Coaching/Counseling Services

 FREE CONSULTATION/ EVALUATION

During the consult, the coach/counselor will get an understanding of what's happing in your life, make a couple of basic recommendations and recommend the best coaching option that fits your current need. This may also include recommending a competent professional in an area we cannot assist in.

ENTRY LEVEL COACHING & PLANNING

Helps you create a sustainable written plan based on proven percentages, plan for emergencies, control/eliminate debt, establish good money habits and goal setting for money.

Creative people brainstorming in meeting

CRISIS FINANCIAL COACHING/ PLANNING

Provide guidance on handling financial challenges, develop a plan to meet necessities and pay down debts, deal with collectors and bankruptcy.

Comforting Hands

COLLEGE PREP FINANCIAL COACHING/PLANNING

Helps college student understand how to manage their finances, learn how to budget their money, create goals, set proven sustainable percentages for savings, investments and debt repayments. Learn why debt should be avoided.

Teacher Helping Student

WEALTH BUILDING & ASSET PROTECTION

Prepare for retirement, Investing for wealth creation, Insurance, planning for kids college and giving.

Stock Market Graph

PREMARITAL/NEWLYWED FINANCIAL COACHING

The American divorce rate is over 50% and the number one cause is money fights and money problems, this can all be avoided by getting on the same page and agreeing on money at the beginning. This teaches couples how to effectively communicate about money, goals and dreams. We'll work on effectively combining financial resource while building strong money habits, communication and trust along the way.

Mrs. Bride, Mr. Groom

SEPARATION/DIVORCE/DEATH COACHING

Evaluate current situation, teaching budget building, asset protection, debt elimination, insurance and proven financial percentages for building long term wealth.

Lone Walk

Home Purchase Preparation 

Evaluate current financial standing.

Walkthrough the loan process

Explain the advantages and disadvantages of putting down extra amounts.

General loan requirements

Walkthrough what the home buying process looks like from start to finish.

*Guidance provided by Real Estate broker.

THINKING ABOUT THE MOBILE LIFE?

Evaluate current financial standing.

Create a sustainable financial plan. 

Review cost differences between sticks and bricks versus Travel/RV life.

SMALL BUSINESS COACHING

Evaluate the current situation

Put processes in place to effectively manage financials  

Discuss marketing options

Develop cash flow plan

Debt evaluation

Retained earnings & Profits 

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©2020 Clear Direction Financial.

817-500-1228

Mission: We aim to provide hope & guidance while educating and encouraging as many people as possible.