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 build on your strong Foundation to 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 Savings Goals
  • Home purchase
  • Retirement Saving
  • Retirement Health Care
  • College Savings
  • Tax Planning
  • Small Business Coaching
  • Investing Review
  • Wills, Estates
  • Giving

Structural 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.