FinancialWellness
Where psychology
meets strategy
Build personal finance knowledge through mindset shifts, not just math.
Why Merlon Green?
We're personal finance coaches who understand that money is emotional, personal, and deeply connected to your life goals.
Behavior-First Approach
We address the psychology behind your financial decisions. Because the best budget in the world won't work if your mindset isn't aligned.
Proven Strategies
Actionable tools and frameworks that actually work. No fluff, no generic advice— just strategies tailored to your unique situation.
Personalized Guidance
One-on-one coaching that adapts to your goals, lifestyle, and financial reality. Because your path to wealth is uniquely yours.
How We Work
A strategic, personalized approach that adapts to your life. We don't just give you a plan—we walk alongside you, adjusting as your life evolves.
Assess
We start by understanding where you are—not just your numbers, but your relationship with money, your values, and what keeps you up at night.
Plan
Together, we create a plan that fits your life—not a one-size-fits-all template. Your strategy reflects your unique situation, priorities, and timeline.
Live
We help you implement your strategy in real life, with real support. We're here when you face obstacles, celebrate wins, and navigate the unexpected.
Adjust
Life changes, and so should your financial plan. We regularly review what's working, what isn't, and adapt your strategy to keep you moving forward.
Ready to start your journey? Let's begin with a conversation about where you are and where you want to be.
Ready to Transform Your Finances?
Join hundreds of people just like you who've taken control of their financial future. Your journey starts with a free 30-minute consultation.
Book Your Free Consultation