Receive expert Financial Coaching from one of our Dave Ramsey Certified Financial Coaches
Debt is one of the leading causes of stress for individuals and for families. It's binding; it holds you down; it doesn't allow you to break free and live to your potential. Our personalized money management plans will put you on a path to living debt-free.
Saving for retirement is often a very confusing thing for many people. Our financial coaches eliminate the confusion by outlining a money management plan that aligns with your goals and puts you on the path to accomplishing them.
If your goal is to gain as much money as possible and change your family tree, or to give it all away to those in need, our financial management team we will get you there. The everyday millionaire is real; our financial coaches and their money management plans will walk you towards becoming one.
We need time to get to know you, you need time to get to know us. You'll spend a few minutes with our financial coaches discussing your goals and your current money management techniques to develop your personalized financial management plan.
Now that we know each other, we can start moving forward with our money management plan. The plan that we develop is 100% customized to you, your needs, and your goals. Regardless of if you have $100,000 in debt, $0 saved for retirement, or you are a net worth millionaire, our expert financial coaches have a financial management plan for you.
Now that we have our money management plan, it's time to start it! We will meet every 2-4 weeks for between 3-18 months to ensure our financial management plan is moving along and addressing your needs and your goals. Your one-on-on accountability partner will be a highly trained and skilled financial coach who focuses 100% on you and your money management plan.
This is where you finally get to live out your goals, and begin to develop new ones. For many of our clients, this generally happens around the 2 year mark. Ask yourself; where do I see myself living with my money in 5-years? To answer that question, you need a personalized money management plan developed between you, and our expert financial coaches.
A Financial Coach is a trained money management problem solvers, financial goal setters, and someone that can help you understand and master your finances in a simple, yet highly effective way. We are the people that spend our free time designing budgets. We are the people that are energized by watching others master their budgets and hit their goals.
We are your Mickey at the start of your 15th round in Rocky I!
Personal financial management is, well, PERSONAL, it's messy, it's emotional, it's shameful, but yet, it's rewarding, encouraging, and down right exciting! Everyone needs a coach, even the greatest athletes in the world have coaches that help them align their skills with their goals and ultimately find holes that might be preventing them from hitting those goals. With something as important as your money management, why wouldn't you seek outside help from an expert financial coach ?
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