Financial Consulting

Every aspect of your financial life is important, you need an advisor who pays

attention to it all

Are you:

  • Wishing you and your spouse were on the same page when it comes to finances?
  • Disappointed that you have nothing to show for your hard work at the end of the month?
  • Drowning in debt?
  • Wanting to know how to talk with the financial professionals in your life (insurance agents, estate planning attorneys, tax pros, etc.)?
  • Afraid for your financial future?
  • Needing help understanding taxes, insurance, retirement plans, investing, and estate planning?
  • Wanting to buy a house wisely?
  • Confused about how to structure your business finances?
  • Wanting to make sure your children have the tools they need for their financial future?
  • Confident that you know what to do, but need additional accountability to actually make it happen?
A woman is sitting at a table counting money.

To give you all of the knowledge,

tools, and habits you need to handle any financial situation you’re currently in, or that may come up in the future.

Our 6-month intensive financial coaching program is designed

This coaching is tailored to your specific situation, but we cover every aspect of personal finance, including:



  • Budgeting
  • Debt elimination
  • Emergency fund
  • Insurance
  • Home ownership
  • Education/kids savings
  • Tax overview
  • Wealth building/Investing/preparing for retirement
  • Generosity/Giving
  • Estate planning overview
  • Small business finances
  • Pricing - $250/month


If this sounds like something you may be interested in, reach out for a complimentary introductory session to see if it’s a good fit for you!