BEHAVIORAL COACHING
Financial Behavioral Coaching is
the Key to Purpose-Built Planning.
At LeConte Wealth, we believe great financial planning starts with understanding you – not just your numbers. Behind every tax strategy, investment plan, or retirement projection is a person with unique values, experiences, and emotions that shape their relationship with money. That’s where behavioral coaching comes in.
Our behaviors around money are rarely just logical. They’re shaped by our upbringing, personal history, and deeply held beliefs – many of which operate in the background. Some people are naturally cautious with money. Others are more spontaneous or driven by emotional triggers. Recognizing these patterns is essential if you want a plan that truly works for your life.
Through Purpose-Built Planning, we help you gain insight into these behaviors so you can make more intentional, informed decisions. Whether you’re prone to procrastination, emotionally tied to a certain investment, or struggling to find balance between short-term wants and long-term goals – we’re here to bring clarity and direction.
Financial success often involves compromise. That might mean prioritizing future security over present comfort, navigating different financial personalities within a marriage, or adjusting expectations for the sake of family unity. Our role is to help you bridge these gaps, so your plan reflects both your goals and your values.
We don’t just build financial strategies – we build understanding. We’ll guide you through honest conversations that uncover what’s really driving your decisions, and help you create a path forward that supports your vision, your priorities, and the people who matter most.
This is the heart of Purpose-Built Planning: a process rooted in both expertise and empathy. A plan that aligns your finances with your life, backed by coaching that helps you stay on track when emotions, uncertainty, or complexity get in the way.
Your financial plan should be a reflection of who you are – not just where you want to go. And with behavioral coaching as a cornerstone of our approach, we’ll help you move forward with purpose, clarity, and confidence.
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
Copyright 2025 LeConte Wealth Management LLC. All rights reserved.
Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
2605 Elm Hill Pike #3
Nashville, TN 37214
Copyright 2025 LeConte Wealth Management LLC.
All rights reserved
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