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If you have reached our website our services are available to you.

Special focus in the Southeast:

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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

Fee based Coaching Options

We are in the process on installing some new features for our services options.  Until then please use our Contact Us page for inquiries.


 
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Client Coaching Agreement

I/We, {client name} agree to make the changes necessary in my/our lives, which will help save my/our finances and secure my/our future as well as my/our relationships, and potentially change my/our family tree.

If I/we have trouble during this life-changing journey, I/we will not go back to our old spending habits. I/We will lean on our family and friends and the proven principles we will be taught by Tranquility Financial Visioning, LLC.

I/We understand that I/we are accountable for my/our actions with regard to all financial decisions, including spending, saving, cash flow planning, debt etc. I/We will not hold any other person, group or organization responsible for my/our success or failure. I/We agree that from this day forward, we are taking control of our financial future.

I/We have read, understand and agree with the policy of Tranquility Financial Visioning, LLC as posted on www.TranquilityFinancial.com

Payment is considered as an electronic signature acknowledgement of this agreeemnt as well as our policy which can be found here: Our Policy.