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Free consultation
Free30 min
Talk through your goals — no commitment. One free consultation per person.
Schedule
Book a session
Pick a time that works for you. All sessions are secure video calls.
Coaching session
$20060 min
One-on-one session on budget, habits, and next steps.
Corporate benefits
Contact usCustom
Personal finance coaching as an employee wellness benefit.
ConfidentialSecure videoNo pressure to continue
“The free consultation was the best first step — clear, no judgment, and I knew exactly what to do next.”
What Merlon Green offers
Our coaching focus
- Budgeting and spending habits
- Goal-setting and accountability
- Money mindset and behavior change
When a financial advisor helps
- Choosing investments and building a portfolio
- Ongoing portfolio management
- Tax planning related to investments
Merlon Green provides coaching, not investment advice. Many people work with both a coach and a licensed advisor — at different stages or at the same time.