Let us share with you the peace of mind that comes with taking control of your finances and living with a plan for the future.
What is a Financial Coach?
Consider us personal trainers for your financial health. Similar to how a personal fitness trainer works one-on-one with clients to create customized solutions that will meet their specific health needs, a financial coach helps you get from where you are to where you want to be financially. Our solutions and recommendations are unique to you. Working with a coach, you will:
- Be given the accountability you need to follow through on your plan
- Find hope and contentment
- Receive personalized resources and tips
- Improve your relationships
The table below shows two popular options, the Fine Tuning and the Select-A-Coach;
Fine Tuning – perfect for those that want to discuss a specific topic or want a second set of eyes to evaluate their situation.
Select-A-Coach – matches you with a coach that is experienced with situations like yours and has the proven ability to maximize your potential.
Fine Tuning Plus:
3 Months Private Coaching
Unlimited Access to Personal Coach
Description of Offerings:
Online Education Annual membership to a self-paced online education platform ($99 Value)
Coach Match Consultation Free phone consultation to determine the financial coach that will be a best match for you and your situation
Private Coaching Session Personalized session(s) with an expert financial coach. You will be matched with a coach that is an expert for your situation. None of our coaches sell insurance, investments or any other financial product
Accountability Program Email us your budget each month and well reply with adjustments, corrections and tips specific to your situation and goals
E-Mail Support Send us your questions and well provide guidance
3 Months Private Coaching Unlimited access to a financial coach for three months
One Month Private Coaching – Includes an Initial consultation and two accountability sessions
To start the process, Contact Us!
Business Coaching – is available and quoted on a custom basis.