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  • Review your financial situation

  • Help you develop a financial plan

  • Teach financial principles

  • Focus on future actions, not past mistakes

  • Assist you in developing good financial practices

  • Workshops



  • Sell any financial products (stocks, bonds, mutual funds or insurance)

  • Make false promises

  • Tell you it will be easy



  • Financial training

  • An understanding of personal finance

  • Financial peace of mind

  • Freedom from living paycheck to paycheck

Financial coaching is not an event, it is a process. Changes will have to be made—in both your lifestyle and your financial habits. If you do the same things you have always done you will get the same results you have always gotten: DEBT. During the process, you will have the support and encouragement of your coach for six months after your first session. Adjustments will be required throughout the process for you to reach your goal of Financial Peace.


The process looks like this:

No Charge Consultation – 30 minutes
This time is for you to share your financial situation and your goals. Your coach will also explain the process and the benefits of financial coaching. If you agree that coaching will benefit you, we will go over costs (if applicable) and schedule your first coaching session within a week or two.

Session One - 2 hours - Foundation and Base Strategy
Your coach will review your financial data in detail and teach you the principles that will be the basis for your plan. This session will also include discussion about developing and evaluating your budget, the resources available to you and your goals. We will begin forming a strategy to meet and exceed your goals on your timeline.

Session Two - 1 hour - Continuing Improvement and Strategy
Your coach will meet with you approximately one month after your initial visit to continue "fine-tuning" your plan, and to ensure you stay on track with your goals and desired outcomes.

Session Three - 1 hour - Continuing Review
Your coach will meet with you approximately one month after session two to review and adjust your plan as necessary.

Follow up – 6 months
You will receive access to your coach by e-mail, telephone and/or in person for six months after your first session.


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