If you’re on this page it’s because you want to know how we can work together. Great! You’re in the right place. I’ve created a menu of offerings so that you can decide how I can best support you with your goals. If you have any questions at all, please email me at firstname.lastname@example.org.
Most people spend their lives trying to build wealth and before figuring out what to do with it. (And in the meantime, it usually gets spent!) That’s the backwards approach that results in financial stress and internal dissatisfaction. If you want real financial victory with a purpose-fueled mission that makes you feel alive, then you first need the four building blocks of a financial foundation: mindset, knowledge, skill, and vision. Financial Foundations is a program for individuals or couples who are intentional about achieving long-term financial wellness so that money can be a tool to serve their dreams, instead of becoming a stress point in their lives. You will discover the keys to creating a wealth-building mindset, learn an effective yet simple money management system that will work regardless of your circumstances, align your finances to your core values, and define the vision that inspires you.
What is included: The Financial Foundations course with four online self-paced lessons and corresponding assignments, one professional spending plan review and feedback by me, and six group coaching calls.
Financial Transformation for Couples
Experience the transformative power of biblically-based financial coaching. If you and your spouse are sick of debt, tired of arguing with each other about money, and fed up with floating by paycheck to paycheck, then I invite you to join my 90 day financial transformation coaching program. You’ll not only acquire a foundation for financial wellness, but you’ll discover how the topic of money can make your marriage stronger and closer. You’ll gain insight to your and your spouse’s strengths to become a powerful team and learn how to use those strengths to reach your life goals. You’ll conclude the program with a plan to beat debt, a proven system to manage your money without stress in only minutes a month, and a positive, biblical outlook on your financial future.
What’s included: Eight weeks of step-by-step online content with corresponding assignments, three professional spending plan reviews and feedback by me, twelve group coaching calls, and three half-hour one-on-one coaching calls.
Money Smart Academy (for teens!)
What better gift to give your teen than the financial skills and wisdom you wish you had when you were younger? Money Smart Academy (MSA) is an interactive and engaging six week financial literacy program for teens that uses experiential learning along with virtual group coaching, and most importantly, that teens find relevant to their lives right now. This coaching program is typically offered once per year. For information about when the next MSA session is starting, email email@example.com.
What’s included: Six weeks of small group coaching sessions specifically for teens, MSA membership site with weekly assignments and resources, Money Mavericks computer game for PC or Mac, the Money Mavericks student guide, and the Money Mavericks parent guide.
One-on-One Coaching for Individuals and Couples
You’re a leader in your workplace, in your church, in your community, and in your home. You want to create the biggest impact possible and you’ve got a lot of passion for life. You know that building wealth is about creating a life and legacy, not simply funding a lifestyle. And you want to know that you’re doing everything possible to reach your maximum potential and get fully aligned with God’s purpose for you. I coach individuals and couples who bring this mindset to every session where we dive deep, expecting to to turn passion into action and ideas into insight. Along the way we’ll implement the appropriate financial strategies to bring alignment to your personal and professional objectives. To be considered for one-on-one coaching, schedule a time to talk here.