"If you're not keeping score, you're not playing to win"
We
provide a path toward financial peace through strategies, techniques,
and tools, so you can regain the feeling of control and hope over your
personal or business finances. We help anyone with the desire to stop
doing what they have always done, and start getting NEW results. Developing a solid game plan for your finances is essential to winning todays financial battles.
Whatever
your personal situation is, whether it is to get out of credit card
debt, start saving for college and retirement, or to pay off your house,
cars, and student loans, we can help. We teach you how toATTACK that debt one step at a time and take CONTROL of it instead of the debt controlling you.
How
quickly do you think you could build wealth if you didn't have that
monthly house payment, two car payments, and a student loan?
Our Services
We
offer financial coaching for a fee that provides hope and focus. We
provide the tools, techniques, and strategies to help you take charge of
your finances and build your future one dollar at a time. Please feel
free to contact us for more info.
- FPU BASIC / ("Sophomore Package")
The
Financial Peace University (FPU) upgrade coaching is designed for
anyone who has debt outside of a home mortgage or individuals in "crisis situations".
We will help to establish a sound monthly budget, plan for paying off
debt and address specific personal issues surrounding your individual
needs. (Creditors, judgments, foreclosures, bankruptcy, extra
jobs,..etc.) We also help you locate a FPU class in your area so you can
start attending the 13 week sessions at your convenience. It includes a
Financial Peace Univesity kit with life-time membership, an initial 1
1/2 to 2 hour session and unlimited follow-ups for a year.
- FPU Upgrade / ("Graduate Package")
Our FPU Upgrade coaching is for individuals and families who are already FPU members or have "graduated" FPU. This includes the same features as the FPU Basic listed above but without the FPU kit.
- Financial Assessment / ("Master's Package")
Designed
for families or individuals, who are out of debt with the exception of a
home and need to begin future planning. They have attended Financial
Peace University and are currently in, or have completed, Baby Step 3.
Planning
includes investments, insurance, will and estate planning, and life
change issues (career changes, continuing education, selling a home,
etc.) We will review things already in place such as investments,
insurance, will and estate planning to make sure the family/individual
is on track to meet their goals. Unlike most Personal Financial
Advisors, our team is not getting commissions on selling you insurance
or investment products. Therefore, you can be sure the advice you get is
objective with your best interest at heart. This package begins with an
initial
1 1/2 to 2 hour session with unlimited follow ups for 6 months.
- Small Business
Our small business coaching will review P&L's
to provide advice on creating a sound budget and plan for eliminating
debt. We also help in establishing an initial financial plan to meet
financial goals for growth or change, and assist in developing the
essential tools, techniques, and strategies for maintaining a business.
Begins with a 1 1/2 to 2 hour session and unlimited follow ups for 6
months.
Website Links
Thanks much for visiting us! Here are a few of the sites around the web that we recommend.
Dave Ramsey
Serious Debt Help, TMMO, Dave Ramsey Show, and lots of great articles
Versatile Tax Services
Individual and Small Business Tax Services and IRS Problem Resolution
Zander Insurance
Resources for all types of insurance - auto, life, health, disability, etc
Insure.com
Resources for all types of insurance - auto, life, health, disability, etc
DAVE RAMSEY - 7 Steps to Financial Peace
Download the PDF of the 7 Baby Steps
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