Financial Coaching that fits your lifestyle

 

We're not like other Financial Professionals

As Financial Coaches, we focus on the behavioral aspect of our clients as it pertains to money management.  Our service is geared toward teaching and accountability when working out a long-term plan for our clients. We consider all areas of your finances when making recommendations, and we don't sell financial products. That means we're able to offer our clients real objective advice that's not influenced by sales goals or commission payouts.

 

Breaking Down the Industry

Who We Are Not...

FINANCIAL ADVISORS

They focus on growing a client's investment portfolio. They are certified to sell certain products (like stocks and bonds) and advise to help clients reach their financial goals.

They are generally used when one needs to see their options and discuss investment strategies to grow their client's money. They receive a commission on product sales.

FINANCIAL PLANNERS

They look holistically at one's financial life and analyzes solutions across cash and debt management, insurance, investments, tax, and estate planning.

They sell and recommend products they think will aid in achieving their client's financial goals. Planners are required to be certified.

1-on-1 Coaching

Your finances are highly personal. You need to be able to trust the person guiding you. That's why our coaching methodology is equal parts teaching and accountability, but first and foremost, it's 100% human. From day 1, we promise to show you empathy, listen intently, and ask simple questions. So you can get the help you need to create the freedom you desire.

Why Work With a Financial Coach?

Complimentary Financial Assessment - First we'll take a 360-degree snapshot of your current financial picture so that we can identify the behaviors that are causing you to get stuck.

Custom Financial Plan - Custom Financial Plan - After your assessment is complete, we'll identify your primary goals and then build your Wise Money Plan to help you reach your desired destination.

Personal Accountability - Once the plan is in place, you'll have continuous support from one of our coaches to ensure your building healthy money habits and tracking towards achieving your goals.

Give Generously - You'll learn that building wealth isn't just for you; instead, it's real purpose is to bless others and leave a legacy that impacts future generations for years to come.

Vision Casting Workshop

Can you see beyond your present circumstances? Do you want to start seeing the big picture through the eyes of faith? During this powerful session, you'll learn how to develop a compelling vision for your life. Then, we'll show you how to tie in daily disciplines to close the gap between where you are now and where you want to be.

Why Attend an Upcoming Workshop?

Baby Steps - Say goodbye to procrastination and hello to taking the first steps towards achieving your goals.

Journey With Others - It's always helpful to know you're not alone and that others are there to encourage you along the way.

Build the Roadmap - You'll learn how to intentionally create a vision worth living for, instead of settling to go through life on autopilot.

Gain Confidence - Learn simple ways to bridge the gap between where you are now and where you want to be.

FEATURED RESOURCES

All resources were created with you and your loved ones in mind. Our blogs, podcasts, and other resources will give you an idea of what financial freedom could look if you take the right steps.

Start Your Journey Towards Financial Freedom, Today!