Services

Personalized Financial Plans

Receive tailored financial plans designed to meet your unique goals, with guidance on budgeting, saving, investing, and debt management for a secure financial future.

Debt Repayment Strategies

Explore effective strategies for managing and reducing debt, with customized repayment plans and practical tips for achieving financial freedom and peace of mind.

Retirement Readiness Assessment

Gain a comprehensive evaluation of your retirement readiness, including analysis of savings, investment portfolio, and retirement income strategies to ensure a comfortable retirement.

Meeting Information

All Meeting are personalized for the person or persons in the classes.

All meetings are fifty minutes long unless otherwise stated.

If a person is married it is required for both of the Spouses attend the meeting or it will have to be rescheduled.

Frequently asked questions

Services

Price listings

Consultation Call:

On this call we take the time to get to know each other, and you can tell me of what your wanting to accomplish by working with a Financial Coach. I want to make sure I can get you the best plan for your dreams of financial freedom and living your best life.(These calls are 20 min. long)

0USD

One Time Call

On this call we will work together to look at your spending habits and see what is causing any problems and look to find the best solution to get you on the right path. (50 min. call)

250USD

Three Months Financial Coaching

Gain insights and strategies to effectively manage and reduce your debt burden, empowering you to take control of your financial situation. (50 min. call)

750USD

Six Months Financial Coaching

Get a detailed evaluation of your budget, ensuring you are on track to build a secure retirement nest egg and live comfortably in your golden years. (50 min. call)

1400USD

Twelve Month Financial Coaching

Continued Financial Coaching and Mentoring thorough assessment and optimization of your budget to maximize returns and minimize risks, ensuring your budget align with your financial goals. (50 min. call)

2500USD

Discounts

There is a $100.00 discount for Veterans and

1st Responders on classes over three months.

0USD