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You're amazing at helping others feel strong and balanced, but who's helping you build sustainable wealth and a resilient practice?
We offer comprehensive financial coaching and financial plans that integrate personal finance, business strategy and a powerful mindset!
Your Wellness Business
Organized, Profitable, and Sustainable
Financial Planning for Health & Wellness Professionals
Feel confident with your cash flow, savings, taxes, and long-term financial goals. We’ll create a plan that works for your irregular income and reflects your personal values and business dreams
Business Coaching & Strategy
Build a business that supports your lifestyle, not the other way around. From pricing to packages to time management, we’ll design a strategy that helps you grow sustainably without burning out.
Money Mindset & Wellness Integration
You help others take care of their bodies, we help you take care of your mindset. Shift money blocks, boost your confidence, and align your habits with the healthy, wealthy life you’re building.
Success Stories
Rhonda J, Personal Trainer
2 Weeks Ago
“With a quick face to face consultation, I was able to give the team at Athena Plans the information required to build my plan. Within two weeks I was able to put myself at ease with regards to my retirement plans. I should have done this sooner!”
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Taylor R, Physio
2 Months Ago
“I used to panic before tax season. Now I know exactly what to set aside.”
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Nick K, RMT
1 Months Ago
"Pete & Dana helped me break free from financial anxiety. Their approach to personal financial coaching made complex topics simple and actionable. I finally feel in control of my money."
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Let's Build the Financially Fit Business You Deserve
Ready to Write Your Own Success Story? Contact Us Today!
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