Book a Session
with Nicole Lapin
Get personalized financial guidance directly from Nicole—bestselling author, former financial anchor, and founder of Private Wealth Collective.
Looking for ongoing coaching? We've partnered with our friends at Financial Gym to offer expert financial coaching services.
How Coaching Works
Four simple steps to get started with our partner coaching program
• 20-minute friendly chat with a current client
• No pressure—just see if we're a good fit
• Get real answers from someone who's been there
• Choose 3, 6, or 12 months based on your goals
• Solo or couples options available
• Plans designed to fit your budget
• We'll help you budget for coaching itself
• Get matched with your personal coach
• Share your full financial picture—no judgment, we promise
• Get your personalized plan within 1-2 weeks
• Check-ins every quarter to track your progress
• Monthly emails or quick calls to stay on track
• We respond to your emails within 24 hours
• Access to tools, resources, and our community
Coaching Investment
Curious about how this compares to traditional advisor fees? See the full breakdown.
Perfect for:
- Trying coaching without long-term commitment
- Getting expert guidance to implement on your own
- Quick, focused help with one or two specific goals
- Life circumstances changed and you need to adjust your plan
Perfect for:
- Building better financial habits (it takes time!)
- Accountability while you implement your plan
- Paying off smaller amounts of debt
- Specific goals in the next 6 months
- Just received money and need help allocating it
- Want both a plan AND mindset support
Perfect for:
- Long-term partnership in your financial journey
- Transforming your relationship with money
- Big goals (home purchase, career change, major debt payoff)
- Multiple investment/savings goals
- Business or 1099 income
- Combining finances with a partner
- Stop second-guessing every financial decision
Your wealth coach integrates coaching fees into your comprehensive financial plan, ensuring your investment in guidance aligns with your broader wealth-building strategy.
What You Get
Every membership includes
• A dedicated coach who gets your situation
• Quarterly reviews + monthly check-ins
• Email us anytime (24-hour response guarantee)
• Real accountability, zero judgment
• A budget that actually works for your life
• Clear debt payoff strategy
• Smart saving and investment guidance
• Retirement planning that makes sense
• Updates every 90 days as your life changes
We Can Help With
Whatever money challenge you're facing, we've got you
The Private Wealth Collective Distinction
Human-Centered Guidance
Your dedicated coach provides sophisticated, nuanced counsel grounded in genuine understanding. No algorithms, no automation—just meaningful human partnership designed for your success.
Zero-Judgment Philosophy
We've guided clients through every conceivable financial scenario. Your initial session is transformative precisely because you're met with complete acceptance and confidentiality—no matter your starting point.
Absolute Transparency
We maintain a strict no-product-sales policy. All fees are disclosed upfront. Any external referrals include full disclosure of compensation structures—your interests always come first.
Relatable Expertise
Your coach combines professional credentials with personal financial experience. We're not detached theorists—we're real people who understand the psychological and practical dimensions of building wealth.
Determining Fit
- You've worked hard for years with little to show for it
- You've said 'I should get help with my finances' but don't know who to ask
- You don't have the time, mental space, or desire to DIY your finances
- You want a financial partner, not someone in a suit who's never walked in your shoes
- You're craving clarity and an actionable plan, not more Instagram tips
- You want a space where it's okay to not have everything together
- You're tired of overspending or hoarding money out of fear
- You know money isn't a moral failing, but struggle to unlearn the shame
- You're ready to make big moves without feeling like you're on a crash diet
- You value access over gatekeeping—we work with all income levels
From Our Blog
Practical insights on financial planning, behavioral finance, and investing
Frequently Asked Questions
Try the numbers yourself first
See how fast you could be debt-free with our Debt Payoff Calculator, or check where you stand with our Net Worth Tracker.
Reserve your introduction call
Take the first step toward financial confidence. Schedule your complimentary consultation today and explore how our coaching can accelerate your goals.