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Basic Financial Coaching
This service is right for you if you are:
- Adrift financially, with no clear goals or a realistic spending plan.
- Unable to understand or communicate about financial matters.
- Worried about the amount of debt you are carrying.
- Consistently having trouble making ends meet (“have too much month left at the end of the money”).
- Getting “call and letters” from creditors or collectors.
- Having “arguments” about finances with your spouse or significant other.
- Facing lawsuits, judgments, liens, garnishments, foreclosures, or repossessions.
- Thinking seriously about bankruptcy for any reason.
- Or you were encouraged to contact me because of the anonymous 10 question quiz (Click Here if you haven’t already taken the quiz).
The first 1hour consultation is free and confidential. If you decide to use my services, I will assess your situation, help you design a workable spending plan, suggest ways to increase cash flow, establish a plan for paying off all debts, teach you how to pull and analyze your “free annual credit report” (for both spouses if married) and address any needs or issues unique to your situation. In the initial two-hour session, I will provide you with verbal and/or written recommendations and for the first 30 days will include additional 1 hour weekly sessions. Follow-up sessions, as needed, will be included at no additional charge for up to 60 days and also has a 90 day money back guarantee if I can’t improve your financial situation! Any additional hours that may be needed will be available at a discounted hourly rate.
Advanced Financial Coaching
This service is right for you if you:
- Have a realistic spending plan in place; but just can’t seem to be able to find money to save and invest.
- Have a list of goals; but are just falling a little short of attaining them.
- Are able to make all of your monthly payments, including some debt payments; but don’t have any money left over.
- Would like to give to charities, your church or help out a friend or relative; but don’t have the extra money to do so.
- Are living “paycheck to paycheck”.
- Occasionally worry about and/or have “disagreements” with your spouse or significant other about finances.
- Are currently renting; but would like to buy a home sometime in the future.
- Have just emerged from a bankruptcy and want to learn how to do things differently in the future.
- Or you were not encouraged to contact me because of the anonymous 10 question quiz (Click Here if you haven’t already taken the quiz); but still want to make a better future for yourself and/or your family.
The first 1hour consultation is free and confidential. If you decide to use my services, I will assess your situation, help you make adjustments to your spending plan, suggest ways to increase cash flow, establish a plan for paying off remaining debts, teach you how to pull and analyze your “free annual credit report” (for both spouses if married) and address any needs or issues unique to your situation. In the initial two-hour session, I will provide you with verbal and/or written recommendations and for the first 30 days will include additional 1 hour weekly sessions. Follow-up sessions, as needed, will be included at no additional charge for up to 60 days and also has a 90 day money back guarantee if I can’t improve your financial situation! Any additional hours that may be needed will be available at a discounted hourly rate.
A commitment to confidentiality is always maintained.
Click Here to send an e-mail requesting your free initial consultation; or call me at: (719) 649-1238
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