Introducing…

Private Coaching with Helen

AN ONGOING 1:1 COACHING PARTNERSHIP


For women in finance in their 30s who refuse to let life pass them by

Helen Lee Moon smiling, introducing the Take Charge Coaching Program for women in finance in their 30s

GET THE FULL COACHING DETAILS

Private Coaching with Helen

A personalized, high-touch coaching experience designed to help you proactively take charge of your life—so you finally have more control over your time and energy, and feel fully present, at peace, and confident.

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This isn't a short-lived program with an expiration date. It's an ongoing coaching relationship, grounded in my WISE Method curriculum, and built to support you through whatever your 30s throw at you.

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

Inside the W.I.S.E. Method: Your Coaching Curriculum

The WISE Method is the curriculum I walk every new client through. It's the foundation we build together in your first three months of coaching. We start here because it gives you clarity, tools, and systems that carry through everything that comes next in our partnership.

WHAT MATTERS

🧭 Get Clear on What You Really Want

Coach Helen Lee Moon dancing joyfully in Central Park

Right now, it might feel like you’re watching your life pass you by.

You’re busy checking off all the boxes—building a solid career, keeping up with friends and family, trying to stay healthy, but something still feels off. You’re not actually moving forward in a way that excites or fulfills you.

This is why so many smart women stay stuck in jobs, routines, and expectations that no longer feel right. But the problem isn’t that you’re lost. It’s that you haven’t had the space or tools to get clear on what you truly want or be radically honest about how you’re really doing.

In this first phase, we’ll cut through the noise and help you define what actually matters to you—so every decision aligns with your top value, strengths, and vision rather than external expectations.

Because real progress isn’t possible until you know what you truly want, who you really are, and how you’re actually doing. No more feeling stuck or living on autopilot.

Once you get clear on these, everything else—your decisions, your boundaries, your next steps—will feel more natural, aligned, and intentional.

What We’ll Cover:

  • Visualize your compelling future and create your identity statement to anchor who you truly are and pull you toward what you want

  • Pinpoint your #1 core value and character strengths to use as your North Star

  • Get radically honest with how you’re really doing across 7 key areas of life, choose one focus area, and set a clear goal for your first 12 weeks

INNER STRENGTH

⚡️ Build an Unshakable Mindset

Helen Lee Moon looking confident in streets of New York City

Now you know what you want, but something keeps holding you back.

Maybe you overthink every decision, put intense pressure on yourself, or feel like you have to be productive all the time. Maybe you struggle to relax, feel guilty when you’re not doing enough, or feel scared to make a change.

These aren’t random struggles. They’re ingrained habits built over years of achievement, people-pleasing, and external expectations.

Clarity alone isn’t enough. If your mindset doesn’t shift, nothing else will.

In this second phase, we’ll rewire self-sabotaging thought patterns, stop the guilt and self-doubt, and help you take back control. You’ll learn to set boundaries without guilt, and confidently say no to what drains you, and finally stop beating yourself up.

And while mindset work is an ongoing process, this phase will give you the awareness, inner strength, and tools to start shifting those patterns even if you don’t have it all figured out yet.

You’ll start showing up differently—more grounded, confident, and unfazed!

What We’ll Cover:

  • Identify the self-sabotage patterns and beliefs keeping you stuck (e.g., perfectionism, pressure to achieve, people-pleasing)

  • Name your “Barking Dog” (negative mental noise that never shuts up) and learn to shift negative thought patterns to empowering ones

  • Understand how thoughts create emotions & actions and what to do instead

SMART SYSTEMS

✅ Create a System for Lasting Success

Helen Lee Moon walking with excitement in New York City

By now, you’ve gained clarity on what truly matters and built the mindset to take action. But without the right systems in place, it’s easy to slip back into old habits, overcommit, and lose momentum.

This third phase is about making your progress sustainable.

Instead of constantly feeling drained, anxious about time, or unsure where your energy is going, you’ll create routines and enjoyable rituals that keep you focused, energized, and in control.

You’ll learn how to prioritize what actually fuels you and build a daily rhythm that keeps you healthy and present, not just productive. You’ll stop scrambling to optimize every moment and start structuring your time in a way that keeps you grounded, aligned, and in flow.

