Healthspan + Wealthspan Coaching
Helping people build healthier lives, stronger finances, and greater confidence for the future.
Your health and finances are deeply connected.Healthcare costs, insurance decisions, retirement planning, and daily financial habits all influence your ability to live the life you want.At The Medicine Check, I help adults align their Healthspan and Wealthspan through practical financial education and personalized coaching. Whether you're building an emergency fund, preparing for retirement, navigating healthcare costs, or simply seeking greater financial clarity, coaching can help you move forward with confidence.Explore the services below to find the option that best fits your goals.
What We Offer
We offer a range of services to meet your Wealthspan needs! See below to find your ideal option
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A one-time 60 minute coaching session designed to identify opportunities and create an actionable plan.
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A comprehensive coaching package that includes goal setting, budgeting, insurance review, and retirement planning.
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Tools and guides to help improve your net worth, retirement planning, financial literacy, and understanding of healthcare costs.
The Process
Clarify Your Values
Your money should support the life you want to live. We start by identifying what matters most to you.
Understand Your Wealthspan
We assess your current financial habits, healthcare costs, savings, insurance, and retirement readiness.
Create Your Roadmap
Together, we develop a practical plan tailored to your goals, priorities, and stage of life.
Live with Greater Confidence
Move forward with clarity, knowing your health and finances are aligned to support your future.
Let’s Work TogetherIf you're interested in working with me, add one of these to your cart and I will follow up within 48 hours.
Your health and finances are deeply connected.
Many people spend years building wealth but overlook how healthcare costs, insurance decisions, and lifestyle choices can impact their long-term financial security.
The Wealthspan Snapshot is a one-on-one coaching session designed to help you gain clarity, identify opportunities, and create a practical roadmap for your future.
During this personalized session, we will:
Review your current financial situation
Discuss your goals and priorities
Evaluate savings, debt, insurance, and retirement planning
Identify potential blind spots
Develop actionable next steps
You'll receive a personalized summary with recommendations you can begin implementing immediately.
Who this is for:
Professionals seeking financial clarity
Individuals preparing for retirement
Adults navigating healthcare and insurance decisions
Anyone looking to align their money with their values
This is educational coaching and does not constitute financial, legal, tax, or investment advice.
A Comprehensive Coaching Package for Your Health, Wealth, and Future
Your health and finances are deeply connected.
The choices you make today, how you save, spend, insure, invest, and prepare for the future, can influence not only your financial well-being but also your ability to live the life you want.
The Wealthspan Plan is a personalized coaching experience designed to help you align your Healthspan and Wealthspan through practical financial education and actionable planning.
Together, we'll build a roadmap that reflects your values, supports your goals, and helps you move forward with confidence.
What’s Included
Initial 90-Minute Strategy Session
Wealthspan Values Exercise
Wealthspan Snapshot Assessment
Personalized Budget Development (50/30/20 Framework)
Insurance Review
Emergency Fund Planning
Retirement Planning Discussion
Two Follow-Up 60-minute Coaching Sessions
Who This Is For
Professionals seeking greater financial clarity
People preparing for retirement
Individuals navigating healthcare and insurance decisions
Anyone looking to align their money with their values
People who want a practical roadmap rather than generic financial advice
What You'll Walk Away With
By the end of the Wealthspan Plan, you'll have:
A clearer understanding of your financial picture
A personalized spending and savings framework
Greater confidence in your insurance and healthcare decisions
A plan for emergency savings and future financial goals
Practical next steps to improve both your Healthspan and Wealthspan
Investment
$999
Important Disclosure
The Wealthspan Plan is an educational coaching service and does not constitute financial, investment, legal, tax, or medical advice. No investment products are sold or recommended through this program.