Who We Are
FINANCIAL COACH
As a British company, offering financial coaching for businesses and individuals tailored for their needs.
we offer online 1 on 1 meetings and also E-books guides for sale so clients can have their guides with them whenever they need.
About Us
Financial coaching helps you address financial challenges and maps out specific actions needed to accomplish financial goals. Our team works with you to help you change behaviors around money by focusing on fundamental financial issues.
What makes us great financial coaches?
As financial coaches, we provide independent guidance that is always in your best interest. We take the time to understand your specific situation, work with you to clarify concerns, goals, and dreams, and then make sure all discussions are in the context of your personal priorities.
Our team is uniquely qualified to serve as your personal financial coaches. In addition to being certified financial coaches, our team includes former CPAs and professionals who hold various licenses in real estate and financial planning.
We do not sell any third-party products like investments or insurance. However, referrals to other service providers are available when needed.
Our Mission
To help individuals, families, and small business owners take control of their finances through providing faith-based, practical solutions using an educational approach.
Our Services
A Financial Coach can help you handle common financial challenges. If you have these, any combination or other financial challenges, we are ready to guide you so you become the financial hero!
Basic Financial Coaching
Create a plan to reach your financial goals
Reduce / eliminate debt
Create a cash flow spending plan (budget)
Improve financial discipline
Save for emergencies and future purchases
Premarital/Couple Coaching
Plan your premarital/newlywed financial relationship
Improve financial accountability for married couples
How families maintain financial peace
Retirement / Wealth Accumulation
Education regarding investing
Education regarding protecting your assets from loss
Education regarding basic estate planning issues
Answer the question "when can I possibly retire"
Small Business Coaching
Start a small business and keep expenses separate
Organize specific bank accounts to manage business cash flow
Coaching Packages
Choose the coaching package that best suits your needs. All packages include our comprehensive approach to financial coaching.
Initial
Coaching Session
The initial session lasts about an hour, usually a little longer. There is preparation work for everyone involved before the session occurs.
Continuing
One-Hour Coaching
Any subsequent coaching time can be used in increments of at least 10 minutes. These sessions are usually by phone to follow up the initial session and address any new financial matter.
Continuing
1/2 hour coaching
Any subsequent coaching time can be used in increments of at least 10 minutes. These sessions are usually by phone to follow up the initial session and address any new financial matter.
Financial Ebook Packages
Comprehensive financial education resources to transform your financial future. Choose the package that best fits your needs.
Basic
Perfect for those just starting their financial journey
- Budgeting Basics Ebook (85 pages)
- Debt Reduction Strategies Guide
- Emergency Fund Planning Workbook
- Financial Goal Setting Templates
- Basic Spending Tracker Spreadsheet
Complete
Comprehensive resources for financial transformation
- Everything in the Basic Package
- Advanced Budgeting Techniques Ebook
- Investment Fundamentals Guide
- Retirement Planning Essentials
- Real Estate Decision Making Guide
- Advanced Financial Tracking System
Premium
The ultimately financial resource collection
- Everything in the Complete Package
- Wealth Building Master Plan
- Estate Planning Comprehensive Guide
- Business Finance Fundamentals
- Advanced Investment Strategies
- Financial Independence Roadmap
- Complete Financial Analysis Tools
Our Guarantee
We stand behind the quality and effectiveness of our financial ebook packages. If you're not satisfied with your purchase, contact us within 30 days for a full refund. We're confident these resources will provide significant value on your financial journey.
Note: All ebooks are delivered digitally immediately after purchase. No physical products will be shipped.
Testimonials
See what our clients are saying about their experiences with our financial coaching services.
Total debt eliminated by clients
Client satisfaction rate
Years of financial coaching experience
Contact Us
Reach out to discuss how our financial coaching services can help you achieve your financial goals.