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Financial Coaching

Why a Coach?

Wherever you are in your financial life, you will always need the knowledge of where you should go next with your financial decisions. The goal of the coaching program is to teach and help you make smart choices in your financial life. By implementing the knowledge you learn through this program, you can gain confidence and freedom in your financial future.

How You Can Benefit

  • Learning Money Concepts and Principles
  • Receiving Help in Reaching Your Future Goals
  • Learning to Budget
  • Acquiring Strategies for Decreasing Debt
  • Access to Budgeting Resources Through a Personalized Financial Portal
  • Accountability in Making Progress Toward Your Goals

The Process

Financial coaching is conducted over the phone, in-person, video conference or any other manner that works for you. These (typically) 60-minute sessions cover a wide range of topics and are designed to lay a foundation for sound financial decisions. Each session covers different material based upon your needs. Each session provides opportunity to address any questions you may have at the time.


Sessions are conducted regularly each month, for a flat fee of $100 per month. Coaching is provided on a month-to-month basis, but designed for at least a 12 month period. Give us a call today to see how you might benefit. 


Click the link below to find out more information.

Financial Coaching Program