"I have so much gratitude for you in moving me in the right direction with prioritizing my finances.
I am ready to begin my adventure with continued hope and action."
- Christina, Raleigh, NC

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 service will more than pay for itself over a short period of time. Many times our clients tell us they save more than their initial investment over the first two - three months. If you apply the principals we teach we guarantee coaching will more than pay for itself within six months. Effectively, our coaching becomes free.

Financial Coaching is about teaching. Our job is not complete until you fully 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).
• Our team 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? We 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 our help.
• Are you making the right decisions now in order to live the life you want?

 

Personal Services

Momentum Coaching | Xeceleration Coaching

Momentum Coaching

The Momentum Coaching Program begins with answering two essential questions:

1. Where do I want to be financially?
2. What will I do to get there?

Many in our country are saddled with credit card, student loan, car loan, and other debt payments, or live a paycheck-to-paycheck existence. Debt feels like a ball and chain around our lives, and living paycheck-to-paycheck is no real existence at all.

You can reclaim control of your money, rather than let it control you, and use it to reach heights that have always seemed unattainable:

• Save $1,000 for a cash emergency fund
• Systematically eliminate your consumer debt, typically in 24 months or less
• Plan for upcoming purchases and financial events

Momentum Coaching will provide you the tools to make informed financial decisions, empower you to manage your money, and restore hope to your life. This dynamic program builds accountability and responsibility on the part of the client so that dreams become reality and talk becomes action.

If you are serious about building momentum toward your financial goals, complete the application for your complimentary consultation.

Back to Top

Xceleration Coaching

For those who have become (and stayed) debt free, we salute you! Making your way out of debt can be a wild adventure. Yet, once on the other side, there’s a whole new list of financial decisions that must be made:

• Where and how to invest for wealth-building and college funding
• How to prepare for a vehicle purchase or the vacation you always wanted to take
• What types and amounts of insurance you need
• How to prepare your estate for those who come after you

Building on the progress and success of eliminating your consumer debt, Xceleration Coaching is designed to equip and empower you to make confident wealth-building decisions.

As with any Lukas Coaching program, we do not sell investment or insurance products (and we can’t stand gimmicks, either), so you know you’ll be getting the honest truth and honest accountability you need to continue realizing your goals.

To begin accelerating toward your long-term financial goals, please complete the application for your complimentary consultation.

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.