I believe that financial success isn’t just about the numbers – it’s about your relationship with money. It’s about how you feel, think, and act when it comes to your finances. Money can be a source of confidence and opportunity!

I graduated from UNC Chapel Hill in 2013, but that was just the beginning of my education journey! As a Certified Financial Education Instructor with an MBA (Wake Forest University, '18) and a Certificate in Private Wealth Management (Chicago Booth, '24), I work with women to help them transform their financial lives so they can make smarter, more intentional decisions that truly align with their goals and values.

In addition to my coaching practice, I’ve had the opportunity to:

• Work with Bounce 10, where helped develop a education portal and engaging financial workshops for high-net-worth families, helping the rising generation build confidence and responsibility with money. 
  
  

• Volunteer with Common Wealth Charlotte, conducting financial workshops for lower-income individuals and families, focusing on financial literacy and practical strategies to build financial stability.
  
  

I’m all about continuous learning and growth, which is why I’m currently working on earning my Certified Financial Planner (CFP) designation. This will allow me to offer even more comprehensive advice and strategies to help my clients feel more confident about their financial future. The more I learn, the more I can bring to the table to help you achieve your goals!

See my full resume  at: linkedin.com/in/kaileywelsh