you make smart choices based on what is most important, your personal situation, and is aligned with achieving your goals for financial freedom, retirement, and life.

Being aware of your options and understanding the impact of decisions to be made, helps our clients move forward with confidence. A plan, process, and coaching builds a relationship to create solutions together and enables us to evaluate and make decisions towards reaching your desired goal. 

The work we do together provides more peace of mind around finances and decisions be made.  

Money can not buy happiness. What it can do, no matter how much one has, is to help you pursue what is most important to you, your family and your future. By moving from money to meaning, from success to significance, and from performance to purpose, a values-based financial plan and wealth coaching can help you live in true abundance.

We invite you to have an initial meeting with Family Wealth Partners so you can discover how we can provide Wealth Coaching & Values-Based Financial Planning to you, what to expect, and the impact it may have on your life.

Schedule a Phone Call or Meeting

What information can we provide that you might find helpful? There is no cost for this initial consultation.

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Family Wealth Partners

Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.