for Active Families
At Waller Financial Coaching, we embrace the energy and determination that defines physically active families.
Our services are designed to keep your finances as agile and robust as you are, ensuring that while you’re pushing your limits out there, we’re safeguarding your financial well-being back here.
Your Financial Finish Line Awaits
Triathlons demand precision, pace, and persistence—the same goes for your financial journey.
Our e-book Financial Independence for Triathletes equips you with the strategies to sprint past financial uncertainty and toward a life of balance.
Ready to break away from the pack?
Embarking on a financial planning journey can feel overwhelming, particularly when your days are filled with training sessions, family activities, and everything in between.
With Waller Financial Coaching, you have more than just a financial advisor—you have a partner dedicated to supporting your unique lifestyle, ensuring that your financial plan is as resilient and active as you are.
We Do Our Best Work With
Partnering with nice people allows us to build not just financial plans, but lasting bonds of trust and mutual respect.
Saving diligently is an art and our expertise lies in maximizing the impact of your savings, ensuring every dollar works as hard as you do.
We excel in unraveling financial complexities, providing clear and effective strategies for every unique situation.
Our clients know that personal finance is about winning in the long game. A short-term fix or get-rich-quick scheme is not what they are looking for.
Embarking on a financial journey with Waller Financial Coaching is like training for a triathlon — it requires precision, trust, and a tailored plan. We’ve streamlined our process into three simple steps, ensuring that you’re set up for success from the get-go.
Kick off your journey with a quick, no-obligation call. Here, we’ll touch base on your financial goals and aspirations, much like sizing up your bike before a big race.
Dive deeper with a test ride, where we analyze your current financial landscape and start crafting a personalized plan that’s as robust as your training regimen.
If we’re a good fit, we’ll embark on the journey of ongoing advice, continually adjusting your financial strategies just as you would fine-tune your training.
Hey, I'm Justin...
Certified Financial Planner™ + 6x IRONMAN Finisher
As a financial planner and an endurance athlete, I know life’s a marathon, not a sprint.
That’s why I launched Waller Financial Coaching – to help families navigate the financial aspects of their active lives, ensuring they’re as prepared for their financial future as they are for race day.
Our clients are a lot like you
Path to a Satisfying Early Retirement
Laurence & Linda
From Playgrounds to Cap and Gowns
Brad & Catherine
Pivoting with Purpose
Jay & Emma
Memberships & Alliances
Balance in all things is what Waller Financial Coaching stands for — whether it’s balancing your portfolio or athletic pursuits.
We blend the precision of financial planning, accredited by the CFP Board and NAPFA, with the passion of triathlon, represented in our affiliations with the Chico Tri Club, TBF Racing, and the Yuba Sutter Tri Club.
Together with the forward-thinking XY Planning Network, we ensure our services are as dynamic and determined as the clients we serve.
We know you are active and busy.
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Podcast & Posts
Here, you’ll find a blend of topics ranging from achieving financial independence while pursuing athletic excellence to balancing the demands of training with effective money management.
Our content is designed to empower you, offering the latest trends, expert advice, and inspirational stories from fellow athletes who have mastered the art of juggling financial stability with a passion for sports.