Services

D​epending on your situation, there are different types of coaching we provide to help you reach your financial goals. No matter which type of coaching you need, our goal is to educate you so you can learn to make quality, informed decisions on your own. Below is a description of some of the different services we offer.

Beginner Personal Finance

Are you dealing with a large amount of debt, have trouble figuring out where you money is going each month, or struggling in some other way with your finances? If you are just starting out on your financial journey, we can help you:

• Organize your finances
• Put together a budget
• Prioritize your spending
• Set up an emergency fund
• Develop a plan to pay off your debt and deal with creditors
• Make sure you have proper insurance to protect your family

Sleep better at night knowing you have you finances under control

Next Stage Personal Finance

Once you’ve gotten to the point of getting your finances organized, doing a budget on a monthly basis, pay off your debts, and set up an emergency fund, you’ve accomplished quite a bit and are ahead of the average person. What’s next? Quite a bit, actually. Once you get to Next Stage Personal Finance, we’ve got a lot of new things for you to learn, such as…..

• Saving for Retirement
• Planning financially for your kids’ college education
• Setting up special funds to pay for your next car, vacation, home renovation, or other things you’ve been putting off
• Developing an estate plan
• Figuring out how to be generous with your money
• Working with your spouse to develop your goals together

Entrepreneur Financial Coaching

If you are looking to start or purchase a business, making sure your personal finances are in order should be a top priority. Many businesses fail not because the business isn’t making money or breaking even, but rather because the owner of the business can’t make enough money to pay their personal expenses. Together, we can put together a plan to make sure your finances are in proper shape and minimize the risk to you and your family’s lifestyle.

• Financial Preparedness
• Personal Evaluation
• Opportunity Evaluation
• Business Plan Preparation
• Small Business Coaching

 
If you already own a small business and it isn’t performing up to it’s potential, we can help you develop a plan to raise your business to the next level. Among other things, we can help you review your expenses, set up a business budget, explore new ways to expand your revenue, and make your operations more efficient.

Small Business Coaching

If you are looking to buy or currently own a small business, we can help you start off on the right foot or take your business to the next level. We can take a fresh, objective look at your finances, marketing, or operations (or all of the above) and coach you to develop stronger, more effective systems to grow your business. We have experience turning around struggling businesses and helping them grow. Here are some areas in which we can work with you:

• Debt/Cost Reduction
• ​Finance/Budgeting
• Marketing
• Sales
• Operations
• ​Logistics

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