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SERVICES TAILORED TO YOUR SITUATION

 

WHAT DOES THE COACHING PROCESS LOOK LIKE?

The process is simple:

  1. Set up a free consultation

  2. We learn your goals & create a plan that works for your life

  3. You reach your goals

Coaching sessions are held via video chat (Zoom).

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PERSONAL COACHING:

  • Breaking the paycheck to paycheck cycle

  • Budgeting

  • Debt Reduction and Management

  • Education/College Funding

  • Emergency Funds

  • Wealth Building

  • Helping you never utter the phrase “I make too much money to be this broke!”

  • Retirement Planning & Estate Planning

  • Insurance and Risk Management

  • Leaving a Legacy

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BUSINESS COACHING:

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  • Lunch & Learn Seminars for associates

  • Business Planning or Cash Flow

  • Actually taking home profit and a salary from your business

  • Dealing with creditors or letters from attorneys

  • Start-Up Planning

  • Separating Personal & Business Expenses

  • Small Business Succession Planning

  • Coaching programs as an employee wellness benefit

  • Businesses average over $100,000 of improvement in the first year

 

GROUP PRESENTATIONS/ SEMINARS / CONFERENCES:

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  • Common Topics:

    • Financial Wellness

    • Budgeting

    • Debt Elimination

    • Finding your WHY

    • Money & Marriage

    • A Wealthy Mindset

  • Lunch & Learn Seminars

  • Marriage Conferences / Retreats

    • The most common source of fights? Money

  • Churches - Scripture has a lot (800x) to say about money. Are we hearers only or doers?

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