Personal Budget Counseling
Let our friendly, personal financial counselors assist you with debt counseling, the family budget and money management. We can help you avoid bankruptcy and create a workable budget that you can stick to.
Coaching Options
Advanced Wealth Builder
Includes anyone with excessive consumer debt or is in a financial crisis. We will help you develop a spending plan that works,
a full plan to eliminate your existing debt, and handle any "emergency situations" (creditors, pending foreclosures, bankruptcy, etc.).
Includes a free initial 1 hour consultation, first session 2-2.5 hours, follow-up sessions twice per month for a six month period.
Wealth Builder
For those who never feel like you are making progress and just want to get a plan started!
You are wanting to get out of debt, wanting to fund retirement and kid's college education.
Your planning includes investing and funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free.
Includes a free initial consultation, first session 2-2.5 hours, follow-up sessions twice per month for a six month period.
Coaching by the Hour
If you just want someone to simply review your current strategy and want a second opinion (investments, insurance, will and estate planning, etc.), this option is available to you.
Living Paycheck to Paycheck?
You are probably like thousands of Americans — living paycheck to paycheck — and never feeling like you are making ANY progress. You need that "little something extra" to get you over the hump and on the pathway to being truly financially FREE!You can build for your future instead of finding yourself in the exact same spot, month after month. Take a big deep breath because you have now found the financial coach with the heart of a teacher who will help you find out who you really are, what you really want and help devise a plan to get you there!
