Finance Family Wealth Coaching
Eliminate money fears, gain essential money knowledge, and be in the driver’s seat of your financial life
Do you wish you could get your top money questions answered and KNOW you’re on track with building wealth?
Have you ever wanted to ask a finance professional questions like…
- How do I know I am choosing the right investments?
- Am I putting enough money away for retirement?
- I want to invest, but I don’t know where to start?
- How should I handle my business cash flow?
- What should I do with my extra money?
- How do I set realistic money goals?
- Who should I trust in finance?
- Am I overpaying taxes?
If so, you’re not alone….
That’s exactly why I’ve created the Finance Family Wealth Coaching program!
A lot of people don’t know who to trust in finance, and they’re left Googling their questions, hoping for the best.
I’m here to help you get on the right track… Today!
The Finance Family Wealth Coaching Program is for YOU if you want to…
- Know exactly how much to invest for your dream retirement
- Learn high-level wealth strategies use by professionals
- Live your best life NOW instead of waiting for old age
- Feel confident that you’re invested for your goals
- Regain complete control over your time
- Spend your money guilt-free
- Save money on taxes
This is a NO judgment zone, and I’m here to help you THRIVE with money
Why am I qualified to help you?
My name is Nikki Dunn, and I’m a CERTIFIED FINANCIAL PLANNER™ professional.
I have over a decade of experience in:
- Working with professionals & investors to improve their mindset around money
- Teaching do-it-yourself investors how to build “wealth compounding machines”
- Tax saving strategies for professionals, entrepreneurs and freelancers
- Helping professionals build an achievable plan for retirement
- Investing in the stock market
- Growing businesses
Whats Inside The Coaching Program..
LIVE monthly small-group coaching meetings, hosted by me and experts in my trusted inner circle
Tools & resources to help you get on track in every aspect of your financial life – investing, tax minimization, savings, debt elimination, and much more!
Access to the Finance Family’s community forum where you’ll connect with other members
Strategies & Techniques You'll Learn:
DEVELOP A WEALTHY MINDSET
MAXIMIZE YOUR CASH FLOW
PROTECT YOURSELF & YOUR FAMILY
DESIGN YOUR DREAM RETIREMENT
MASTER INVESTING
UNDERSTAND & MINIMIZE TAXES
PROTECT YOUR ASSETS
The Investment
Monthly Subscription
$99
Quarterly Subscription
$249
What's Included In Your Membership:
- Monthly small group Wealth Coaching Q&A classes
- Access to the Finance Family member forum to ask questions anytime and engage with other community members.
- Email access to Nikki Dunn, CFP®
- Wealth Coaching class recordings
- Interactive money challenges to keep you on track and accountable