YOU ARE THE ROOT OF YOUR FINANCIAL WELLNESS SUCCESS OR FAILURE.

Money is a great tool. However, when not used properly it can weigh you down, destroy relationships, and prevent you from building the life you want.

And yet, learning how to use money properly doesn’t come naturally.
With a financial or money coach, you’ll get the tools you need to be successful with your finances.

Does this sound familiar?

  • You make good money, but still feel financially tight, or may even live paycheck-to-paycheck

  • You have debt and can’t seem to quickly pay it off

  • Fights with your spouse usually are one way connected to spending or money

  • Goals like paying for your child’s college, your retirement, a new house seem like a pipe dream

  • You wonder how everyone else seems to make it work

  • You’re sick and tired of living like this and are 100% ready to do anything to make it better

financial fundaments coaching credit card stress

Sick & Tired?

Clients hire a coach when looking to get on track with money.

Maybe it was one big financial event - a unforeseen expense, a bad choice - that grew their minor money issues into large problems. They’re looking to get financial coaching immediately before things get worse.

However, clients oftentimes hire a coach when they’ve been feeling plainly “OK”, “secure enough”, “comfortable” for far too long. Clients have thought for months, sometimes years, that maybe they could be doing more. They’re sick and tired of not actually achieving their goals, and feeling like their progress has stalled. It’s like going to the gym alone every day, but continuing to look and feel the same.

Sure, they’re fine. Maybe they don’t have a mountain of debt. Maybe they’re already saving for retirement. Maybe they pay off their credit card most months. But they also want to take a nice vacation every now and then. Maybe they want a larger house, or they feel they’re overworked, underpaid, and stressed.

WHAT IF YOU COULD…

  • Gain the skills and confidence you need to realize and reach your goals. You’ll get the exact steps you need to take to get there and be able to accomplish them.

  • Don’t let your money do whatever it wants. You will be telling every dollar where, when, and how to be spent. You make the money, so you should be in control of how to spend it AND how to save it.

  • Not only will you be able to make decisions, you’ll be confident in those decisions. No second-guessing here.

  • Money will no longer be a stressful issue. Regardless if you make a big or little salary, you’ll feel secure in your income.

  • You’ll be planning months ahead, and prepared for those “whamies”. So, if a surprise does arise, you’ll be prepared with a fully-funded emergency account, plus dedicated savings accounts for each bucket of expenses. Medical bills or leaky pipe anyone? No worries here!

  • Talking about finances will become second nature and you’ll become more confident in financial discussions with your partner. Relationships only get better with open communication.

  • Wouldn’t it be nice to not have any more financial stress, guilt, and shame? It’s possible!

Sounds great, right?

Want to know how to start this life-changing transformation?
It all starts with…

The Revelation Session

  • Book a session

    Schedule this 2 hr. meeting with a Financial Coach. If you have a spouse, make sure both heads of household are available.

  • Prep Work

    Once scheduled, you’ll be sent prep work to complete prior to our meeting. It’s important, and required, so take an evening and bust through it.

  • Coach Prep

    Your Financial Coach goes straight to work behind the scenes using the prep-work to create your custom action plan.

  • Meet Your Coach

    Your Revelation Session is where you’ll get the full picture of your money and the plan for making it work going forward. We’ve got this!

After the Revelation Session You Will HAVE A…

  • Solid, Step-By-Step Plan

    We take the guesswork out of managing your money.

  • Realistic Budget

    The only way to succeed is to budget with numbers you can live with. We won’t take away your fancy lattes or TV subscriptions (…that is, unless you want to!)

  • Savings Strategy

    Feel more confident, secure, and ready to tackle any unexpected expense, while savings for fun too.

  • Debt-Down-Payment System

    We want to tackle it as quickly as possible, and we’ll tell you exactly how to do it.

AFTER THE SESSION, The next step will be up to you:

A. You can take the plan we create in the Revelation Session and progress with it on your own.

B. Or you can sign-up for long-term coaching and make progress with the accountability and support that on-going coaching provides.

couple budgeting together

Individuals & Couples

One 2-hour Revelation Session with a Financial Coach for individuals and couples. Unlock your financial greatness today.

$275

Don’t worry. We get it. Book a FREE 15-minute Q&A call with one of our coaches. See if financial coaching is right for your, and how we can help.

Do you want to start but aren’t sure where to begin?