What we do
Financial coaching is the art of walking alongside somebody, meeting them where they are, and showing them there is hope for a better way of life. We're in the business of giving you the eyes to fix the problems that you want to be fixed which can include, but is not limited to:
Debt payoff
Budgeting
Setting financial goals
Navigating money as a married couple
Working through the famous Ramsey babysteps
General money management/education
Provide you with guidance and contact to a vast and professional referral network for a plethora of services from trustworthy companies/individuals
Leading Financial Peace University classes
Plans
Choose Your Service Plan
We offer three core options when it comes to how you choose to be served. We know that choices are hard, so we made it easy by only giving you a few. Whichever package you elect, we are confident you will be closer to your Horizon.
get your feet wet
Access to Ramsey certified financial coach
Pay per session
One 1 hour session
Personalized attack plan for your situation
Not quite ready to commit full fledged, but wanting to try out our services, or just scared of too much positive change in your life-this one's for you!
No contracts - cancel anytime
Wise guy
Access to Ramsey certified financial coach
Subscription model
Up to two, one hour sessions per month
Weekly check-in texts
Free shirt or hat after 1st full month*
Free month of service for every friend you refer that books with us*
*Our top pick
Ready to tackle the world and receive the most help for the least amount of money? Here's your best bet-cha-ching!
No contracts - cancel anytime
bulk is best
Access to Ramsey certified financial coach
Up to 25% savings per session
Free shirt or hat with a purchase of two or more sessions*
Free bonus session for every friend you refer who books with us*
Intimidated by the
word "subscription", but still in this for some real life change? Save when you buy more in advance. It's calling your name!
No contracts - cancel anytime
*Free merchandise is available for those that complete at least one full month of the Wise Guy or Bulk is Best plan. Choose which you like and it will be delivered to you at no charge.
*Free sessions can be obtained by those that refer others to us that also book at least one session. Have your referral reference your name in the contact us form, and we will automatically credit you with one session on us. No limits apply-spread the love-reap the perks!
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 or accountant?
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.