FINANCIAL COACHING

Get Out of Debt, Save for Emergencies, Build Wealth, and Create a Plan for Your Money

My Financial Story

I graduated college with student loans. I had almost $30k in credit card debt and a car loan. I never learned to budget or was specifically warned about debt. I made $48k per year but was trying to live the same lifestyle as my parents who made twice as much.

 

After I got married, I hid our financial situation from my wife. I always replied with "we're fine". I kept opening new credit cards and transferring the balances to stay afloat. I was freaking out and had no idea what to do. Luckily, we found a course called Financial Peace University which taught us what to do and helped us create a plan.

 

We paid off $149,000 in debt and saved $25k for emergencies. We budget every month, save for retirement, give at least 10% of our income away, and have enough left over to have lots of fun. I even took a $20,000 pay cut in order to focus more time on my family while I have young kids.

 

This course was so life changing for us, I trained in Nashville to become a Ramsey Solutions Master Financial Coach in 2014. Since then, I have walked alongside hundreds of families to help them learn how to handle money and create their own plan.

If you struggle with budgeting or paying off your debt, have extra margin each month but don't have a plan, or feel you're doing "OK" but know you could be doing so much better; click the link below to set up a free consultation to talk about your life and your money.

How it Works

1

FREE Consultation

Fill out the form below to connect with me and schedule your FREE Consultation. Check out the FAQ's below to learn more about how that works.

2

Select a plan and schedule

If we decide we are a good fit during your FREE Consultation, you will choose a Coaching Option below and schedule your Initial Strategy Meeting.

3

Fill out A Financial snapshot

You will receive an online profile containing various forms. Fill out these forms at least 24 hours before our Initial Strategy Meeting. We will use this information to discuss strategy and develop a personal plan for you.

4

initial strategy meeting

We will schedule an in-person or video call Initial Strategy Meeting. This meeting will take up to 2 hours depending on your questions and complexity of your situation. We will develop a personal plan with immediate action steps for you to start working on right away.

5

accountability

I will follow up weekly via text, or bi-weekly via phone call (whichever you prefer) to see what progress is being made on your action steps. We'll discuss your budget, savings, spending difficulties, debt payoff, etc. during this time.

Coaching Options

 

Reach out for a FREE Consultation

FREE CONSULTATION
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TESTIMONIALS

"Thanks for taking the time to dream with us and help us create our own plan! We felt so energized the next morning after our meeting."

- Matt

"I literally felt hopeless before we met. I couldn't remove myself from my situation to see that I actually have options. Thanks for helping me see that I do have hope for my situation."

- Ashley

"I didn't think I could ever be debt free but here I am less than a year later and I don't owe any payments to anyone!"

- Jessica

Frequently asked questions

How Does the Consultation Work?


During the FREE Consultation we will discuss your unique story and financial situation. I will briefly describe my background and answer any questions you may have. If we mutually agree that we are a good fit, we will discuss ways to work together. The consultation should only take about 10-15 minutes.




How Does Financial Coaching Work?


Financial Coaching is very simple. - After you book and purchase your service, you will receive an online profile with various forms to fill out. These forms will take between 30 minutes and 2 hours to fill out depending on how well you document your finances. These forms will need to be completed 24hrs prior to our scheduled meeting or we will need to reschedule - We will meet for up to 2 hours on the scheduled meeting date. We will discuss your snapshot and goals. We will create action items for you to follow after the meeting. - After our meeting, I will follow up each week to keep you accountable and answer questions for the length of service you purchased.




How is the 1 Month option different than the 3 Month option?


The 1 month option is 1 month. The 3 month option is 3 months. hahahaha. - In all seriousness, it is the same initial meeting and weekly accountability, but we will schedule one 30-60min check in phone call for both month 2 and 3 for the 3 Month option.




Should I sign up for the 1 or 3 Month Option?


It depends on your situation. For a simple action plan, 1-month is probably all you need. If you've never learned to control your money, budget, pay off debt, etc you MIGHT want to consider the 3-month option for the longer accountability and access. If you want to try the 1-month option and upgrade to the 3-month as our time is ending together, I can easily accept that.




What if I miss a Coaching Session?


I'll allow one reschedule for difficult situations. If you can't commit to a meeting, you might want to consider not signing up. I love everyone, but I've worked with too many people who aren't ready for coaching. I would encourage you to save your money until you are ready to commit.




Can I get my money back?


There are no refunds for the Financial Coaching programs. Only sign up if you are 100% committed to making a change. I can give you the most amazing tips, tricks, and plan but it will not do the work for you. You have to be committed to do the hard work.




Do I Need To Do The Consultation Before Officially Registering?


It is definitely not a requirement, but I highly encourage it. Maybe you have an extremely simple fix and we can save you money and both our time. The consultation also helps me interview YOU to see if you are ready.




I have financial problems, why do I need to pay for coaching?


You have to determine if you're ready to actually make a life change. Signing up for free programs typically leads to putting less effort into it. If you're finally tired of staying where you are, you'll find a way to pay for the coaching. There is no guarantee, but most families discover $200-$300/month worth of reduced expenses during our first meeting which leads to $2,400-$3,600 savings the first year. That doesnt even include the debt interest you'll save by paying debts off sooner or the incredible wealth you'll build by investing earlier.




I'm embarrassed or scared of my situation, will I feel judged by you during coaching?


Absolutely not! If you read my story above, you'll have seen I made my fair share of mistakes. That doesnt even include the other dozen bone-headed decisions I made. There's absolutely no judgement here because I've probably done the same thing. I tell all of my clients, "it is your money. As long as you're not spending it on hookers or crack, there's no judgement from me!"





 

"Completion of Ramsey Solutions Financial Coach Master Series Training does not create an employment or agency relationship with Ramsey Solutions or its affiliates; it does not constitute a license or credentials to engage in legal, tax, accounting, investment or other professional services; nor does it constitute an endorsement or recommendation of the Coach by Dave Ramsey."

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