What we do.
Bridging the Wealth Gap
Understanding the foundational principles of personal finance is crucial. These are the "rules of the game" that govern money management. Our programs, which encompass coaching, courses, and a supportive private community, are meticulously designed around three key cornerstones that we believe drive genuine success: Mindset, Knowledge, and Actions.
Through our holistic, triangular approach, we prioritize accountability, fostering a culture where participants support one another in overcoming obstacles and fulfilling their commitments. At Net Wealth Nest, we are dedicated to helping you navigate your unique financial journey, empowering you to achieve lasting success.
Learn the Basics - Free Financial Education
Because Everyone Deserves Access to Financial Education
We share free videos and podcasts designed to help you build a stronger financial foundation without pressure, jargon, or unrealistic promises. Our content covers money mindset, core financial principles, and practical actions you can take to start breaking out of the paycheck-to-paycheck cycle.
Explore a few of our videos below, and use the links to dive deeper through our YouTube channel or podcast platforms.
Programs
At Net Wealth Nest, we believe financial growth isn’t one-size-fits-all. Some people need personalized guidance. Others need structured education delivered in community. That’s why we offer two primary ways to learn and grow: 1 on 1 coaching for individuals and live, group-based financial education programs delivered in partnership with organizations. Both are rooted in the same foundation: mindset, knowledge, and action; all supported by accountability.
Coaching
Our 1:1 coaching is built for individuals who want personalized support and accountability around their real financial situation. We start by understanding where you are today — your income, expenses, debt, goals, and challenges — and then work together to build a clear, realistic path forward.
Coaching focuses on:
Building and maintaining a working budget
Eliminating high-interest debt
Strengthening credit
Creating saving and investing habits
Staying accountable to the actions you commit to
This is ongoing, relationship-based guidance designed to help you make consistent progress — not quick fixes.
Courses
Our group-based financial education programs are delivered live through partnerships with organizations, nonprofits, employers, and community groups. These programs provide structured education around the foundations of personal finance (budgeting, income and taxes, credit and debt, saving, and investing) in a supportive and engaging group environment.
Unlike self-paced online courses, our programs emphasize:
Live instruction and discussion
Practical, real-world application
Accountability through group participation
Community and peer support
Programs can be customized based on the needs of the organization and the people being served.
Community
Launching in February
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Launching in February 〰️ Sign-up Now! 〰️
The Net Wealth Nest Community is a private, supportive space for people who want to grow their financial confidence alongside others on the same journey. This isn’t about perfection or having it all figured out. It’s about learning, taking action, and staying accountable together.
Inside the community, members focus on:
Building strong money habits through weekly mindset, knowledge, and action prompts
Learning foundational financial principles in a practical, judgment-free environment
Staying accountable to the goals and actions they commit to
Connecting with others who are working toward their first major wealth milestones
The community is designed to support you whether you’re just getting started or continuing to build momentum — without pressure, hype, or unrealistic promises.