Birch Road
Wealth Builders

Birch Road Wealth BuildersBirch Road Wealth BuildersBirch Road Wealth Builders
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Birch Road
Wealth Builders

Birch Road Wealth BuildersBirch Road Wealth BuildersBirch Road Wealth Builders
Home
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About Us
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Financial Literacy for Everyone. 1:1 Coaching For less than your Coffee.

Financial Literacy for Everyone. 1:1 Coaching For less than your Coffee.Financial Literacy for Everyone. 1:1 Coaching For less than your Coffee.Financial Literacy for Everyone. 1:1 Coaching For less than your Coffee.
Apply today

What comes with 1:1 Coaching?

Learn how to develop and manage, in a private, one-on-one setting:

  • Budgeting/Spend control
  • Your Personal Net Worth Statement
  • Set near, mid, and long term Goals
  • Model your goals (home purchases, sales, refinances, retirement)
  • Ongoing on-call support for 8-16 weeks via text, email, or video
  • Affordable and Approachable.

Apply Today

Small Group Classes - Now Scheduling for February

Flexible Scheduling

Small-group coaching/teaching environment  that works for you!  Always available everywhere remotely, in-person sessions in Anchorage until May 2025.

Massive Impact

Be able to take immediate action with your. learnings and kick your financial future into high gear.

Book Club? Wine Night?

Get your friends together and learn today!

Small group classes - Flexible scheduling

Do Money Right

There is an absolutely OPTIMUM way to deploy your dollars to maximize their value.  Our Do Money Right course is a two-hour deep dive into optimizing the deployment of your every dollar.

Course and digital materials - $100

Get on the List for the Next Class!

Develop Your Net Worth Statement

Two hour session with hands on help to figure out your net worth, and plan goals to grow it!

Course and digital materials - $100

Get on the List for the Next Class!

Understanding Investment Accounts

Key Differences in retirement account structures and what to think about when and where you're making contributions.  Two hour session.

Course and digital materials - $100

Get on the List for the Next Class!

Introduction to Investing

Untangle the vocabulary and learn what it all means to invest today.  Actionable knowledge you can take back to review your investments or plan your next steps.

Course and digital materials - $100

Get on the List for the Next Class!

Beginner-to-Confident: Four-Pack

Go from nervous newbie to confident shopper in this Four Week series guaranteed to get you the tools you need to succeed in today's investing environment.   Flexible scheduling that meets your needs - knock out one class per week to get you budgeting/saving, understanding your net worth statement, goal setting, retirement basics, and enough knowledge to select your own portfolio with consideration for risk.

Four courses and Digital Materials - $200

Get on the List for the Next Class!

Got a small Group of 5 or more? Apply for special pricing on a topic for your group!

Group of 5 - $100/each

Group of 6 - $90/each

Apply and we'll be in touch on custom pricing that meets your needs!

Apply Today!

About us

We are a Fee-Only, Freelance Financial Education and Coaching business based in Frankfort, Illinois.


Build the skills you need to come up with your own answers:

Should I pay off my car?

Should I refinance my mortgage?

When will I be financially independent?

When can I retire?


See us for how-to's in:

Daily Money Management

Budgeting

Financial Goal Setting

Investing Education

The tools you need to get confident about your financial future.

Get learning today to meet your goals!

Social - Check us out on Instagram and Facebook!

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It is never too early or too late to start filling your knowledge tool shed! Tell us more about what you'd like to learn here:

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Birch Road Wealth Builders

www.birchroadwealthbuilders.com

pamela@birchroadwealthbuilders.com

Copyright © 2025 Birch Road Wealth Builders, LLC - All Rights Reserved.

I am not a licensed financial advisor. I offer education so that you can make your own decisions about your finances, not prescriptive advice. The information that is found here are my opinions and the opinions of other readers/contributors, and should be taken as such.  Please read the full disclaimer here.

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