We do this last because without a system and consistent action, even the best intentions fade.

This phase helps you lock in what you’ve built, so you have a strong foundation to keep building on—session after session, month after month.

What We’ll Cover:

  • Identify what energizes vs. drains you and start prioritizing the right things

  • Strengthen your health foundation: eating, sleeping, and movement

  • Design your Morning & Night Energizers and prepare for distractions & dopamine urges

  • Celebrate progress daily, weekly, and monthly with powerful reflection & planning

EXPAND

🚀 Expand on What You’ve Built—And Keep Going

Coach Helen Lee Moon smiling past a blooming flower bed on Park Ave in New York City

By now, you’ve gained clarity, built inner strength, and created systems that actually support your life. But transformation doesn't stop when the curriculum wraps—it deepens with practice.

This final phase of the WISE curriculum is about reinforcing your new way of living, staying anchored in what matters, and expanding into the next level of alignment.

These sessions help you stay focused, work through new challenges, and continue growing with support, not pressure.

This is where we work through real-life decisions, unexpected changes, or moments that could otherwise derail you—so you don’t spiral, stall, or slip back into old patterns.

We use this time to strengthen your habits, reflect on your progress, and turn everything you’ve learned into how you live, not just what you practiced for a few weeks.

It's not just about finishing the curriculum strong. It's about making this your new normal—and continuing the work in our ongoing partnership.

WHAT WE’LL COVER:

  • Refine your systems and habits to stay aligned as life evolves

  • Talk through real-life situations and apply what you’ve learned

  • Troubleshoot emotional dips, pressure triggers, or motivation slumps

  • Set your intentions for what's next in our coaching work together

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

Here’s What You Get in Your 1:1 Coaching Partnership

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📅 Weekly 1:1 Coaching Sessions

Get personalized, 1:1 coaching where you’ll receive undivided attention and tailored support.

Private Coaching Sessions (50 minutes each, via Zoom)

  • First 12 weeks: Weekly sessions structured around the WISE Method curriculum—the foundation of our work together

  • Ongoing: Weekly or bi-weekly sessions as we work on what's emerging in your life—based on what you need

The WISE curriculum gives us a strong structure to start. After that, every session is tailored to what's alive for you—career moves, relationships, decisions, blocks, wins, whatever is real that week.

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📱 full-on support between sessions

You’re not in this alone. I’ll be your trusted guide and strategic partner—here to listen, challenge you, hold you to your commitments, and celebrate your wins.

As you take action between sessions, you’ll have ongoing access to support so you never feel stuck or unsure of your next step.

  • Unlimited email, text, and voice message support as long as you're an active client

  • Check-ins between sessions to keep you on track with your goals and priorities

This means you’ll have real-time guidance whenever you need it—not just during our coaching sessions.

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🛠 Personalized strategies, tools & resources

There’s no one-size-fits-all approach to coaching. We’ll tailor the most effective, practical strategies to meet your unique needs.

You’ll also get access to your customized online portal to:

  • Track your progress and results in a data-driven way

  • View coaching session summaries and action steps all in one place

  • Access your personalized tools and resources to support your growth

Everything is designed to keep you accountable, organized, and moving forward with a clear plan that works for you.

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🎉 Welcome & MILESTONE SESSIONS

Saying YES to coaching is a big deal—it’s a commitment to yourself. That’s why we kick things off with a dedicated Welcome Call to set you up for success.

And because growth deserves to be acknowledged, we mark key moments together with dedicated Milestone Sessions—to reflect on how far you've come, name what you've built, and set intentions for what's next.

  • Welcome Call: Start strong with clarity, intention, and excitement as our coaching begins

  • Milestone Sessions: Look back, acknowledge your progress, and set your focus for the next chapter of our work together

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

Your Investment in This Coaching Partnership

COACHING IS A TRANSFORMATIVE INVESTMENT IN YOUR GROWTH, ENERGY, AND CLARITY—AN INVESTMENT IN YOU!

You'll gain clarity, confidence, and a sustainable path forward—so you can stop feeling stuck and start living fully

You’ll also get my full expertise, insights, and proven coaching methods—built from years of experience, deep training, and real results

You'll have a trusted coach in your corner for as long as it serves you—not a rigid program you have to "finish."

