Looking to do better with your money?
Our average client saves $1,000 in the first 30 days, & eliminates $5,000-$10,000 of debt in six months.
Author Zig Ziglar poses the famous question, “Are you a meaningful specific or a wandering generality?
Below you can Book your Financial Strategy/ Action Plan Session
What is a Financial Strategy/ Action Plan Session?
*It's an opportunity for you to connect with a coach face to face via zoom to get some of your most pressing money questions answered.
*It's an opportunity to discuss your situation with a professional, and get some recommendations you can implement today. We'll also talk about your goals, such as: investing, retirement, family planning, emergency funds, debt concerns, and credit, as well as your finances in general.
If your need is something out of our lane, we're able to connect you to valuable tools, and resources, or other professionals in the financial industry.
We will NOT ask you for money or a commitment during your meeting. If coaching education is appropriate we'll explain what that looks like and any fees associated with the program. We are "No pressure" so, in closing we say "We ask that you think about it, talk about it (if married) and pray about it (if religious) and simply respond with a Yes or No in the following 24 hours."
*Having the camera on is a requirement for face to face conversation and allows us to do screen sharing**
A goal is a result that a person or business wishes to achieve. Goals take apart general objectives and divide them into realistic, manageable, smaller accomplishments. Goals also provide Clear Direction as to how to achieve objectives.
Book your Financial Strategy/ Action Plan Session
What clients are saying:
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”You and Heidi have changed my family's lives for the better! God Bless!” -Ann
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”We’ve paid off $50K in 9 months. Amazing” -Stephanie
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“We really appreciate your counsel as I believe it has improved our communication about finances in our marriage and helped our net worth go up about 100k since we first started with you guys so we are really grateful for the changes you helped us make.” – Mike & Devina
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"...had I not gone through the program with you guys for a year, I would not have had the financial means to pay for any of her hospitalizations. The overwhelming emotions I went through with all of this was very difficult and I couldn’t imagine having to worry about money on top of that."- Adell