Our Services
Our Services
Our money management coaching services are geared to help those in any stage of personal finance from:
- Those in debt - Includes anyone with consumer debt or financial crisis. Your coach will help you develop a spending plan that works, debt-elimination plan, and triage specific needs (creditors, pending foreclosures, bankruptcy, etc.).
- Those on the road to financial freedom - For those out of debt (except your home), wanting to fund retirement and kid's college education. Your planning includes investing and college funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc
- Those ready to build wealth - You're debt free and have already begun to build your net worth, but need help with planning your future. Your coach will help build/review your comprehensive plan including insurance, will and estate planning, investing, college funding, and other "life issues" (career, education, starting a business, home move-up/down, etc.
In hopes of offering something for everyone, as well as help anyone who needs it regardless of their ability to pay we offer are offering the following coaching options:
Life & Finances Community - Free
We offer a forum community in which you may participate and receive general information from other community members. Our founder and lead coach participates regularly in the community discussions. This option is not designed to address your personal or specific issues, but rather a place to get ideas and talk with others in similar situations.
Create an account FREE
E-coaching - $47/month
You know you need to pursue a new way of dealing with your finances...but aren't sure you want to invest a lot of money in one-on-one coaching services. Maybe you have gone through Financial Peace University, have tried to work your new budget and it isn’t flowing the way you think it should or you have specific questions you would like answered. This option is perfect for those who need help but due to a busy lifestyle work best by receiving answers and guidance through email.
Membership includes:
Introductory phone call
You will receive a personal call from your coach. This will be a 30-minute call where your coach will meet you, listen to you explain your situation and answer a few brief questions for you.
Unlimited emails to your personal coach with a personal reply
You will have a personal coach who will read and answer your email personally. You can email as much as you like any questions related to your personal finances and receive a personal reply. The only time you will receive an “auto-reply” is if your coach is out of the office or as an acknowledgment that your email was received.
Due to client load we are currently not accepting new e-coaching clients, please join the Life & Finances community for free support