Wordhouse Wealth Coaching

Wordhouse Wealth Coaching works with individual clients across a range of financial situations, offering ongoing wealth coaching, financial education classes, portfolio analyses (Portfolio MRI®), and recommendation and monitoring of third‑party advisers. The firm positions itself as the client’s financial coach and planner, providing periodic reviews, written analyses, and a regularly distributed newsletter as part of its client education services.

The firm’s investment approach is grounded in a Free Market philosophy and a proprietary FMIA/MRI process that emphasizes evidence‑based, globally diversified portfolios built on Modern Portfolio Theory and the Efficient Frontier. Implementation and trading are handled by a designated third‑party RIA using these principles, with portfolios rebalanced periodically and advice focused on long‑term discipline rather than market timing.

Notably, Wordhouse does not directly manage or custody client assets and instead operates in a co‑advisory/coaching role while a third‑party adviser executes and bills for investment management, a structure that is less common among supported firms. The combination of its self‑authored newsletter, no‑fee educational classes and Portfolio MRI®, and a referral program that donates a portion of related revenue to nonprofits are additional practices that distinguish it from many peers.