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Program Options
People don’t plan to fail, they fail to plan.
- Unknown Author -
Congratulations on making the decision to move forward!
You have just taken the first step!
We offer several different program formats from which you can choose. A complete definition of each program has been provided below. Whether you are in need of a "Select" tune-up or a more comprehensive review we have a program to fit your needs.
We are happy to conduct sessions in person or by phone.
Select Coaching
This Program has been specifically designed for those who have a “select” topic to address. Examples often include: College Savings, Retirement Planning, Investing, Career Direction, Business Solution, etc..
After the initial consultation we will conduct a 1 – 2 hour training session specifically designed to address your topic of choice. This program has been designed to address topics that can be covered within a single coaching session.
Foundational Coaching
The Foundational Coaching Program has been designed to help you get your financial feet back on the ground. We work together to develop a plan to get you focused.
After the initial consultation we conduct a series of sessions totaling
3 – 5 hours. During this time you will learn how to take control of your money. We teach you the basics that lead to financial peace.
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Establish a $1,000 emergency fund
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Systematically eliminate debt (typically in 24 months or less)
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Learn how to plan for upcoming financial events
Regardless of your situation, we work together to build a debt-elimination and spending plan that helps get you focused.
At the end of the Foundational Coaching sessions you will:
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Receive a copy of your working budget in our easy to use excel spreadsheet.
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Learn how and why to stay out of debt. If debt is already an issue, we will develop a proven and organized plan to help you become debt free, in most cases, within 2 years or less;
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Learn how to save money for those big purchases such as cars, your first home, or getting ready for a baby;
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Learn about your strengths and weaknesses and how to walk through life with your spouse in harmony with each other in regard to money and finances;
- Receive a set of personalized action steps for your family's future and where you desire to be long term;
Foundational Coaching will provide you with the tools and knowledge to make informed financial decisions and restore hope to your life.
Couples & Money Coaching
Statistics indicate the number one cause of divorce in America today is “Money”.
The Couples and Money Coaching program has been designed to help couples, newlyweds and those about to get married start off on the right financial foot. We will conduct a series of sessions totaling 4 – 6 hours. During this time you will learn:
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How men and women react to money matters differently
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How to establish your first budget together
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How to set long term goals for retirement & college
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How to avoid many of the financial pitfalls
Legacy Coaching Program
The Legacy Coaching program has been specifically designed to take you to the next level. This program is for individuals who have a minimum net worth of $50,000 and are totally out of debt with the exception of their home.
If you are ready for Legacy Coaching we applaud your accomplishment! Making your way out of debt is truly a monumental accomplishment.
Now you are ready to address your financial future:
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Where and how to invest for retirement and college
- How to prepare for a vehicle purchase
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What types and amounts of insurance you should purchase
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How to prepare your estate for those who come after you
Building on the progress and success of eliminating your consumer debt, Legacy Coaching is designed to guide you through the process so you can make confident and well informed financial decisions.
As with any Keystone Financial Coaching program, we do not sell investment or insurance products so you know you’ll be getting unbiased and honest guidance as you establish your financial goals.
After the initial consultation we conduct a series of sessions totaling 3 – 5 hours addressing wealth building, insurance, retirement college savings and much more.
Business Coaching
The Business Coaching session has been specifically designed to help entrepreneurs who are ready to start a new business from the ground up.
Approximately 6 - 8 hours of coaching over a 30 - 45 day period.
We will help you understand how to:
Create a Business Plan
Register your business name
Obtain a tax ID
Choose a legal structure (Sole Proprietor, LLC, etc.)
Develop a Marketing Strategy
Implement a Website
Set up Your Business Banking
and much more....
Business Solutions
The Business Solutions Coaching session has been specifically desiged to help business owners identiy and implement business strategies that will increase effeciency, drive cost savings and improve their core competency.
After the initial consultation we will conduct an intensive "Week Long" on-site assessment of your current operations.
Ø Supply Chain Management
Ø Purchasing
Ø Contracting
Ø Accounts Payable
Ø Risk Management
Ø Supplier Diversity
Ø Budgeting & Cash Flow
At the end of the assessment we will provide you with a detailed report outlining specific goals and recommendations.
Career & Life
Approximately 8 hours of coaching over 30-45 days (includes materials)
Career & Life Coaching is not just about finding a job, but rather planning your life and fitting a job that you are passionate about into it. We focus on clearly defining goals in seven different areas of your life. We cannot begin to make improvements until we know what improvements need to be made.
The outcomes of career & life coaching usually include:
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Career advancement with increased benefits / pay
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Career transition to follow a true passion or lifestyle
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Creating or launching a new business
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Purchasing a franchise or existing business opportunity
Whether you are a student just entering college or a business professional going through a career transition, we have the tools to help you focus your passion and get your career on track!
Advantage
The Keystone Advantage program includes 4 hours of coaching over two consecutive sessions.
This program has been specifically designed to assist high school and college student in their pursuit of their major!
Before you select a major, you need to be sure you are pursuing opportunities that match your personality style and will fulfill and reward you for a lifetime!
Our comprehensive Career Report includes the supporting assets below to create one of the most impacting career-tools for finding the work you love:
Step-by-Step Personal Application Guide
To help you understand how to apply the results.
Career Match
We provide you with a "Career Match" report. This document literally takes your personal report and generates a list of careers that could be a viable fit for you.
Why waste the first two years of college trying to identify the perfect career? Lay out your course today with the Keystone Advantage program.
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