Financial coaching & planning to build the future of your dreams
Welcome to your next up
You deserve a coach who accepts your experience with an open perspective and a level of vulnerability that lets you know you are heard, seen, and understood. And you need an advisor with deep financial expertise and behavioral training that give them the tools to guide and empower you through your journey. Welcome to Next Up Financial.
We’ve been in the same places, mentally and emotionally, that our clients are experiencing. To get past those barriers, we help you hone in on what matters most to you - your values and principles. We use those as a compass to create your financial freedom roadmap, whether it’s addressing spending habits and making a strategic budget or managing a portfolio of investments and planning for the next generation.
Coming out of a challenging financial situation or trusting someone to manage your money requires you to extend trust to us as an advisor. We personalize our approach with each client to ensure it aligns with who you are and the needs you have, that it’s realistic and attainable, and to empower you to make the choices that are right for you. Let’s make it happen, together.
About Amanda Wray, BFA™
As the founder of Next Up Financial, I provide counsel to those who avoid their bank statements, people who know their financial situation is solvable but aren’t sure where to start, investors seeking to watch their investments grow, and individuals and families transitioning through life’s turning points.
I advise with empathy and expertise so coaching feels like a safe space to discuss what money means to you. Together, we make changes in your life that give you the confidence and knowledge to create a bright future for you and those you love.
I’m a proud Longhorn (University of Texas), where I graduated cum laude with a Bachelor of Business Administration. I chose to have a career in finance and advising because I believe that an informed decision is the best decision. I now have the privilege of providing insight and guidance as a coach and investment advisor and as the principal of Next Up Financial.
Next Up: Pro Bono Program
Financial education for those in need
As part of our commitment to strengthening individuals, families, and the greater community, we provide financial coaching at no cost for up to eight clients per year. Potential pro bono clients should submit a proposal that outlines your need for support, which could be related to divorce, death of a partner or spouse, or a major life change like the birth of a baby, education, or purchasing a home.
Accepted pro bono clients will be enrolled in our 90-day financial coaching program to address their most pressing issues related to budgeting, planning, debt consolidation, and education.