Will help you plan for emergencies, overcome debt, establish winning money habits and set goals for the future. This is a good place to start if you are doing okay, but just canít seem to get ahead. Your bills are getting paid each month but nothing is going into savings and if you had a financial emergency you could only handle it by going into debt. The best way to handle emergencies is to plan ahead for them.
Will help you address excessive consumer debt, late payments or financial crisis. A plan will be developed during the first session (approximately 2 hours) which will include a monthly spending plan and address any special needs that you may have. This plan will help you meet your basic needs first and then attack the debt that is strangling you, giving you the tools to reach Financial Peace.
Engaged/Newly Married Couples
Starting your marriage on the right path is important. The leading cause of divorce in the first five years of marriage is due to conflict over money. With this option we will help you design a plan that works for both spouses. You will learn how to work as a team to reach financial goals.
Will help you make sense of your money and plan for retirement, college, starting a business, estate planning and giving. We will help you put a plan together that will allow you to reach your short and long-term goals.
Small Business Coaching
Will help you review all the financial aspects of your small business to maximize its effectiveness. This is best done in conjunction with your personal finances to ensure that both are consistent and structured to meet your goals.