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 growing, managing and sharing wealth, called The Legacy Journey, we will support your vision of stewardship, contentment and your legacy as you reach your financial goals.

Areas addressed can include:

  • Emergency Funds
  • Cash Flow Planning
  • Cash Management
  • Life, Auto, Home, Health Insurance Review
  • Short and Long Term Spending Goals
  • Retirement Health Care
  • Tax Planning
  • Plan B
  • Vacation Home purchase
  • Investing
  • Giving
  • Succession Planning
  • Will, Estates, Trusts, Foundations

Pinnacle 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 the plan working for you. Contact us to schedule a Free Telephone Consultation .

All coaching is confidential and your financial information is kept secure with restricted access.