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Focus On Achieving Your Financial Freedom with Money Wisdom

We help people take timely actions based on practical financial insights
grounded in positive money beliefs!

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Welcome To Money Wisdom Coaching

We Believe All Deserve Financial Freedom If They Possess:

Positive money beliefs
Strong work ethic
Access to financial insights
Timely actions

Founder Catherine Li

100 +

Happy Clients

20 +

Years Of Experience

1,000 +

Hours of Planning and Coaching

25 +

Business Partners

Our Services

What Service We Offer

ALL SERVICES

Individuals and Families

Comprehensive Financial Planning
Risk Management and Insurance Planning
College Education Planning
Retirement Income Planning
Investment Management
Tax Planning

Small Business and Startups

Tax Planning and Optimization
Retirement Plans
Business Continuity Planning
- Employee Benefits
- Executive Bonus Arrangements
Entrepreneurship Coaching – Business Finance

Blogs

Let’s Check Out Our Latest Blogs

We provide our original research and financial insights to keep you informed with the latest industry and market trends.

Three Misconceptions of Financial Planning

Most people have the following misconceptions about the financial planning…

Rethink Asset Allocation of Your Retirement Portfolio

Take a look at your retirement portfolio. If your portfolio has stock and bond mix and their performance is below 8% on a 10-year horizon, you really need to read this article and to rethink your retirement planning.

What You May Not Know About Life Insurance

In most people’s mind the life insurance kicks in when life ends. But you may not know how it works to help you pay the medical bills and accumulate the wealth for your retirement when life happens.

Our Clients Reviews

We love MoneyWisdomCoaching (MWC) as we are getting not only products and services to build our wealth but also valuable advice for our mental wealth.

Arthur Zhu

Small Business Owner

I gained tremendous guidance and help from MWC for my small business in tax planning and business development.

Yan Yu

Financial Manager

MWC helped me and my family gain strong life protection and retirement funding via sophisticatedly designed insurance strategies.

If You Have Any Questions about Our Services? Get A Free Consultation

We are offering free life insurance and annuity policies review.

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Our Events

UN Woman’s 68th Session of CSW

The sixty-eighth session of the Commission on the Status of Women will take place in United Nations Headquarter from 11 to 22 March 2024. Representatives of Member States, UN entities, and ECOSOC-accredited non-governmental organizations (NGOs) from all regions of the world are invited to contribute to the session.

MoneyWisdomCoaching Founder Catherine Li is honored to be invited to attend the session due to her multi-year efforts and leadership in woman empowerment.