Wealthspan Coaching

Sit down with a geriatrician who also speaks money.

Most people have a doctor, and maybe a financial advisor. Very few have someone willing to sit with both halves of the problem at once. That is what these sessions are for.

Compare services How it works

Services

Start on your own, then choose how much support you need.

These services are educational coaching. They do not include individualized financial, investment, legal, tax, or medical advice.

Self-guided

Wealthspan Resources

Free tools

Use the calculators first if you are not ready for coaching or want to bring cleaner numbers into a session.

  • Age Well Score.
  • Retirement healthcare spend estimator.
  • Retirement savings readiness.
  • Wealthspan and healthspan checkups.
Open the free tools

One session

Wealthspan Snapshot

$299

Limited opening: 10 Snapshot spots available.

One hour to work out where you actually stand, and what to do first.

  • Goals and values review.
  • Budget, savings, debt, insurance, and retirement discussion.
  • Healthcare cost and planning prompts.
  • Written summary with action steps.
Book Wealthspan Snapshot

Booking is handled through Google Calendar. Payment may be collected during scheduling if enabled.

Package

Wealthspan Plan

$999

Limited opening: 10 Plan spots available.

For people who want more than one conversation. We build the plan, then check whether it survived contact with real life.

  • 90-minute strategy session.
  • Values exercise and Wealthspan Snapshot assessment.
  • Personalized budget framework.
  • Two follow-up 60-minute coaching sessions.
Book Wealthspan Plan Session

Start with the initial 90-minute session. Follow-up scheduling and payment details can be confirmed during the booking workflow.

Membership

Healthspan + Wealthspan Membership

$99/year

Build a life plan now, then keep it useful as your health, family, work, and finances change.

  • Healthspan and Wealthspan Life Planner.
  • Quarterly check-ins and life-event reviews.
  • Saved comparisons and a printable annual report.
  • AI companion for definitions and planner guidance.
Explore membership

Billed annually through Stripe. Cancel renewal through the member billing portal.

How it works

  • Choose the service that best fits your needs.
  • Use the scheduling page to confirm availability, meeting details, and any payment steps.
  • Complete a short intake before the session so the conversation starts with the right context.
  • Receive a written education summary with practical next steps after the session.

Before the session

Bring the questions and numbers that matter most.

Coaching works best when you arrive with the financial and planning questions already on your mind. The tools can help you gather a first pass before the session.

Simple prep checklist
  1. Run the Age Well Score or the calculator most relevant to your decision.
  2. Gather rough monthly spending, savings, debt, insurance, and cost numbers.
  3. Complete the Wealthspan Values Exercise and Budget and Net Worth Spreadsheet from your booking email.
  4. Bring questions you want to ask your Coach.

Disclosure

Educational coaching, not regulated advice.

Wealthspan Coaching is educational. It does not replace individualized medical care, medication review, investment advice, legal advice, tax advice, or financial planning from a licensed professional who knows your full situation.