One-on-One Coaching

 

Got 15 minutes?  Book a call.  Want more time?  Schedule a complimentary 60 minute coaching session.

Individuals and families need time in order to effect the necessary changes in behavior to win with money. Each client's situation is evaluated on an individualized basis and a coaching recommendation is made. Your ability to win with money is directly related to your behavior! I guarantee you will get out of it what you put into it.

Coaching includes topics such as these:

  • IRS and tax issues                               

  • Credit card debt

  • Zero-based budgeting

  • Spending and saving habits

  • Option to attend FPU online/in-class

  • Debt elimination                            

  • Foreclosure

  • Debt settlements and being sued

  • Pro-rata payments

  • Using cash

  • Goal setting             

  • College - it can be debt free!

  • Retirement needs

  • Legacy planning

  • Insurance needs

Workshops and Presentations

 

For Employers and Business Owners:

Get started here or by email at AdvocateFinancialCoaching@Gmail.com for more information on bringing a workshop to your business or place of work.

If 70% of Americans live paycheck to paycheck, your employees are part of this statistic. Employees' financial stress at home follows them into the workplace. This results in lost productivity and downtime on the floor. Employee inattention to detail can result in critical errors and decreased customer satisfaction. Financial stress in the home life also increases the likelihood employees are taking time off to deal with the problems at home. Even worse, many employees are taking money out of their company retirement plan to pay off debt as a  short term measure. Unfortunately, many do not understand taking money out of retirement in order to pay off debt is just about the worst option they can choose. Not only is the value of their hard earned dollars lost, value that can never be made up, there may be potential tax consequences as well.

 

More and more employers recognize personal finance issues are affecting employees at work and as a result, financial wellness in the workplace is becoming part of employee health and wellness packages. Group financial coaching can be a part of an overall healthy financial workplace strategy.

 

If you are looking to solve these issues by partnering with a knowledgeable and engaging speaker, I may be the one you have been looking for. I focus on providing education in personal finance through interactive, informative workshops lasting 60 - 90 minutes, depending on allowable time. Participants create written goals and leave with actionable steps to immediately begin winning with their money. The workshops can be presented as standalone single topics or scheduled over time in three workshops. The series topics include Budgeting & Planning For Emergencies, Tackling Debt, and Relationships & Money. 

 

For Service Groups, Churches, and Organizations:

Get started here or by email at AdvocateFinancialCoaching@Gmail.com for more information on presenting a workshop at your church or as a guest speaker at your organization or service group luncheon. 

 

Looking for a 10 - 15 minute presentation on personal finance? This presentation is scalable to your needs.

Are you a Pastor or Senior Leader and would like your church to host a workshop or series of workshops for your congregation? These workshops are designed to act as standalone concepts, or can be presented as a 3-part, all-in-one Saturday workshop for example, with special emphasis for married couples. Each topic runs 60 - 90 minutes with interactive Q & A and one topic building on the other. 

 

Advocate

Financial

Coaching

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Use this

Compound Interest Calculator

to see how much interest you can earn !

Or

Try this great little 

Savings Withdrawal Calculator

to see how long your investments or retirement will last!

Ramsey Preferred Coaches are independent financial coaches offering personal finance coaching and education to help empower you to take charge of your money. Ramsey Preferred Coaches are not employees or agents of Ramsey Solutions and their services are not warranted or guaranteed by Ramsey in any way. Ramsey Preferred Coaches complete training through Ramsey Solutions and pay a fee to be part of the coaching program. Ramsey Solutions does not offer tax, legal, accounting or other professional advice of any kind.

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