Services

  • Budgeting and Saving

    Coach and clients design a budget that works best for the client needs and lifestyle using a recommended template. Your coach will walk you through the process and discuss how to make your money work for you and simultaneously saving for emergencies and future goals.

  • Paying off Debt

    The average American’s debt is 20% of their budget. Imagine what you could do with that money going towards paying for something in the present or future, rather than paying for your past. Together coach and the client create a becoming debt free plan and execute it.

  • Bankruptcy

    Bankruptcy is used as a last resort for people when they do not know what else to do. If you are thinking of filing or have already filed, your coach can help you with alternative routes and actions, or how to get you through this tough time as seamless as possible.

  • Buying a Home

    While we aren’t relators who can show you beautiful homes to buy, we can make sure you are set up financially to buy one. A home should be a blessing not a curse. We work with our clients through all the financial ins and outs to plan and save for a home.

  • College Planning & Student Loans

    If you or a family member are planning on attending college your coach will walk you through the process and guide you on going debt free. If you have already attended higher education and have student loans lingering your coach will create a plan with you to be student debt free.

  • Retirement & Investments

    We need to plan for the future and for our retirement, but how do you do it and how much? Your coach will educate you on the right retirement and investment option that will meet your goals and needs. Your coach will then set you up with an investment professional to manage them for you.

  • Insurance Selection

    Insurance is a must to protect you and your family. We are here to help you with insurance selections unique to your situation so if and when something goes wrong you are protected. We educate you through our recommended insurance coverages and ones to stay away from.

  • Foreclosure and Forbearance

    Getting either of these notices is stressful for an individual and family. Your coach will walk you through the process of what you need to do in this situation for the best possible outcome. Your coach is here to work on the matter quickly with you to get it resolved.

  • Estate, Trusts, and Wills

    Leaving a legacy for your loved ones and being able to pass what you have built down to them is easier said than done. Your coach is here to walk you through what would be best for you based on your goals. Get rid of the burden that falls on so many families by putting a plan in place.

  • Resume and Career Guidance

    Sometimes we do everything right and things are not falling into place. A different career or job in order to increase your income or change your lifestyle is the answer for some cases. Looking for a different job becomes a job itself. Your coach will prepare you with resume reviews, cover letter sessions, and teach you the different application processes.

  • Dependents Future

    Whether you have children or dependents, saving for their future may be on your mind. There are many options, and it can become a bit overwhelming. How much do we save? Where do we put the funds? These are questions your coach will be able to walk you through, so you can make the best educated selection.