Financial Coaching is our one–on–one service where we offer sound, proven, financial wisdom to people regardless of their current situation. Some clients are:
- on the edge of bankruptcy
- struggling with debt
- doing okay, but can't seem to get ahead
- doing well, but want to do better
Regardless of your financial situation we help people to develop and execute their own customized personal financial plan that gives them hope and a sense of freedom.
We periodically follow up with the client to help them accomplish the goals they shared with us in the initial coaching sessions and to establish new goals as financial and life situations change.
Financial coaching is structured to empower people to take control of their own financial situation.
Who is Financial Coaching for?
- Anyone who is tired of living paycheck to paycheck
- Anyone who carries a credit card balance from month to month
- Anyone who is struggling with mortgage payments
- Anyone who wants to retire with dignity
- Anyone who wants to properly fund his or her children's college fund
- Anyone who is considering bankruptcy
- Anyone who does not have a written financial plan
- Newly married or engaged couples that want to develop a budget together
- Married couples that have stress in their lives due to finances
- Divorced singles that want accountability and direction with finances
- Anyone who wants to be debt free
- Widows and widowers who need trusted financial support from someone who has their best interests in mind and who is not selling products to make commissions off of them
How would I benefit from Financial Coaching?
- Less financial stress in your life due to having a written plan each month for your finances
- More marital happiness due to the unity and security of being on the same page financially
- Less guilt due to knowing all of your bills are paid and there is an emergency fund in place "just in case"
- Relaxing more during vacations and entertainment knowing it was planned for and paid for out of the budget
- Freedom to help others because you have a surplus
- The peace of mind that knowing you have prepared for today as well as the future for your family and others
- The confidence that comes with meeting short-term and long-term goals and plans
- Buying things you can afford with cash, paying no interest, and getting bargains
- Investing with confidence and peace of mind because you understand what you are buying and what the purpose of investments is
- Saving money by buying the proper kind and amount of insurance
Why a Financial Counselor?
In financial coaching our goal is to share knowledge with people so they can make decisions that make sense to and for them. We have experienced time and time again that this leads people to have personal freedom and gives them hope. We never ask or pressure clients to make decisions because "we say so" and we teach them never to "do so" because anyone else tells them to. Our goal is to help people reclaim their lives and be who God created them to be, one family at a time.
