Services

Financial Freedom has a different meaning for everyone. There are no two individuals or families facing exactly the same financial situation. Because of this, we offer several different coaching packages to meet your individual needs. Remember, we don’t sell financial products, so we have no conflict of interest. You can feel confident that we are not making recommendations based on whatever product or investment earns us the highest commission.
	Debt-free 101 ~ This option is for anyone with consumer debt or in financial crisis. Your coach will help you develop a spending plan that works, a debt-elimination plan, and specific needs (creditors, pending foreclosures, bankruptcy, etc.). Includes an initial 2 hour session and unlimited follow-up for 6 months.
	Beginning Wealth Builder ~ For those who are debt free (except your home) and wanting to fund retirement and/or kid’s college education. Your coaching includes investing and college funding strategies, wills & basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc). Includes an initial 2 hour session and unlimited follow-up for 6 months.
	Advanced Wealth Builder ~ You’re debt free and have already begun to build your net worth, but need help with planning your future. Your coach will help build/review your comprehensive plan including insurance, will and estate planning, investing, college funding, and other “life issues” (career, education, starting a business, home move-up/down, etc.). Includes an initial 2 hour session and unlimited follow-up for 6 months.
	Coaching by the Hour ~ If you’re an Advanced Wealth Builder, and simply want a review of your current situation to keep you on the right course (investments, insurance, will and estate planning, etc.), this option is available to you.