Get ready to take control of your finances
Did you know…
“Approximately 64% of Americans can’t cover a $1,000 emergency.”
— Federal Reserve, 2019
“76% of people in the US live paycheck to paycheck.”
— Financial Wellness, 2016
“The average American household spends 24% of take home pay on consumer debt.”
— CareerBuilder, 2017
“The average retirement savings of a full time worker is $57,000.”
— TransAmerica Retirement Survey, 2019
Who Should Consider Financial Coaching?
Financial coaching is for people who want a better understanding and control over their money so they can get out of debt, save for college, retire with confidence or build wealth. There is no better time than now to start making better financial decisions. Whether you are single or married, age 18, 70 or anywhere in between, you can benefit from our help.
If one or more of these statements apply to your life, you could benefit from becoming a client:
Worrying that you’re one or two paychecks away from missing a payment on a mortgage, student loan, credit card or car loan
Have no emergency fund to cover an unexpected expense
Stressed on how you can send your child or maybe yourself to college or trade school
Constantly late on your monthly bills
Worrying whether you’ll have enough money in retirement
What is Financial Coaching?
Financial coaches should not have a direct affiliation with investment firms so they don’t have any potential bias when helping you make the best financial decisions for you and your family. You’re working with a coach for their perspective, knowledge and tools without having any financial interest in your choices.
Financial coaching is a journey with a knowledgeable financial partner who can provide one or more of the following depending on your specific needs:
Provide you with financial education and tools
Make recommendations and outline options
Teach budgeting skills and help you develop a financial plan
Help identify and overcome financial obstacles with actionable steps
Answer financial questions
Our Services
Budgeting
Those that do work with a budget can win with money. Budgeting is an acquired skill and we’ll show how to get started or maybe fine tune the one you already use.
Debt Management
Whether it’s credit cards, student loans, car loan or a mortgage, we’ll show you how to work your way out of debt.
Retirement Planning
Retirement may seem a long way away or be right around the corner and we can help with both time horizons.
College Funding
College gets more expensive every year. We’ll help you plan and save for your children’s or grand children’s college needs.
Building Wealth
We can show you options and share best practices for preserving the money you have and increasing your income.
Estate Planning
A well organized estate, big or small, is one of the most thoughtful gifts you can leave for your family and loved ones.
Get on the road to financial freedom
Book a free initial consultation today!
There’s no commitment, pressure, or obligation.