The Wealthy Agent Coach
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Key Contact at The Wealthy Agent Coach
Angela Dyer
Founder | Financial Consultant | Helping High-Earning Professionals Master Their Money
The Wealthy Agent Coach Email Formats
The Wealthy Agent Coach uses 1 email format. The most common is {first name} (e.g., john@thewealthyagentcoaching.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@thewealthyagentcoaching.com | 100% |
About The Wealthy Agent Coach
As the Founder and Financial Coach of The Wealthy Agent Coaching, I empower high-earning real estate agents to master their finances and achieve long-term stability. Through a tailored, one-on-one approach, I offer comprehensive financial coaching that meets the unique needs of each client, helping them create a clear, confident, and successful financial future. Key Responsibilities: Personalized Financial Coaching: Deliver customized one-on-one coaching sessions addressing the specific financial needs and goals of high-earning real estate agents. Bank Account Structuring: Assist clients in setting up an optimal bank account structure, including personal and multiple business accounts at Relay Financial Bank. Budgeting and Expense Management: Utilize financial technology and resources to help clients create and maintain effective budgeting and financial tracking systems. Paycheck and Tax Planning: Guide clients in determining a consistent paycheck structure based on personal expenses and estimating taxes to ensure preparedness for tax season. Savings and Retirement Planning: Educate clients on saving for business growth and retirement, including setting up dedicated accounts and connecting with financial advisors for retirement planning. Financial Organization: Teach clients how to separate business and personal finances, reducing chaos and improving financial clarity. Client Success: Measure success by helping clients establish a comprehensive banking platform and achieve predictable income draws, leading to increased financial confidence and business growth. Achievements: Successfully coached numerous real estate agents, enabling them to transform their financial practices and achieve greater stability. Developed and implemented a customized coaching program that addresses the unique financial challenges of high-earning real estate professionals. Established a strong reputation for delivering results-driven financial coaching.
The Wealthy Agent Coach revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
The Wealthy Agent Coach has never raised funding before.
Australia
Canada
United Kingdom
Belgium
Frequently asked questions
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40,000 users
