About

We started Wealth Wallaby because too many people—regardless of income—are carrying financial stress they don’t talk about. Even high earners are stuck in the paycheck-to-paycheck cycle. Others quietly juggle debt, delay hard decisions, or assume bad financial choices won’t catch up to them. But eventually, they always do—and by then, peace of mind can feel out of reach.

This isn’t just one generation’s problem. Retirees are finding out Social Security isn’t enough. Parents are stretched thin trying to support their families and their futures. And teenagers are signing on for decades of student debt before they’ve ever earned a paycheck. Financial pressure is everywhere, and most people feel alone in it. That’s what we kept seeing in our coaching work—and it’s what inspired us to build something bigger.

Wealth Wallaby was created to be a calm, practical space where people can make real progress with money—without shame, pressure, or financial jargon. What began as one-on-one mentorship has grown into a central hub for tools, guidance, and support, designed for everyday people in the Triangle area of North Carolina and beyond. We believe peace is a valid financial goal—and we’re here to help you reach it, one smart step at a time.

But more than that, we exist because financial literacy is no longer optional. It’s a crisis-level issue. The lack of clear, honest education around money is leaving people unprepared and overwhelmed—and it’s affecting everything from family stability to retirement security. Wealth Wallaby is our way of pushing back. Of equipping people with tools and truth. And of making financial freedom possible—for real people, in real life.