Skip to main content

The Program


Schedule a Call

  • Session 1: Untangling Your Story

    Share your story, in a safe non-judgmental space. Through thoughtful inquiry we’ll work to uncover the beliefs and attitudes you hold about money.

    • Define your money beliefs and attitudes so you can transform what is no longer serving you.
    • Identify a challenge or opportunity of growth in your financial life.
    • Learn about the Stages of Inherited Wealth and find out which stage you are in now.

  • Session 2: Mapping Your Money Personality

    Take a money personality assessment. We’ll use this tool to illuminate your natural tendencies, behaviors, and motivations when it comes to managing your money.

    • Gain insight and awareness about your money habits and patterns.
    • Understand how your money patterns support and/or block you in life.
    • Identify ways to use your natural strengths to move forward in your financial world.

  • Session 3: Choosing Success

    Unlock more flow in your financial world. Through guided conversation we will identify those places you may feel stuck and help you make a profound inner shift to feel more empowered in your financial life.

    • Transform emotional blocks so you are free to thrive as a wealthy person.
    • Identify action steps to feel more creative and energized in your financial life.
    • Learn a simple tool to create more ease and flow, anytime for any reason.

  • Session 4: Starting Fresh

    Define a new vision of yourself with your affluence. Together we’ll clarify exactly what it will look and feel like for you to thrive with your wealth.

    • Clearly define a vision for yourself in light of your affluence.
    • Feel a sense of excitement for how your wealth can support you.
    • Prioritize what’s important to you now.

  • Session 5: Claiming Your Financial Empowerment

    Build a personalized blueprint to guide growth and evolution in your financial life aligned with your new vision as a healthy, thriving affluent person.

    • Know what actions you can take now to step into your new vision.
    • Identify self-sabotaging money behaviors so you can let them go.
    • Feel aligned with your new money choices so you are motivated to follow-through.

  • Session 6: Riding the Waves of Change

    Embrace your new identity. Learn a tool to support you to thrive with affluence in a sustainable way. We’ll work together to cultivate resiliency and ease as you navigate this life change.

    • Develop greater compassion for yourself as a wealthy person.
    • Gain knowledge about the change process.
    • Be more equipped to implement and maintain these changes in your financial life.

  • Session 7: Building a Financial Roadmap

    Create an individualized roadmap. Building on the growth you’ve experienced so far, we’ll create a personal roadmap with goals, timelines, and action items to move you toward thriving with affluence.

    • Build a plan outlining next steps in the primary areas of your financial life.
    • Understand responsibilities of wealth and how to handle them.
    • Prioritize what’s important to you in your financial world.

  • Session 8: Celebrating Your Next Chapter

    Celebrate your growth. In the final session, we will finalize your financial roadmap, celebrate how far you’ve come and make sure you have the resources you need to keep thriving as you launch into the next phase of your financial life.

    • Reflect on the growth you’ve experienced.
    • Feel engaged in your financial life.
    • Be poised to move forward with confidence, clarity and purpose.

Schedule a Call

This program is a good fit if you are someone who:

  • Received/will receive a financial windfall through inheritance or divorce.
  • Received enough financial resources so that earned income is not necessary from a financial perspective.
  • Has the time and desire to learn about your wealth.
  • Would like to feel more empowered in your financial life.

If this sounds like you, then schedule a complimentary Discovery Call with Melissa.

Schedule a Call

What you receive when you sign up for Way Into Wealth™:

  • Eight private coaching sessions with Melissa Hoyer.
  • Training on inherited wealth stages and responsibilities.
  • The Sacred Money Archetypes™ assessment.
  • A workbook for the program so you can keep track of your to-dos, learning and growth.
  • Weekly reflections and action steps so you can start making changes right away and get support while you are in the program.

Schedule a Call

Outcomes that participants of Way Into Wealth™ may experience:

  • Minimize stress and feel better.
  • Have productive conversations with family and advisors.
  • Be more organized with finances.
  • Feel more confident in your financial decision-making.
  • Understand what’s important and how to prioritize tasks in your financial life.
  • Learn about the primary financial areas that need attention and what you can do to move forward in each area.
  • Get ideas, perspective, and resources unique to your specific circumstances.

Way Into Wealth™ is a coaching program that prepares participants to engage in the financial planning process; it is not a financial planning program. Though affiliated with The Wealth Conservancy, Inc., the program is not an investment-related service, nor does it provide investment advice.