Lesley’s Money Matters
Your Money. Your Goals. Your Life.
About Lesley’s Money Matters
I’m Lesley Wallace, a financial coach and educator with 20+ years of personal finance experience and a genuine passion for helping real people navigate real life. Lesley’s Money Matters exists around one core belief: your financial life is worth nurturing. Through deep listening and powerful questions, I help clients uncover what truly matters to them, teach what’s needed, and walk alongside them as they build a financial life that fits their unique goals.
I bring both technical depth and real coaching to every session. My background includes financial planning education from Boston University, experience as an associate financial planner at a boutique fiduciary firm, and a decade of professional coaching experience helping people work through complex challenges.
No commissions. No product sales. No judgment. Just honest, practical support for wherever you are on your financial journey.
Services
Financial Coaching & Money Planning
Personalized coaching to help clients discover their financial values and goals, create a Personal Finance Manifesto, design effective budgets, build action plans, and develop healthier money habits with ongoing accountability.
Financial Education & Literacy
Clear, accessible education on meaningful financial topics including retirement savings, investments, insurance, estate planning, education planning, taxes, and employer benefits decisions, including open enrollment.
Ongoing Support & Financial Confidence Building
Flexible coaching packages and remote sessions provide continued guidance, accountability, and financial clarity. Lesley’s Money Matters offers transparent pricing with no commissions, product sales, or assets under management.