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Say YES to Travel!

Most of us carry a quiet list of places we hope to see “someday.” But someday rarely circles a date on the calendar.

 

We’re hosting a small, creative gathering at The Gathering House in Spokane designed with the goal of helping you turn someday into an actual plan.

  • March 28th | 9 - 10:30 AM
  • Pitotti Coffee Roasters @ 733 W Garland in Spokane
Register Here

Monica Wales, Coaching Freedom, and Travel Freely are not affiliated with or endorsed by Deep Creek Financial Planning or LPL Financial..

Here's What else is coming up soon:

What To Do With Your Old 401(k)?

Whether you have one old 401(k) or five, you need to know your options and choose the best one for you.

About Your HostS

Caleb Stapp

Hi, I’m Caleb, and I’m a financial advisor who accidentally became obsessed with travel hacking.

As a planner serving retirees and educators, I kept seeing the same thing: people with time to travel but hesitant about the cost. You’ve been financially responsible for decades.

Dropping $5,000+ on a trip feels uncomfortable.

That’s why I teach Travel Freely.

You shouldn’t have to choose between seeing the world and being financially wise.

What to expect: The practical system my family uses to earn significant travel rewards through everyday spending. No gimmicks. No timeshare pitch.

Looking forward to showing you how.

– Caleb

Monica Wales

I’m Monica, and I help people (especially women) take control of their finances so they can live the life they actually want.

A few years ago, I went through my own financial awakening. I realized that financial confidence isn’t about having all the money – it’s about understanding your money and making it work for your goals.

Now I coach people all over the country, often from wherever I’m traveling. My husband and I bought a travel trailer, and I’ve conducted coaching sessions from Arizona patios, hotel rooms, and even truck stops. Because financial freedom means you get to choose.

That’s why I love the Travel Freely system. It’s the perfect example of financial strategy meeting real life – using everyday spending intentionally to create experiences that matter.

Looking forward to connecting with you!

– Monica

Find out more about Monica at www.coaching-freedom.com

Register Below

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Frequently Asked Questions

No, we offer these complimentary educational events to help our community, to add value to our client’s lives, and to earn your trust.

We’ll send you a confirmation email with a Zoom link to click on. If you don’t use Zoom regularly then we encourage you to click on that link when you get the email (it won’t hurt anything!) so that Zoom gets set up on your computer well ahead of time.

Then just login to the educational event 5-10 minutes early and you’ll be set.

Yes. We’ve designed these presentations to be helpful to anyone 55-years-old (or wiser!) who is a diligent saver.

In fact, its likely you know someone who recently changed jobs and needs to attend one of our “What to do with your old 401(k)” events.

Or perhaps you have a friend or family member retiring soon who needs to learn more about “Planning for lifetime income in retirement”.

Simply share this website with them (or our phone number: 509.241.8306) and know that you’ve helped someone get connected to information designed to change lives.

Absolutely. We welcome everyone who wants to learn to be better with their finances.

Also, you’ll probably want to go ahead and schedule a Discovery Call (further down the page!) so you can ask YOUR questions and begin to get personalized help.

We’re here for you.

Not if you’re 55-years-old and care about your financial future. 

Teenagers probably wouldn’t get much out of it, but Caleb’s extensive speaking skills are shown off here and you’ll enjoy learning like never before.

Plus, he cheats – he keeps these to 20 minutes or less so you get the info you need without spending more time than necessary.

We’ve got two options for you – and you’ll probably want to do both.

First, scroll down the page and schedule a Discovery Call so we can chat at a time that works for YOU.

Second, join our newsletter so we can let you know when the next events are scheduled.