Financial Coaching

Coaching is provided for singles and couples (single women will be coached by my wife and I). Married couples MUST attend coaching together. Your entire financial picture is examined so informed recommendations can be made that are right for your situation, providing encouragement and accountability.

The process begins with a no cost 30-minute consultation to find out if you can be helped and if it makes sense to you to go forward with coaching. After that initial session, a plan will be put in place for 3 months of financial coaching. We are available for face to face sessions in the Irving/Las Colinas, TX area (at one of our meeting places) and for long distance sessions via phone or video chat.

* Download flyer describing the coaching process.

Types of coaching includes:
Basic Coaching
Plan for emergencies, overcome debt, establish winning money habits and set goals for the future. This is a good place to start if you are doing okay, but just can’t seem to get ahead.

Crisis Coaching
Address excessive consumer debt, late payments or financial crisis. A plan will be developed which will include a monthly spending plan and address any special needs that you may have. This plan will help you meet your basic needs first and then attack the debt that is strangling you, giving you the tools to reach Financial Peace.

Engaged/Newly Married Couples
Starting your marriage on the right path is important. The leading cause of divorce in the first five years of marriage is due to conflict over money. With this option we will help you design a plan that works for both spouses. You will learn how to work as a team to reach financial goals.

Wealth Building
Make sense of your money and plan for retirement, college, starting a business, estate planning and giving. Get help to put a plan together that will allow you to reach your short and long-term goals.

Contact me today to discuss your financial needs.