Jeff Merrell

Everything I do as a coach focuses on helping you get the CLARITY you need to take CONTROL of your finances and feel CONFIDENT that you’re using your money to build the life you want.

My coaching methodology and style combine my innate passion for personal finance, my life experiences as a spouse/parent, and my professional background in strategy and operations consulting and strategic partnerships in the tech industry.

My favorite things to talk about include personal finance (obviously), college football, the Supreme Court, podcasts, Survivor, houseplants, March Madness, travel, The Office, volleyball, The West Wing, and more.

If you watch the video testimonials on my website, you’ll hear a few themes:

- Clients find me calm, nonjudgmental, articulate, and reassuring.

- Clients appreciate the methodical approach I take to helping them go from feeling shame, fear, and uncertainty around money to feeling more empowered and excited about their finances than ever before.

- Clients love that I combine live + asynchronous coaching to provide them robust, on-demand, personalized support.

If you want to experience coaching firsthand, I offer the first session (1 hr) for free so that you can see what it’d be like to work with me.

Simply put: I coach because I love it.

Nothing compares to seeing a client achieve greater clarity, control, and confidence with their money, and I become invested in their story and success as though it were my own.

There is *so much power* in having a clear picture of what you want from life; facing head on, without shame, the reality of where you are today; knowing exactly what your life costs; and taking control of your finances to bring your dreams to fruition. That feeling is intoxicating and I love experiencing it over and over again with each client.