Financial Coaching, Reimagined

Build real wealth, no matter where you're starting.

Squared Roots is judgment-free financial coaching for people who never got the money playbook. No jargon, no shame about your income — just a clear, practical plan to grow what you have.

Squared Roots mark
  • Personalized coaching, not one-size-fits-all advice
  • Built for every income level — wealth-building starts wherever you are
  • Plain-English tools you'll actually use after the session ends
Squared Roots
About Squared Roots

Financial coaching that meets you where you actually are.

Squared Roots was started on a simple belief: building wealth shouldn't require a finance degree, a six-figure salary, or a family that already taught you the rules. Whatever your income or your starting point, you deserve a clear, honest plan — and someone in your corner while you follow it.

We work with people who feel behind, overwhelmed, or just never had anyone break it down for them. Together we turn "I don't know where to start" into a step-by-step plan for saving, paying down debt, and building wealth that actually fits your life.

— Alexander, Founder, Squared Roots

What We Offer

Coaching built around your real life

Every service starts with where your money actually stands today — not where it "should" be.

💰

1:1 Financial Coaching

Ongoing personalized sessions to build a money plan around your real income, goals, and life — not a generic template.

📊

Budgeting & Cash Flow

A simple, sustainable system for tracking money in and out, so you always know what's actually available to spend, save, or invest.

📈

Debt Payoff Strategy

A clear, prioritized plan to pay down debt faster — without guilt, and without giving up everything you enjoy along the way.

🌱

Wealth-Building Fundamentals

Saving, investing, and credit — explained in plain English, so you can start building long-term wealth at any income level.

🎯

Goal Planning

Whether it's an emergency fund, a home, or retirement, we build a realistic timeline and milestones to get you there.

🧠

Money Mindset & Habits

Address the habits and beliefs around money that keep so many people stuck — and build routines that actually stick.

Investment

Coaching packages for every stage

Coaching packages built around your goals and how much support you want along the way.

Starter
$150/session
A single deep-dive session to get clarity on where your money stands and a first-step plan.
  • ✓ 75-minute 1:1 session
  • ✓ Personalized action plan
  • ✓ Follow-up email summary
Get Started
Transformation
$1,100/3 months
A full quarter of coaching to build wealth-building habits that last well beyond our time together.
  • ✓ Weekly 1:1 sessions
  • ✓ Full financial roadmap
  • ✓ Investing & credit guidance
  • ✓ Priority support
Get Started
Questions

Frequently asked questions

Not at all. Squared Roots was built specifically for people at every income level. We start with your real numbers today and build a plan around them — there's no minimum income or savings required.

A financial advisor typically manages investments. A financial coach focuses on the fundamentals first — budgeting, debt payoff, habits, and financial confidence — so you're ready to grow wealth long-term.

We'll look at your full financial picture together — income, expenses, debt, and goals — without judgment, and leave with a clear first-step plan you can start using right away.

Sessions are held online via video call, so you can join from anywhere. Depending on your location, in-person sessions may also be available — additional travel fees may apply.

Let's Talk

Ready to build a plan that actually fits your life?

Reach out for a free, no-pressure consult. We'll talk through where you are and how coaching could help — no obligation.

Book a Free Consult