Wallick Financial Coaching

I left Corporate America when I resigned from my sales position with a global money manager in April 2020.  I was 40 years old.  I started Wallick Financial Coaching in February 2025 to help everyday individuals make conscious decisions with their money (I had been acting as an informal coach since retiring nearly 5 years earlier as nearly everyone that I encountered asked me how I was able to retire at 40.).  I offer guidance to clients in areas including, but not limited to, budgeting, cash flow management, lifestyle choices, and investment education.  When coaching clients, I lean on real life experiences in addition to techniques that I learned while completing the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) programs.