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COACHING / SERVICES /

COACHING / SERVICES /

Build lasting wealth without sacrificing your well-being.

If you’ve ever felt torn between growing your wealth and protecting your peace, you’re not alone. I created The Wealth Well™ to help you align your money with your values, grow your income in ways that feel good, and create a sustainable financial future you’re excited about.

The Wealth Well™ is my signature coaching series designed around a 3-step proven framework — Wealth Wellness, Wealth Strategy, and Wealth Creation — so you can take control of your finances, grow your income, and build aligned wealth on your terms.

Whether you’re looking for a clear strategic plan, hands-on coaching, or long-term wealth-building support, The Wealth Well™ has an option tailored to your needs.

WEALTH
WELLNESS

Heal Your Relationship
With Money

Release money anxiety, learn the energetics behind manifesting, rewrite limiting beliefs, and create a calm, confident foundation for all your financial decisions. Wellness isn’t just about your body and mind; it’s about your bank account too.

WEALTH
STRATEGY

Build A Values-Based
Plan That Works

Create a personalized roadmap for spending, saving, debt payoff, protection, and ethical investing. Every step is rooted in your values, so you can grow wealth sustainably and confidently over time. Think about learning everything you didn’t learn in school and better.

WEALTH
CREATION

Generate Income In
Multiple Aligned Ways

Discover how to create new income streams. From purpose-led business ventures to passive investments. Get clear on your unique skills, strengths, and purpose so you can attract high-value opportunities and build lasting wealth on your terms.

CHOOSE YOUR PATH

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The Wealth Well™️ Strategy Call

Are you feeling stuck in your financial journey or business growth? The Wealth Well™️ Strategy Call is a 60-minute deep-dive session designed to give you personalized guidance, a clear roadmap, and the confidence to take aligned action.

What You’ll Get:

✔ A recorded 90-minute Zoom Call – Revisit our session anytime to stay on track.
✔ A Customized Wealth Audit– A tailored action plan focused on one key goal (savings, investments, business strategy, career moves, money mindset, and more).
✔ A Follow-Up Email with Action Steps & Resources – Step-by-step directions, powerful insights, and additional tools to keep you moving forward.

This isn’t just another coaching call—it’s a transformational strategy session designed to help you break through financial roadblocks, create a solid plan, and start building sustainable wealth.

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The Wealth Well™️ Course + Collective

This transformative 12-week program is designed to help you master your money, build lasting wealth, and align your financial success with your purpose.

What You'll Get:

  • Access to on-demand video modules and workbooks

  • Personalized financial strategies tailored to your goals

  • Exclusive group coaching and live Q&A sessions

  • A supportive community of like-minded individuals

  • Ongoing resources to help you stay on track

Through step-by-step lessons, personalized strategies, and a supportive community, you’ll gain the tools, mindset shifts, and practical guidance needed to take control of your finances and create sustainable wealth.

Close-up of a person holding a smartphone displaying a financial investment app with a portfolio value of over $38,000, showing green positive growth and a line graph, with blurred lights in the background.

The Confident Investor Playbook (5 Weeks)

If you want to invest with confidence and with a positive impact on both the planet and people in mind — this is the ultimate roadmap for you.

With my replayed IG Live video series, I’ll guide you through the fundamentals of smart and sustainable investing, covering everything from stock market basics to building your portfolio sustainably and ethically for long-term growth.

You will also get instant access to the Confident Investor Playbook upon purchase.

Here’s what you'll get inside this course: 

Module 1: Getting Ready to Invest - Understand the importance of having a solid financial foundation before you start investing. Learn how to assess your budget, set up emergency savings, and align your financial goals with your personal values.

Module 2: Passive vs. Active Investing - Explore the differences between passive and active investing, and how to choose the right strategy for your risk tolerance and financial objectives. Learn how to incorporate sustainable and ethical investing into your strategy.

Module 3: Exploring Investment Products - Dive into the main types of investment products, including stocks, ETFs, bonds, and more. Learn how to diversify and align your portfolio with your values, and discover how to ethically invest with a long-term strategy in mind.

Module 4: How to Pick a Stock (Part 1) -
Master the fundamentals of stock picking. Learn how to research and evaluate stocks based on financial health, market trends, and how the company aligns with your values, such as sustainability and corporate social responsibility.

Module 5: How to Analyze a Stock (Part 2) - Take a deep dive into stock charts, volume, dividends, and patterns. Learn how to analyze stock trends, evaluate a company’s ethical practices, and decide whether to invest based on both financial and sustainability criteria.

PLUS, free additional resources such as:

✓ A Workbook Guide
✓ Investing Glossary
✓ Investing Checklist
✓ Investment Tracker
✓ On-Demand 1:1 Text Coaching
✓ A Video Walkthrough of How to Trade and Analyze Stocks

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The Wealth Well™️ Private Coaching

A personalized, hands-on, and long-term coaching experience for individuals who are already earning well and want to make their money work for them.

This exclusive 1:1 coaching is focused on retirement planning, investment strategies, and growing multiple asset portfolios, while also incorporating income-generating ideas for your business and mindset techniques for maximum abundance.

You’ll receive expert guidance on building a diversified financial future, increasing your wealth, and achieving long-term financial freedom through a combination of strategic investments and mindset shifts.

What You'll Get:

✔ Tailored, one-on-one coaching focused on your unique financial goals

✔ Custom retirement planning to ensure your future is secure

✔ Expert guidance on growing and managing multiple asset portfolios

✔ Income-generating ideas to maximize business profit

✔ Mindset techniques to cultivate abundance and success

✔ Ongoing support to adjust your strategy as your needs evolve

If you're ready to take full control of your financial future and grow your wealth strategically, fill out the form to the right 👉🏾

Investment Growth Calculator

Let's visualize your investment's future and see how your money could grow.

Use the sliders below to explore how your starting amount, monthly contributions and investment horizon influence your future wealth. This tool assumes a long-term average annual return of 7.7% based on historical market performance.

$0$10,000
$0$500
1 yr30 yrs
Total savings if invested:
$0
Total contributions:
$0

Disclaimer: This calculator is provided for illustrative purposes only and does not constitute financial, legal, or other professional advice. Past performance is not indicative of future results and you may lose some or all of your invested capital.

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SOME TESTIMONIALS FOR INSPO :)

  • “I personally never had the type of guidance, coaching, and educational info be offered to me the way Morgan did. Everything actually landed with me. She effortlessly offers services that motivate you to change for the better. I literally went from losing money to making money in one single session!”

    Natalie Glanell

  • Morgan pushed me to charge my worth (thanks to her I double what I was originally charging for coaching clients) and to believe in myself and my skills. Although believing in myself may not seem like it is directly related to finances, it is absolutely connected. I have deepened my spiritual practice and awareness"

    Dominiece C.

  • I already feel so ignited to take the steps in my life to not only own my finances, but also to up level in all areas of my life. Thank you Morgan for creating this platform! I am so grateful for you!

    Maddie K.

  • Deep diving into my finances with Morgan was the ah-ha moment I needed. organ was able to lay out a financial blueprint for me that made my goals seem realistic and achievable".

    Christine

Ready to take control of your wealth?