services tailored to your situation

what does the coaching process look like?

The process is simple:

  1. Set up a free consultation

  2. We learn your goals & create a plan that works for your life

  3. You reach your goals

Coaching sessions are held via video chat (Zoom).

Ready to Get Started?

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“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.” - Peggy

Personal coaching:

  • Breaking the paycheck to paycheck cycle

  • Budgeting

  • Debt Reduction and Management

  • Education/College Funding

  • Emergency Funds

  • Wealth Building

  • Helping you never utter the phrase “I make too much money to be this broke!”

  • Retirement Planning & Estate Planning

  • Insurance and Risk Management

  • Leaving a Legacy

Business coaching:

  • Lunch & Learn Seminars for associates

  • Business Planning or Cash Flow

  • Actually taking home profit and a salary from your business

  • Dealing with creditors or letters from attorneys

  • Start-Up Planning

  • Separating Personal & Business Expenses

  • Small Business Succession Planning

  • Coaching programs as an employee wellness benefit

  • Businesses average over $100,000 of improvement in the first year

GROUP PRESENTATIONS/ SEMINARS / conferences:

  • Common Topics:

    • Financial Wellness

    • Budgeting

    • Debt Elimination

    • Finding your WHY

    • Money & Marriage

    • A Wealthy Mindset

  • Lunch & Learn Seminars

  • Marriage Conferences / Retreats

    • The most common source of fights? Money

  • Churches - Scripture has a lot (800x) to say about money. Are we hearers only or doers?