Coaching Service Choices

We have many optional coaching plans available to meet your needs and budget requirements.

“Help! Get Me Out Of Debt!”

This is our Basic Coaching service. It is designed for anyone who has debt outside of a home mortgage or is in a crisis situation (i.e. facing possible foreclosure or bankruptcy, or dealing with creditors). We will help you to establish a sound monthly budget, plan strategically for paying off debt, institute an emergency fund, and address specific personal issues surrounding your individual needs. It includes an initial two hour session, a one hour follow-up visit, and six months of total financial coaching. 

“Hooray! I’m Out Of Debt! Now What?”

This is our Beginning Wealth-Builder Coaching service. It is designed for individuals or families who are out of debt with the exception of a home mortgage and need to begin future planning. A strategic plan will be developed that includes funding a full-fledged emergency fund, saving for short-term and long-term goals, funding retirement and the kids’ education, as well as setting up other investment strategies.

“I Have Some Wealth. How Can I Best Benefit From It?”

This is our Advanced Wealth-Builder Coaching service. It is designed for individuals or families who have more than 50K in net worth and are focused on future planning. A strategic plan will be developed that reviews present investments, insurance, and will and estate planning; and establishes any changes in these areas, along with any life change issues (i.e. life and career changes, continuing education, selling a home, etc.) We have many optional coaching plans available with our trained Coaching CPA to meet your needs and wealth-building requirements.

“I Don’t Need The Whole Sha-Bang. An Hour or Two Will Do.”

This is our by-the-hour plan. We can custom tailor a condensed one or two hour session that will leave you with some great information that will undoubtedly help you in your financial future plans. We also have many optional coaching plans available to meet your needs and financial plans.

“I Am Getting Married, Or Have Been Married, But Financial Disagreements Are Causing Deep Divisions.”

This is our Couples Communication Coaching. Combined with either the Basic Counseling or the Beginning Wealth Builder Coaching services, couples are coached on how to communicate compassionately and wisely in order to come up with mutually satisfying decisions on financial issues. It includes an initial two hour session, a one hour follow-up visit and six months of total financial coaching.

“Searching to Thrive, Not just to Survive”