Coaching

Financial Peace means different things to different people. Your needs are unique to you and your family. No one else is facing the exact fianancial situation as you are. Therefore, I offer different coaching packages to tailor my services to your needs. Remember: I don't sell financial products, so I will never make any recommendations based on whatever product or investment earns me the highest commission.

Debt-free 101
Are you struggling with consumer debt or in financial crisis? I will help you develop a spending plan that works, a debt-elimination plan, and coach you on specific needs (creditors, pending foreclosures, bankruptcy, etc.). I will provide a software budget and a detailed plan to meet your goals. Debt-free 101 includes an initial 2 1/2 hour session and unlimited follow-up for 6 months.

Wealth Builder
You have little or no debt (except for your house) and need a plan to fund retirement and/or college education for your children. Your coaching includes investing and college funding strategies, wills & basic estate planning as well as how to stay debt-free and build wealth. The Wealth Builder plan includes initial 2 1/2 hour session and unlimited follow-up for 6 months.

Coaching by the Hour
Whether you are a Wealth Builder and want help staying on course or you simply need some counsel for a specific issue you are facing, Coaching by the Hour is an option that is available for you.