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?
We offer a range of investment services, including portfolio management, retirement planning, wealth preservation, and personalized financial strategies tailored to your unique goals.
How are you different than a financial advisor or accountant?
We begin by assessing your financial goals, risk tolerance, and time horizon. Based on this, we create a customized investment plan designed to maximize returns while minimizing risk.
How long does the average person receive coaching?
Our minimum investment requirements vary depending on the services you choose. We offer flexible options to accommodate different levels of investment, from individuals to high-net-worth clients.
Your trusted partner in financial growth and success, committed to securing your financial future and changing your family tree.