We will explore your current situation and together create a plan that addresses your specific needs. One on one coaching takes place in person or via Skype. Using Dave Ramsey’s method of prioritizing financial actions, called The Baby Steps, we will form a Foundation to build wealth.
Areas addressed can include:
Cash Flow Planning
Life, Auto, Home Insurance Review
Short and Long Term Savings Goals
Foundational Financial Coaching entails an initial hour-long coaching session which addresses your three most pressing concerns resulting in a plan of action. Annual or Quarterly support can enhance your success with unlimited telephone,and internet support and monthly or quarterly meetings to keep you on track. Contact us to schedule a Free Telephone Consultation .
All coaching is confidential and your financial information is kept secure with restricted access.