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Financial Coaching
Money isn't the most important thing in life,
but it's reasonably close to oxygen
in the "gotta have" category.
- Zig Ziglar -
Whether you are setting up your first budget, looking for a plan to get out of debt or simply need help with college or retirement planning there is light at the end of the tunnel!
Unlike Financial Advisors we do not sell insurance,
investments or any other financial products.
Our services are based on a fixed fee which removes any/all bias that might result from a commission sale. Our goal is to help you regain control of your money!
If you apply the principals we teach we guarantee
your coaching session will more than pay for itself!
Immediate Benefits of Financial Coaching
Ø Get out of debt (everything but your home) in just 24 months or less
Ø Develop a plan for your finances (most people do not have a plan for their income and it is their most powerful wealth-building tool).
Ø Determine your insurance needs: home owners, auto, life, disability and health.
Ø Assess your situation and develop a plan for your specific needs.
Ø Create retirement projections based on your goals for the future.
Coaching sessions are available in the following areas: 
- Advanced Budgeting
- College Planning
- Debt Management
- Retirement Planning
- Basic Investing
Visit our Program Options page for additional detail.
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