Coaching Services
Financial Strategy/ Action Plan Session
*It's an opportunity for you to connect with a coach with more than 15 years of experience in working with people, 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.
We will NOT ask you for money or a commitment during your action plan session. If coaching education is appropriate we'll explain what that looks like and any fees associated with the program. We are "No pressure".
CLEANING UP &
GETTING THINGS RIGHT COACHING
Working together to create a sustainable written plan, based on proven percentages and methods. This helps plan for emergencies, control/eliminate debt, establish good money habits, and setting goals for long term wealth building.
CRISIS FINANCIAL COACHING/ PLANNING
Provide guidance on handling financial challenges, develop a plan to meet necessities, and work with creditors to avoid bankruptcy and bring you back current.
Additionally, working together to create a sustainable written plan. Going forward the goal is to start planning for emergencies, eliminate debt, and taking control of your money
COLLEGE PREP FINANCIAL COACHING/PLANNING
Provide guidance for college or college-bound students on developing a plan to meet necessities and plan for the future while minimizing or all-out avoiding the student loan mess.
WEALTH BUILDING & ASSET PROTECTION
Provide guidance and education on retirement investments (not which funds to buy, but what to look for), long term wealth creation, and insurance
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.
SEPARATION/DIVORCE/DEATH COACHING
Evaluate current situation, teaching budget building, asset protection, debt elimination, insurance and proven financial percentages for building long term wealth.
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
