Contact Us at (620) 712-2113

Personal Financial Coaching

Financial coaching services tailored to your situation

what does the coaching process look like?

The process is simple:

  1. Contact us today to set up a no charge consultation to discuss your particular situation

  2. You decide to work with us

  3. We email you forms to complete prior to your first session

  4. You return the completed forms to us & pay the invoice

  5. We hold the coaching session - We make a plan together & guide you to reach your goals

Coaching sessions are held via video chat (Zoom).

Ready to Get Started?

“I no longer stress about money - all of my bills are planned and paid before the month starts. I am now making positive plans for my money instead of worrying about what is going to take it from me this month.” - LouAnn

We offer coaching on the following topics:

  • Budgeting

  • Debt Reduction and Management

  • Cash Flow Expense Planning

  • Education/College Funding

  • Emergency Funds

  • Wealth Building

  • Estate Planning

  • Insurance and Risk Management

  • Leaving a Legacy

  • Portfolio/Asset Management

  • Retirement Planning

  • Tax Planning

Business coaching:

  • Business Planning or Cash Flow

  • Start-Up Planning

  • Keeping Personal & Business Expenses Separated

  • Risk Management

  • Succession Planning

  • Coaching programs as an employee benefit

GROUP PRESENTATIONS/conference speaking:

  • Contact us with details

  • Many times we are able to present to groups for a nominal fee or free of charge

Still have questions?

Contact us to get your questions answered!

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