Coaching Services

We have a full coaching schedule, please check out our  Life and Finances YouTube Channel where we offer money saving ideas and career improvement tips for free.

Money Management Coaching:

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One-hour Phone Q&A/Coaching – A good option for those who have some question or need to get answers or need an unbiased point of view –

One-time Budget Review – Great option for those who need a non-biased third party review your budget or help starting your budget.

  1. We will email you some data gathering forms in an Excel spreadsheet format which we ask you to fill out and return prior to your call.  The reason for this is that there are just too many different budgeting software tools on the market with so many different formats.  This format will allow your coach to look at the figures prior to your call.
  2. Your call will be approximately 1 to 1.5 hours and will be scheduled once we receive your completed forms.

3-Month Money Management Coaching – Our most popular plan. A perfect option for  those who have attended Financial Peace University or those who need a little guidance getting started on their walk  toward financial peace.  A great choice for those planning on getting married, newlyweds or a college graduate who is just starting out in life.

  1. First we will email you some data gathering forms in an Excel spreadsheet format which we ask you to fill out and return prior to your initial call.
  2. Your initial call will be approximately two hours and will be scheduled once we receive your completed forms.
  3. During our first call we will listen to you describe your specific situation, provide options on how to address your specific concerns, teach you proven money management principles, review your data gathering forms and point out areas where you can begin saving right away.
  4. After that call you will have unlimited email access with the option to schedule a quick calls if needed to your personal money management coach for a total of three months to ask additional financial questions and/or seek encouragement. Also have you budget reviewed each month for three months by your coach to ensure you  are on your journey toward financial freedom.

 


 

Career Coaching:

48daysCareer coaching is currently full, please check out our  Life and Finances YouTube Channel where we offer career improvement tips for free.