Your money. Your goals. Your Horizon.
Why Choose Us?
We focus on serving you where you are and view all of our clients with a God-centered lens. We follow tried-and-true principles with a Biblically-based approach.
Personalized Service
No matter where you are on your financial journey, we are here to guide you. The way we approach things is unique and personal to every client and situation.
Education Focused
Education is one of the most valuable things on earth, so it is our quest to provide just that, in terms and examples that make sense to you.
Client-led Solutions
You are the pilot of your own plane. We believe true client success occurs when people choose their own destiny and how they want to get there. We merely help you discover and achieve it.
Who We Are
We Aim to Offer the Financial Education You Never Had.
The majority of Americans feel that they have not received an adequate financial education to thrive in the real world. Our Ramsey Coach certified staff exist to bridge that gap by implementing Biblical and effective strategies to tackle your specific needs.
Ramsey's principles which have helped 10+ million Americans
Practical everyday wisdom from the Bible and experience
What Clients Say
Here's what our clients have to say about their experience with our services:
The personalized attention and expertise I received helped me achieve financial growth I never thought possible.
James Smith
Office Manager
Working with their team has transformed my financial outlook—they truly understand my goals and needs.
Rachel Lee
Office Manager
Their strategic approach to managing my investments has given me peace of mind and consistent returns.
Michael Chen
Office Manager
Frequently Asked Questions
What is financial coaching?
Coaching involves guidance with budgets, paying off debt, setting money goals, working with your spouse to align financially, general money education, etc.
Financial coaching is a unique service in which a coach sits down with a client via a 45 minute to 1.5 hour session (typically via video or phone call), gets to know the person, dives deep into their current situation, and provides encouragement, feedback, suggestions, and attainable action steps to follow. This relationship, that is built on trust, assists clients achieve what truly matters most to them.
Much the same way that a personal trainer is not able to grow the muscularity of his clients out of his own will, we cannot do the work for you either. We are the personal trainers of the finance world. Having someone else next to you in the trenches increases your likelihood of success dramatically, plus we like to think we can help you improve what you are doing-at least we think so (wink wink). Coaching is a proven process for financial restoration and reset. We walk hand in hand to ensure you are not left to go the journey alone.
How are you different than a financial advisor?
A financial advisor is in charge of the behavior of your money. Financial coaching is the art of helping those with their personal behavior surrounding money.
Financial advisors sell products and earn off of your investments. Coaches are not licensed to provide legal, accounting, or investment advice, and earn money based on their time and the research that is involved with preparing for each session.
Coaches offer assistance with paying off debt, budgeting, setting goals with your money, general money education, etc., which are all incredibly valuable for a prosperous financial picture. Financial advisors often do not have time to assist with these.
Coaches and financial advisors are not competitors. In fact, we work hand in hand, to provide you with a well-rounded and flourishing result. We like to get our clients to the point where they can start investing or have extra money to invest.
How long does the average person receive coaching?
Most clients receive coaching over the course of a few months to a year. Though this is not a requirement, we find that it takes time for change to happen on a truly meaningful level, and that one session generally is not enough to get to the root of an issue. We do honor our clients' time, so they are free to choose the length that suites themselves or their families best.
Your trusted partner in financial growth and success, committed to securing your financial future and changing your family tree.