Our Financial Coaching Program

Most Americans don’t budget. Most Americans don’t save. Most Americans are racking up huge debt – credit cards, student loans, medical bills, and more. Maybe you’re like most Americans.

But you don’t have to be.

What if I told you there is a better way? One where you can finally find financial peace – start saving, pay down debt, stop collections – and live without the stress and worry that comes with money problems.

This is exactly why we came up with our Foundation & Plan Kickoff. While this session includes working your finances into a budget, the budget isn’t the goal of the Kickoff. The real goal is to leave you with a plan – something that you can do over the next 7, 30, 60, 90 days to improve your finances. The plan is the lock and the budget is the key.

Think of us as your personal financial team.

We are in your corner. We’ll show you how to fight for your financial peace. We’ll teach you, train you. We’ll motivate you, and hold you accountable. We will always tell you the truth, no matter how hard that truth might be. But we’ll always do it with respect and friendliness. 

A Closer Look At Our

Foundation & Plan


The Plan

This customized strategy guide makes it easy to manage your money. Know when your bills are due, who is responsible for paying them, what day to budget your income, and more. You will get a step-by-step plan for it all.

The Budget

We’ll go through your income and your expenses and lay it out in an easy to read and follow format. And this is YOUR budget, so you get to decide what happens – we’re not going to make you give up your morning coffee!



We hope to leave you with three main strategies. 1) A strategy for paying bills that are easy to remember and follow. 2) A proven strategy for saving money that you can live with. 3) A strategy to eliminate your debt in a consistent way.

Financial Clarity

Do you feel like you don’t really know much about your own finances? You will. After our session you’ll be much more aware of your income and expenses – where it’s all going and why. And, most importantly, you’ll have the confidence to make positive changes.

30 Minute QA Call

It All Starts Here

Schedule your free 30 minute call

We would love to chat with you, to see exactly how we can help you in your current situation. This complementary 30 minute call lets us get to know each other a little better and make sure we’re a good fit. There is no obligation to continue with any services.

Please use the calendar below to schedule your call.

If you cannot access the above calendar, please click here for a direct link.