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Overview of Services
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Our Services Are For You If:
- You dream of being debt-free and having financial peace
- You’ve never quite felt you had a solid financial plan that worked for the long haul
- You run out of money each month before the bills are paid
- Finances are putting a strain on you or your family
- You have questions about investing
- You want to save for your children’s education and/or your own retirement
- You and your spouse need communication guidance for financial decisions
- You want to tithe to your church, but can’t “get there”
We Offer a Full Range of Coaching Services:
- We specialize in coaching singles, married couples and families
- Total Debt Elimination
- Budgeting and Goal Setting
- Crisis Management Coaching (Avoiding Bankruptcy, Foreclosure, etc.)
- Couples Financial Communication Coaching
- Financial Wealth Building (Retirement and College Funding, etc.)
- Motivational Talks Appropriate for Your Civic Group, Church, Sunday School or Business
- Dave Ramsey’s “Financial Peace University”
| We offer a free 30 minute consultation for everyone. Then, if you choose to use our services, we will set up an initial two hour coaching appointment to review your situation and then work together towards a financial plan to meet your goals. One month later will be a follow up 1 hour meeting and then 5 more months of additional financial advice, support and guidance. |
- Session 1 (2+ hrs) – Foundation & Base Strategy
- Gather your financial information into our analysis tool
- Teach you the Principles to form the foundation of your wealth-building plan.
- Evaluate and develop your budget, resources, goals, investments, etc.
- Begin forming a strategy to meet and exceed your goals on your time frame.
- Initial, specific action items will be outlined for you to begin right away.
- Follow-up (60 min) -- Continuing Improvement / Strategy / Forecasting Success
- Option by phone or in person
- Approximately one month after your initial visit to continue "fine-tuning" your plan, ensure you stay on track with your goals and forecast desired outcomes.
- 6 total months of advisement to ensure you're accountable to stay on track to meet your goals. After your first 2 sessions, I am available to talk or correspond via email with you over the remaining months of your coaching package.
Our fee is only $300 and includes a copy of Dave Ramsey's book, The Total Money Makeover. You will discover that our coaching will more than pay for itself by the time the 6 months are over.
Satisfaction Guarantee
Renewal Financial Coaching includes a unique 100% Satisfaction Promise: You must diligently follow our coaching recommendations for 6 months. If you don't experience the improvement we show you is possible, and have faithfully worked your plan…then you decide your appropriate fee!
Renewal Financial Coaching is unlike most "Personal Financial Advisors/Planners" in that we don't sell investment, insurance or other financial products. This leaves us free to be entirely objective with our advice, with only your best interest in mind.
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