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Trying to build wealth on your own may already be costing you more than you think.
Without a clear plan, doubt and disorganization creep in, and financial confidence stays just out of reach.
You've done harder things. Now it's time to take the reins and build a financial life you're proud of, with a partner you can trust.
Trust is the cornerstone of every relationship.
And with that trust, we bring the following to our clients...
01.
Financial clarity that lasts
Step into every decision with certainty so you have the confidence to move forward without hesitation.
02.
Tailored guidance
Your path to wealth should fit your values, your goals, your responsibilities, and your season of life.
03.
A path that honors your legacy
We help you build a lasting impact for your future self, family, and causes that matter most to you.
We know that managing your money can feel complicated.
And it can be even more stressful when you're beginning a new season of life.
But here's what I also know:
You don't have to figure it all out alone.
With over 30 years of experience helping women navigate financial transitions with confidence, we bring both proven strategy and real-life perspective.
At Her Wealth Coach®, we combine expert guidance with compassion and education so you can lead your life with clarity, strength, and purpose.
Three Pillars With One Purpose:
Your Financial Peace of Mind
At the heart of everything we do is the Her Wealth Coach Blueprint® - a proven framework designed to guide you through every stage of your financial journey .
Foundation: Where clarity begins.
We start by grounding your financial life with a mindset built for success, a spending plan that reflects your priorities, and the essential protections that let you sleep at night.
Strategy: Where your goals take shape.
From investment basics to retirement planning and proper asset titling, this is where your money starts working for you with intention, structure, and smart decision-making.
Legacy: Where meaning meets wealth.
We help you prepare for what matters most - from estate planning to wills, trusts, and advanced insurance - so your impact lasts far beyond your lifetime.
SERVICES
Premium Wealth Accelerator
Our next cohort begins in September, 2025.
This group coaching and mentorship program provides a safe space to dive deep into your roadblocks around personal finances. We do this with monthly one-to-one strategy calls, educational content, workbooks, and weekly group Q&A sessions.
This program is structured to take you thoughtfully through each of the modules within the pillars of the Her Wealth Coach Blueprint. You'll walk away with a plan tailored just for you as well as the support necessary to continue your progress.
1:1 Private Wealth Coaching
There is one spot open to begin in August, 2025.
Your exclusive six-month program will take an all-encompassing approach to your financial aspirations with a strategy tailored just for you.
This service is designed for a female business owner or executive earning at least $250,000 annually who aspires to transition into wealth smoothly and efficiently, alongside a partner dedicated to help them be financially secure.
Please schedule a call using the link below so we can determine if we are a good fit.
Social Security Optimization
For July 2025, we have 12 spots available.
This service is designed to help you make one of your most important retirement decisions with clarity and confidence.
Through personalized analysis and expert strategy, we’ll map out the Social Security claiming approach that best supports your income, your spouse's income, potential ex-spouses income, as well as surviving spousal options for widows/widowers.
No guesswork, just guidance grounded in your real numbers and real life.
What our clients are saying...
“It was so refreshing to work with Laurie!
There was never a moment of condescending comments or suggestions. She took the time to understand my financial goals, and then we spent our Power Hour discussing specific, actionable steps to meet those objectives.
It is such a relief and comfort to know that I am now confident in my financial plan moving forward.”
- Candace Galiffa
President, NewWay Accounting
"I wasn’t sure what to expect when I began seeking guidance on Social Security spousal benefits.
She took the time to explain precisely how the process would work. Laurie reviewed my circumstances, evaluated my options, and laid out the most advantageous strategy for my situation. Following our session, I knew exactly what my next steps were and felt confident about how to claim my maximum benefit!
Don't hesitate! Laurie is your expert to guide you through the complicated web of Social
Security!”
- Debra Kay, Ph.D.
A Note From Our Founder
When women are equipped with the right tools, knowledge, and support, everything changes.
I know the quiet weight you've been carrying - the pressure to be smart with your money, even when no one ever taught you how.
The late night Googling.
The well-meaning but conflicting advice.
The feeling that you should already know more than you do.
At Her Wealth Coach®, we create a judgement-free space where women like you can finally make sense of it all. Through our proven framework and personalized support, you'll gain not only clarity and confidence, but a financial life that reflects your values, supports your goals, and prepares you for whatever comes next.
Here's to the place where women prosper together and build a more empowered relationship with their wealth!
Laurie Bodisch, CTFA™, RSSA®
Founder and CEO, Her Wealth Coach®
