COACHING PLANS

Super Easy Start Up Coaching

This involves a financial review and a few easy steps to begin tracking your spending. This is sometimes referred to as "the baby step to the 7 Baby Steps". Over a period of time you can ease onto the the Baby Steps with minimal paperwork and fuss. You do not have to do every thing at once. We start with just the basics to help you gain control of your money.

Basic Coaching

Most couples start with this plan to help set priorities and get started quickly on the road to Financial Peace. The goal is to evaluate your current situation and train you to manage your own finances. This is perfect for people that have attended Financial Peace University and need a little guidance. If you are not familiar with the 7 Baby Steps, no problem !

Coaching Plus

Clients facing the threats of bankruptcy, foreclosure, impending credit card defaults or cleaning up old debts fit this category. We take all the steps involved in Basic Coaching with a special emphasis on a specific game plan to deal with the major financial stresses that the client is facing. You will have a realistic plan to improve your finances quickly.

Lifestyle Financial Coaching

Major lifestyle changes resulting from marriage, divorce, career change, retirement, couples planning for a stay at home mom or college graduation fit this category. We review all the facts and develop a specific financial plan for the immediate and long term future. We also discuss all the different options that may be available for each client.

Small Business Coaching

We review all financial aspects of your small business. This is normally done in conjunction with personal financial coaching to ensure that the business and personal finances are consistent and structured to meet your goals. Maximizing return and minimizing overall risk are two key objectives. Crisis counseling for small businesses that are struggling is one of my specialities.

Wealth Building

This phase of coaching pertains to preservation and growth of your net worth. We want to eliminate debt and build wealth. The emphasis is on reviewing appropriate investments on a client by client basis. This type of coaching is always included in other coaching plans when appropriate.

Alternative Investments For Wealth Building

High Net Worth clients need different investment strategies to protect and grow net worth. We look at asset allocations and innovative vehicles to accomplish this. Current market conditions demand a shift to absolute returns and specialized investments that are not available to everyone. The focus is on a sophisticated, yet simple plan to achieve real asset growth.

Real Estate Investment Basics

This is for clients who want to build wealth with personal real estate investments. The focus is on how to evaluate and acquire appropriate properties. We will also cover financial goals and management fundamentals. Most people throw away thousands of dollars on the day they buy a property. A few simple tips can prevent this. I can help save you from disastrous start-up mistakes!

Real Estate Investment Review

This an unbiased review of any properties that you may currently own or wish to buy. We will discuss all relevant financial issues. In addition, we cover the pros and cons of ownership from the viewpoint of your personal lifestyle and financial situation.


During our coaching sessions we cover all your questions. We also discuss the pros and cons of any different choices that you face. Coaching is about helping you reach your goals.

No one fits neatly into just one category. If you need help, contact me for your free consultation and we can talk about your unique situation.


EVERYONE CAN BE HELPED - THERE IS NO SUCH THING AS
HOPELESS !