"Got a nagging feeling that your life could be more fulfilling?
Want to change direction but aren't sure how to do it? Here's
how to jump start your new life today ... Hire a personal
coach."
-
Modern Maturity
Life takes Visa ... Wealth takes Cash!
Today, you're likely finding yourself needing "something extra"
to finally get over the hump and on the path to being truly
financially free ... building for your future vs. finding
yourself in the same spot, month after month. You want to live
out of your possibilities, not necessarily out of your history.
Perhaps you're afraid personal coaching won't work for you, that
you're doomed to "living on the edge" for the rest of your life.
Relax ... and gear up to go! You now have a coach with
the heart of a teacher. First, I'll help determine who you
are, what you really want ... and help lay out a path to get you
there!
My team has years of experience coaching thousands of folks just
like you through any personal financial situation you may find
yourself, from basic to complex, stressful to "we just want to
do much better", crisis to wealth building, couples or singles.
Your sessions may be face-to-face in our office or by phone if
you find it difficult to meet in person.
We're unlike most "Personal Financial Advisors / Planners" in
that we don't sell investments, insurance or other financial
products. This leaves us free to be entirely objective with our
advice, with only your best interest in mind.
Coaching Options:
- Debt-free 101 ~ Includes anyone with consumer debt or financial crisis. Your coach will help you develop a spending plan that works, debt-elimination plan, and triage specific needs (creditors, pending foreclosures, bankruptcy, etc.). Includes an initial 2-hour session and unlimited follow-up for 6 months.
-
Stay the
Course
~ For those out of debt (except your home), wanting to fund
retirement and kid's college education. Your planning includes investing and college funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc). Includes an initial 2-hour session and unlimited follow-up for 6 months.
- Wealth Builder - You're debt free and have already begun to build your net worth, but need help with planning your future. Your coach will help build/review your comprehensive plan including insurance, will and estate planning, investing, college funding, and other "life issues" (career, education, starting a business, home move-up/down, etc.). Includes an initial 2-hour session and unlimited advisement for 6 months.
-
Wealth
Coaching
- Wealth Coaching provides our highest level of service, and
is designed for those already well on their way to financial
security. We help you
manage your money, make wise spending decisions, simplify your finances so
you have more time to do what you enjoy most.
- Coaching by the Hour - If you're a Wealth Builder, and simply want a review of your current "state of affairs" (investments, insurance, will and estate planning, etc.), this option is available to you.
Testimonials
”Becky, we left your office with a sense of calm knowing that we
are partners in this new adventure and that we have an
experienced guide to help us along.”
-Jim & Stacy
“I knew I needed to get control of my life, but I didn’t expect
Becky to figure out how to allow me my dream of going to the
Daytona 500. I went and came home without added debt. Thanks
also for working wonders for my employees.”
- Kelly Young, owner Shop Tools, Inc.
Certified since 2006
Schedule a FREE 30-minute consultation
We'll take into account your unique life circumstances to determine your fee (commensurate with the improvement we believe you'll make), designed so that if you follow our guidance it will likely more than pay for itself. Your coaching includes our unique 100% Satisfaction Promise: You must diligently follow our coaching recommendations for 6 months. If you don't begin experiencing the improvement we show you is possible, and have faithfully worked your plan ... then you decide your appropriate fee!