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Our Coaching Services

We want families to understand that the key is not focusing on how much they make, but how much they keep.  Financial planning is not only for the wealthy it's for EVERYONE.


The first step is to complete your Financial Survey Questionnaire.  In the comment section of the survey, please provide your best two days/times so we could set up an appointment to meet with you in person or virtually


Our Fees:


If you are serious about building your Financial House and implementing your Financial Roadmap, the fees for "Financial Coaching" is $100 per session.  Once you implement a Financial Scenario, your fee would be waived.

All other services are individually priced based on a Sliding Scale:


Many consumers are under the impression that nothing can be done to improve their credit score. Thankfully, this is not true. Federal law gives you the right to remove or correct misinformation on your credit reports.

Goal setting is a powerful process for thinking about your ideal future, and for motivating yourself to turn your vision of this future into reality. The process of setting goals helps you choose where you want to go in life.

Debt Repayment Plan

A debt repayment plan is a structure you put into place to help you pay off your outstanding debts. You’ll take specific steps to lower your monthly bills and pay down your debt in record time.  The plan that’s right for you will depend on your financial situation and goals. 

Life coaching is aimed at helping people meet goals in their personal or business lives by guiding them in the right direction — much like a sports coach might ...  We will hold you accountable and provide encouragement throughout your journey to become a better version of yourself.

Families should start planning for college no later than middle school. Up until this point, your focus has been on saving for college. But, as your child gets closer to high school age there are opportunities to start preparing for college academics, financial aid and even college life.

Financial coaching is establishing processes and tools for balancing the behavioral and financial needs of the client.  The need for a financial coach is simple: A financial plan, no matter how faultless, is still subject to human behavior and emotion.

For many prospective investors, real estate is appealing because it is a tangible asset that can be controlled, with the added benefit of diversification. Real estate investors who buy property own something concrete for which they can be accountable. 

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