Financial Coaching

We aren't here for the Donald Trumps of the world. The wealthy have plenty of advisors clamoring to help them.
We provide financial information and hands-on coaching valuable to Americans of all socioeconomic classes. Those with moderate incomes have a greater need to be effective money mangers. Because we do not affiliate with banks, brokerages, or Certified Financial Planners, we can focus on educating our clients instead of selling them financial products. We empower individuals to make financial decisions and manage their lives with confidence.

Personal Finance Coaching:

  • Budget Lab - Many of us don't know where to begin. In the Budget Lab, we learn how to track & prioritize expenses, manage cash flow, and make sure we have the right accounts to meet our needs. Most importantly, we complete the workshop knowing what we can afford.

  • Understanding Investment - Stocks? Bonds? Mutual Funds? Quick - what's the difference between a Roth IRA and a Traditional IRA? We can help you understand how investment works, and get started in a way that is comfortable for you.

  • Debt Repayment Plans - With the new laws in place, bankruptcy is no longer an option for most people. But debt can be conquered if you take control of it. We will help you get rid of debt in the fastest and least expensive way possible.

  • Credit Repair - Even if your credit is "good", a small increase in your credit score can save you thousands of dollars in the form of better mortgage, car insurance, and auto loan rates. We do not sell services that promise to erase past missteps with no work. Instead, we help you understand how your credit score is calculated, and how to change your portfolio to maximize that score. We will guide you through the process of working with credit bureaus to improve your reports.