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"Our passion is helping
people take control of their
money" |
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The Beginning
Our counseling is designed for anyone:
from those needing remedial help to
those with financial problems like;
consumer debt, behind in payments or in
a financial crisis.
The initial session is approximately 2.5
hours and includes developing a spending
plan that works, as well as working with
any special needs such as bankruptcy,
creditors, etc. This program includes a
follow up session and free email and
phone support for 3
months. You will leave with a clear
action plan to control your
spending, get out of debt, build
an emergency fund and move forward in
saving for your identified financial
goals.
The investment in this is $250, but we
do use a sliding scale for our clients,
depending on each situation. |
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Premarital /
Newlywed Counseling
The
#1 cause of divorce in North America
today is money problems! Financial
counseling is as important as
pre-marriage counseling. This process
is the same as above with a focus on how
women and men relate with money and each
other. This would be an excellent
wedding shower or a wedding gift. We would encourage every couple to go
through a financial course before
marriage. We have also seen a great
benefit to married couples who choose to
go through Financial Peace University. |
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The Experienced
Many
families found themselves in pretty good
financial conditions but are unsure of
their future financial requirements. We
offer financial counseling that focuses
on what do you do when you have little
or no debt and have some savings. We
provide information and education on
insurance needs, investment education,
college planning, and retirement
planning. This is a process to make
sure that you are focused on the future. |
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Financial Coaching
We offer financial coaching that focuses
on helping clients to develop plans to
meet their financial goals. We will
review your current situation and
together create financial steps that
meet the goals, including a spending
plan to effectively use your income. We
provide information and education on
insurance needs, investment education,
college planning, and retirement
planning. This is a process to ensure
that you are focused on the future.
Our fee for this service is $350 for the
initial counseling session. Follow up
sessions will be an hourly fee. |
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Satisfaction Guaranteed
Our fee will be fully refunded if you
are not completely satisfied after the
first month. |
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