Financial Coaching

get out of debt with a financial coach

To change your financial future, we’ll work together to:

Create a monthly budget telling your dollars what to do
Develop a debt pay-off plan and get out of debt, forever
Prepare for financial emergencies, retirement and your legacy
Build wealth

Schedule a FREE 15-minute Call

Not sure if you need a Financial Coach?

Ask yourself these questions…

Do you want to get out of debt?
Do you want to build a safety net for financial emergencies?
Do you want to have a retirement plan for your future?
Do you want to create a legacy to pass on your wisdom, knowledge and experience to the generations that follow?
Do you want to build wealth and live like no one else?
Are you looking for one-on-one, personalized and confidential help?
Are you trying and struggling to do 1 – 6 on your own?

If you answered yes, to any of the above, you need a Financial Coach.

Make an appointment today and change your life financially.

Schedule a FREE 15-minute Call

Change your life financially

I understand how it feels to wonder where your money goes each month or feel frustrated by the idea of planning for a stable financial future. Especially, when you’re worried about paying your monthly bills.

A Financial Coach gives you tools, skills and a plan.

I provide personal coaching to help you develop a plan that meets your specific needs.
I will coach, equip and encourage you through the 7 Baby Steps.
I will provide you resources and solutions rather than selling you products.
I’m here to help you stay on track and be your accountability partner.

Check out my Financial Coaching FAQs below for answers to some common questions.

financial planning

About Ramsey Preferred Coaching

budget help for couples

I am a Ramsey Preferred Coach and an independent business owner. All of my financial guidance is based on the principles taught by Dave Ramsey and my financial background.

Ramsey Preferred Coaches are independent financial coaches offering personal financial coaching and education to help empower you to take charge of your money. Ramsey Preferred Coaches are not employees or agents of Ramsey Solutions.

Effective and attainable financial goals for all my clients

No matter what stage of life you’re in, everyone can benefit from financial coaching. Regardless of your situation—and no matter how old you are—you need to pay attention to your finances and have future goals.

Together we will set realistic goals. Unrealistic goals are too difficult to reach and can be downright discouraging! I want to make your finances easy to attain – not out of reach.

7 Baby Steps

If you need to pay off debt or are starting with zero savings, we’ll work together to breakdown your goals into smaller steps. Creating smaller goals and reaching them gives you motivation and momentum to keep moving forward.

If you’ve made some mistakes with your finances, don’t let it get you down and make you think there’s no hope. We’ve all made money mistakes. Been there, done that. Now is the time to learn from the past and focus on what you can do now for your present and future. The next step is up to you. Let’s get started and change your future!

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financial coaching at any stage of life

Financial Coaching FAQs

How can I afford a Financial Coach when I am broke?

Financial coaching gives you a high level of detail and individual attention. A financial coach devotes all their resources to your specific situation. Although financial coaching does cost money, it is a necessity for some people. If you need a financial coach, then you need to compare the cost to the costs of bankruptcy, which can be $500—2,000 in legal fees alone or the cost of compounding interest on your debt or credit counseling. A Financial Coach is a bargain compared to the alternative, plus you'll have a plan and be on the road to a successful financial future!

My spouse won't come to coaching with me. Can I still come?

Many couples also find that addressing their financial situation reduces the stress on their marriage. My policy requires both spouses to attend the coaching session. From experience, I've learned that coaching only one spouse does not work. This must be a team effort.

How do I know when I need a Financial Coach?

I will help you develop and implement a plan specific to your unique situation. You may be facing a crisis like bankruptcy, foreclosure, or harassing creditors. Maybe you need help building wealth or starting your small business. Even if you have some general questions about money management, financial coaching could be right for you. I am trained to handle a wide variety of situations and will offer detailed advice and a specific plan to make your money work for you!

Do you work for Dave Ramsey, Inc?

I have been trained by the Dave Ramsey, Inc team, but I am an independent business owner. All of my financial guidance is based on the principles Dave teaches as well as my financial background.

Will you keep my information confidential?

I am a Ramsey Preferred Coach and I do not have the right to share your personal information. All information is kept in the strictest of confidence.

Who are my clients?

My clients usually have these common situations and myths about money:

In debt
Living paycheck to paycheck
Embarrassed and ashamed about their financial situation
Have made financial mistakes in their past
Believe they are the only person who has trouble with money management (not true)
Wonder how they could afford a financial coach
Think that if they had the money they'd fix their problems on their own
Have had emergency setbacks that got them off track
Don’t know how to build a basic budget
Don't know where to start and are overwhelmed
Have irregular income which they believe makes budgeting difficult
Want a stress free financial life

What happens in our first coaching session?

I will work diligently to understand and evaluate your current budget, goals and resources. We will begin developing a strategy to meet and exceed your goals. I will recommend a specific course of action that is smart, realistic and easy-to-follow.

How do I pay for my sessions?

I accept: Cash, Check or Debit Card via an invoice

How much does financial coaching cost?

With financial coaching you are making an investment in your financial future and changing your financial legacy. During your complimentary financial consultation, we will discuss your curent finanical situation, your goals and what it will take for you to attain your goals. Once we decide that financial coaching is a good fit for you, I will walk you through the session packages that I offer.

Where will we meet for our coaching sessions?

We will meet via Zoom or in a public location such as a coffee shop or public library.

Do you provide legal or other professional advice?

Financial Coaching is designed to give you accurate and authoritative information regarding the subject matter covered. It is provided with the understanding that the coach is not to render legal, accounting, or other professional advice. Depending on our situation, you must also seek the services of a licensed legal, accounting and/or investing professional.

What if I miss, have to cancel or reschedule my appointment?

Failure to show up for an appointment(s) or appointment(s) not canceled and/or rescheduled at least 24 hours prior to your scheduled appointment, will result in forfeiting that appointment and payment. Monday appointments must be canceled by 5 pm on Friday. If the business is closed due to inclement weather, you will be able to make up missed appointments.