Professional Money Mindset & Accountability Coaching
Structured financial and life-planning support for individuals navigating career transitions, retirement planning, and personal goal execution. Services are designed to help you clarify priorities, establish practical plans, and maintain accountability over time.
​Clarity and Structure for Financial and Life Decisions
Many individuals reach a point where financial decisions, retirement considerations, or life transitions begin to feel overwhelming. Common challenges include uncertainty about next steps, difficulty staying consistent, and lack of a clear planning framework. Without structure, even well-intended goals often remain unfinished.
This practice focuses on providing organized, professional support to help you move forward with confidence, clarity, and consistency.
Services Overview
Services are structured to support both short-term decision-making and long-term planning. Each offering emphasizes clarity, accountability, and professional standards.
Money Mindset & Accountability Coaching
Individual and group coaching focused on goal clarity, execution planning, accountability systems, and progress tracking.
Financial & Retirement Planning Support
Guidance focused on budgeting, financial planning processes, and retirement readiness.
Professional Background
Dr. Wendy G. Wilson brings experience across educational leadership, organizational management, and financial services. Her work emphasizes structured planning, informed decision-making, and accountability systems designed to support long-term outcomes rather than short-term motivation.
Credentials
Doctorate in Educational Leadership
Master’s in Organizational Management
Bachelor’s in Political Science (Minor in Business Administration)
