Personal Financial Coaching
Financial coaching services tailored to your situation
what does the coaching process look like?
The process is simple:
Contact us today to set up a no charge consultation to discuss your particular situation
You decide to work with us
We email you forms to complete prior to your first session
You return the completed forms to us & pay the invoice
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:
Debt Reduction and Management
Cash Flow Expense Planning
Insurance and Risk Management
Leaving a Legacy
Business Planning or Cash Flow
Keeping Personal & Business Expenses Separated
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!