Financial Coaching

Let’s face it … Money is an important part of our life.  We need it to buy food, pay for shelter, clothing, transportation, etc.  As they say, whether we like it or not, money makes the world go round.  It’s a necessity that we need and one that we need to understand how to manage.  Unfortunately, that is where many Americans are falling short.

Money management is not taught in our school system.  If it is taught, it is not taught to the extent to which it is needed.  There is a gap in our learning, and it is a big one.

  • $12.73 TRILLION Total Consumer Debt in the United States (NerdWallet, 2017, Federal Reserve Q1 Data)
  • $16.061 Average Credit Card Debt carried by Americans (NerdWallet, 2016)
  • 14% Average Credit Card APR (, 2017)
  • 7 out of 10 Couples do not budget consistently (FPU Member Survey, 2017)
  • 78% of people live paycheck to paycheck (Career Builder, 2017)
  • Approximately 66% of Americans could not cover a $1,000 Emergency (Career Builder, 2017)

Money Management is an important life skill that unfortunately most were never taught.  It’s time to change that fact.

Section heading that reads Personal Wealth Sessions

Where Do I Start … $200
Sit down and have a one to one virtual conversation with a financial coach to really get an idea of what your current financial situation is and steps to take to get you on the right path.  Prior to the session, the coach will have you or you & your spouse fill out a general financial snapshot to help get the most out of the meeting.  You will then have a 1-hour session with a financial coach where he/she will give you very specific steps to take to get you on your way to better financial health.  At the end of that session, we will schedule a 15-minute follow-up session about 1-2 months after your initial session to see how things are going and answer any questions you may have regarding your new financial journey.

Couples Engagement package … $300
Have you discussed your current debt and how you will pay that off?  Have you agreed on future financial goals?  Have you explored each other’s credit?  Have you started budgeting together?  Do you have a retirement plan in place?  What are your life goals?
These are just some of the questions you and your spouse to be should be discussing before you walk down the aisle.  It’s better that you both understand where you are and where you want to go.  Are you compatible?  Some small differences in thinking can lead to big problems, so now is the time to work them out.  Sit down virtually with a financial coach and learn the answers to these questions as well as many more as you start to plan your life together.  This package includes a 2-hour virtual meeting with a 15-minute follow-up session within 1-2 months.

Three Session Package … $500
A great way to get a little more personal help on specific problem areas.  This package contains three 1-hour virtual sessions that will be tailored to your specific situation.  These sessions can be spread out at any length throughout your financial journey, with no expiration.


Six Session Package … $900
The Money Core is made up of six 1-hour virtual sessions and is the foundation for creating your money transformation.  We will explore what your history has been with money and identify patterns and behaviors that have put you in your current situation.  Once we have established an awareness around your money habits, we will work to create a new money mindset and put together your NEW personal money plan.  These sessions can be scheduled at your discretion throughout your journey, with no expiration.

Twelve Session Package … $1500
The ultimate Money Core program takes you up to twelve 1-hour virtual sessions at a reduced rate. Schedule the sessions as you feel they are needed throughout your journey.  Your coach will give you feedback to help you decide on what steps to take and when.  If you find you do not need all of your twelve sessions, gift them to someone else in need of financial help.

Group Coaching Packages … $250/per person
Looking for a way to gain financial knowledge at a reduced rate, then grab some girlfriends or other couples you know and take on this challenge together.  These groups will be five 1-hour sessions specifically talk about money topics such as debt, budgeting, wealth building, credit, etc.  Sessions will be held weekly for five weeks unless otherwise scheduled.  There must be at least four persons to initiate the group and a maximum of eight.