What is Financial Coaching?
Financial counseling is an overall review of your financial situation, with a goal to develop short-term solutions and long-term plans. It is the most in-depth, one-on-one service that we offer.
We’ll explore options and solutions with you. We won’t beat you up for what you’ve done in the past, but we will hold you accountable for your future. Keep in mind, though, we can’t do it for you. We want you to win!
We’re unlike most “Personal Financial Advisors/Planners” in that we don’t sell investment, insurance or other financial products. This leaves us free to be entirely objective with our advice, with only your best interest in mind.
Is Financial Coaching Right for You?
To succeed, you’ll need to consider these three questions:
1) Are you committed? In other words, are you willing to change, and will you be faithful to the commitment to change?
2) Are you available? To get the best results, are you will make a time commitment both in and out of the coaching office?
3) Are you coachable? We can show you options and guide you, but are you going to take action? We can’t do it for you.
If you are up for the challenge, here are the services available:
Basic Coaching
Helps you plan for emergencies, overcome debt, establish winning money habits and set goals for the future. Create a plan of action to help you gain control of your greatest wealth building tool, your income! Most people can become debt free within 24 - 36 months. Includes an initial 2 ½ hour session and unlimited follow-up for 6 months.
Maintanance Coaching
Includes anyone with consumer debt or financial crisis. Your coach will help you develop a spending plan that works, debt-elimination plan, and triage specific needs (creditors, pending foreclosures, bankruptcy, etc.). Includes an initial 2 ½ hour session and unlimited follow-up for 6 months.
Wealth Builder Coaching
Helps design a plan for those out of debt (except your home), wanting to fund retirement and kid’s college education. Your planning includes investing and college funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc). Includes an initial 2 ½ hour session and unlimited follow-up for 6 months.
Pre-Married Coaching (Engaged or Newly Married)
Helps you prepare your financial foundation, establish goals for the future, increase communication and helps blend your money together for oneness in your new marriage. Includes an initial 2 ½ hour session and unlimited follow-up for 6 months. (Not just for the young).
Your coaching includes our unique 100% Satisfaction Promise: You must diligently follow our coaching recommendations for 6 months. If you don’t begin experiencing the improvement we show you is possible, and have faithfully worked your plan … then you decide your appropriate fee!
To recieve your complementary consultation, fill out our coaching form and we will respond within 24 hours to set up your 30 minute consultation.
