Congratulations on the first steps toward changing your
future! Every journey begins with one small
step. Thank you for letting us walk with you and help
you reach your goals. Please contact
us with questions or to schedule your appointment
at any time.
Unlike Financial Advisers, we do not sell investments,
insurance or other financial products. Our Financial Coaches coach on a flat
fee basis and can easily show you how our services will
more than pay for itself over a short period of time.
Financial Coaching is about teaching. Our job is not complete until you completely
understand your situation and the direction in which you
need to work in order to meet your goals.
Immediate Benefits of Financial Coaching
- Get out of debt (everything but your home) in just 24-months or less - without buying insurance, investments or computer software!
- Develop a plan for your income each month (most people don't have a plan for their most powerful wealth-building tool).
- Justin will help you determine your insurance needs: home owners, auto, life, disability, health, etc.
- Having problems making your mortgage payment or you want to purchase a home? Justin will assess your situation and develop a plan with you based on your specific needs.
- Will you be able to retire comfortably? You will receive retirement projections based on your goals for the future, developed with Justin's help.
- Are you making the right decisions now in order to live the way you envision?
Personal Services
Debt-Free 101 |
Wealth Builder | Wealth Coaching
Add-on Services
Hourly coaching | Phone coaching
Debt-Free 101
Debt-Free 101 is designed for anyone with excessive
consumer debt, behind on payments or in a financial crisis.
The initial session is approximately 2.5 hours and includes
developing a spending plan that works, as well as working
with any special needs such as bankruptcy, creditors,
etc. This program includes free email and phone support
for 6 months, plus a copy of our financial software with
your working budget preprogrammed. You will leave with
a clear action plan to get out of debt, build an emergency
fund and move forward making wise financial decisions
in life.
At the completion of the Debt-Free 101 Financial Coaching program you will:
Receive a copy of your working budget along with our
excel program
Have a plan to become debt-free, in most cases within
2 years or less
Have clear action steps that will get you where you want
to be long-term
Our programs are designed to be easily affordable, even if you are in financial crisis mode. Coaching will not only pay for itself but you should actually be able to make more money over our 6-months of coaching than you would have otherwise made. Contact us to schedule a free, 30-minute session for free, no obligation required.
Back to Top
Wealth Builder
If you are close to being debt free (except for the
house), we will help you invest for the future and further
define your financial goals. Our time together will focus
on investing for retirement as well as educational expenses.
We will also discuss and review your will and insurance
planning and make sure you walk away with a cash-flow
plan that works for you and your family. This program
includes free email and phone support for 6 months following
your initial session, plus a copy of our financial software
with your working budget already preprogrammed.
Our programs are designed to be easily affordable, even if you are in financial crisis mode. Coaching will not only pay for itself but you should actually be able to make more money over our 6-months of coaching than you would have otherwise made. Contact us to schedule a free, 30-minute session for free, no obligation required.
Back to Top
Wealth Coaching
If you are debt free and are beginning to build a
substantial net-worth we will work with you to invest
for your future and help further your financial goals.
Together we will focus on building wealth for retirement
and beyond as well as discuss such topics as wills, insurance,
estate planning, and any other issue in your life such
as career changes, starting a business, moving up/down
in house, etc. The initial session is about 2 hours long,
includes free email and phone support for 6 months following
your initial session, plus a copy of our financial software
with your working budget already preprogrammed. If earning
more money from your investments and making it work for
you, then this is your program.
Our programs are designed to be easily affordable, even if you are in financial crisis mode. Coaching will not only pay for itself but you should actually be able to make more money over our 6-months of coaching than you would have otherwise made. Contact us to schedule a free, 30-minute session for free, no obligation required.
Back to Top
Add-on Services
Hourly coaching
If you have a special situation that doesn't warrant
a full coaching session, then our hourly coaching may
be right for you. Please call
or email to discuss your special need, or to schedule
a financial checkup.
Back to Top
Phone coaching
Phone coaching is available for all of our programs
if you live outside of driving
distance. The information and guarantees are the same
and your outcome is still based on the goals we set in
our session.
Back to Top
Can't find what you're looking for?
Please keep in mind we don't try to fit
each customer into a certain program. Each of these programs
is designed with our customer in mind, and the financial
plans we develop will vary with each client's individual
needs. We will insure we understand your detailed needs
and concerns before we devise your specific plan. Please
let us know the details regarding
anything you would like to cover before we meet and we'll
make sure to include that information in our services.