|
“Help! Get Me Out Of Debt!”
This is our Basic Coaching service. It is designed for anyone who has debt outside of a home mortgage or is in a crisis situation (ie, facing possible foreclosure or bankruptcy, or dealing with creditors.) We will help you to establish a sound monthly budget, plan strategically for paying off debt, institute an emergency fund and address specific personal issues surrounding your individual needs. It includes an initial two hour session, a one hour follow-up visit and six months of total financial coaching.
“Hooray! I’m Out Of Debt! Now, What?”
This is our Beginning Wealth-Builder Coaching service. It is designed for individuals or families who are out of debt with the exception of a home mortgage and need to begin future planning. A strategic plan will be developed that includes funding a full fledged emergency fund, saving for short-term and long-term goals, funding retirement and the kids’ education, as well as setting up other investment strategies. It includes an initial two hour session, a one hour follow-up visit and six months of total financial coaching.
“I Have Some Wealth. How Can I Best Benefit From It?”
This is our Advanced Wealth Builder Coaching service. It is designed for individuals or families who have more than 50K in net worth and are focused on future planning. A strategic plan will be developed that reviews present investments, insurance, and will and estate planning, and establishes any changes in these areas, along with any life change issues (ie, life and career changes, continuing education, selling a home, etc.) It includes an initial two hour session, a one hour follow-up visit and six months of total financial coaching.
“I Don’t Need The Whole Kitten-Caboodle. An hour or two will do.”
We do occasional financial coaching on an hourly basis at $100/hour. However, we do not recommend the hourly plan for those with serious debt problems or who are just beginning to build wealth.
“I Am Getting Married, Or Have Been Married, But Financial Disagreements Are Causing Deep Divisions.”
This is our Couples Communication Coaching. Combined with either the Basic Counseling or the Beginning Wealth Builder Coaching services, couples are coached on how to communicate compassionately and wisely in order to come up with mutually satisfying decisions on financial issues. It includes an initial two hour session, a one hour follow-up visit and six months of total financial coaching.
Our fee is only $300 and includes a copy of Dave Ramsey's The Total Money Makeover. You will discover that our coaching will more than pay for itself by the time the 6 months are over.
“Renew your finances… Renew your life!”
|
