Coaching Services

Everyone can use a coach, whether it’s for a physical goal or if it is for your bank account. Simply stated, in financial coaching we will meet you where you are and give you a plan to get started.

Your story is unique. Your skills and resources are unique. But your habits may need re-tooling. Or, your outlook may need an injection of hope.

You need a personal resource to walk with you through the ups and downs of your journey.

Free Consultation

Where am I and where am I going?

  • Examine your financial situation and determine your needs
  • Q&A about coaching structure
  • Schedule in-person or virtual coaching
  • Immediate steps you can take for your success before coaching begins

1-Hour Coaching

3-session standard course

  • Complete personal analysis of your financial picture, including income, assets, debts, hopes, and goals
  • In-depth instruction through Baby Steps program
  • Long-term plan for financial peace
  • Continued guidance, accountability, and encouragement to achieve your goals