If you’re ready to stop waiting for “someday” and start proactively designing and leading your life—let’s begin!

PayMENT

$1000 / Month

Billed monthly. Cancel anytime.

✔️ SIMPLE, FLEXIBLE, AND BUILT FOR THE LONG GAME

No package lock-ins. No paying for coaching you haven't received. Stay with me for as long as this partnership is serving you—whether that's 3 months, 12 months, or years.

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

Why This Coaching is Extra Special

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💪 Powerful Foundation for Lasting Change

This coaching blends health & wellness, behavior change, and design thinking—so you can build a life that energizes and excites you.

Just like a high-rise needs a solid foundation, the W.I.S.E. Method helps you clarify what matters, build inner strength, and create systems that support sustainable growth and expansion.

You can’t thrive on burnout and self-doubt. We make sure your foundation is strong.

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💥 coaching from experience, not theory

I don’t just teach concepts—I’ve lived them.

Everything inside this coaching has been pressure-tested in real life. I don’t offer tools I haven’t personally used myself.

The W.I.S.E. Method isn’t fluff—it’s built from the best of what I’ve learned from top mentors, years of training, and my own transformation.

I know what it’s like to go from just being “fine” to flourishing, and I’ll help you do the same.

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🏆 ONGOING PARTNERSHIP, NOT A SHORT-LIVED PROGRAM

This is not a weekly venting session or feel-good chat. And it's not a rigid package with an expiration date.

It's a focused, high-impact coaching partnership with a clear structure, measurable progress, and real transformation—built to last as long as it serves you.

We track your breakthroughs, goals, and momentum. If something isn’t working, we’ll adjust fast.

No guessing—just real accountability and real tangible results.

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

Real Results from Women in Finance—Just Like You

Before working with me, many of my clients felt drained, stuck, or unsure how to move forward. But through structured support and coaching, they saw a dramatic rise in clarity, confidence, and energy.

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VP in Sales & Trading at Goldman SachS

"Working with Helen completely shifted my sense of agency, putting me firmly back in the driver's seat. At work, I'm confidently leading client meetings, communicating my needs, and tackling my goals with clarity. That heavy, complicated feeling is gone, replaced by genuine optimism, forward momentum, and a calm, centered energy. I feel like me again."

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VP in Equities at Morgan Stanley

"Helen met me where I was, helped me work through the decisions I had to make, and helped me bring my best energy. In the time I worked with her, I found a new partner and a new job in a different city. Through all of that change, she supported me to understand, remember, and prioritize what's most important to me."

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Director & attorney at Macquarie Group

“In a nutshell, all I can say is: wow, mind-blowing experience. Before working with Helen, I felt stressed, exhausted, and stuck. Less than halfway through our work, a coworker noticed my 'glow' on a Zoom call and said he hadn't seen it in years. Everyone needs a Helen in their life!”

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

Is This Coaching Partnership right for you?

✅ This is for you if…

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You believe in your potential and impact. You’re the type of person who has the hunger to do more, be more, and give more. You know there’s more in you that the world has not seen yet!

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You are ready to play full out. You are committed to investing in yourself—ready, willing, and able to invest your time, energy, and resources—to create an energized, empowered, and exciting life!

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You’re done trying to figure it all out alone. You’re curious (and maybe even excited!) to experience what’s possible with a coach as your strategic partner. You’re done wasting time and energy and are ready to go further, faster with support!

❌ This is not for you if…

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You want a quick fix. You must be willing to do the work—show up fully to coaching sessions, take action, and reflect between sessions. You get out of coaching what you put into it.

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You don’t want to invest in yourself. If you don’t see the value of investing your time, resources, and energy in meaningful areas like your health, personal growth, and professional success, this isn’t the right fit.

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You’re looking for someone to tell you what to do. As your coach, I won’t give you all the answers. I am your trusted guide on the side, supporting you and cheering you on toward success—but ultimately, you are the expert of your life.

A 50-minute 1:1 coaching session ($95). The best way to experience my coaching and decide whether private coaching is your next step.

FAQ: What You Might Be Wondering

Still have a question I didn’t answer?


Reach out —I’m happy to help.