|
Congratulations on the first steps toward changing your
life... forever! By viewing this page you've demonstrated
a willingness to change your habits and thus the direction
of your entire family. 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. We work for a flat
fee and have an unconditional money-back guarantee. If
you are not satisfied within 30-days of your initial appointment,
we will refund 100% of your initial fee. We work from
a teaching point of view and our job is not complete until
each client completely understands their current financial
situation and the direction they need to go.
Why don't you list your prices?
In order for us to best serve our customers and offer
the lowest price possible, we need to determine what your
goals and objectives are. Each customer is different and
so are the services we provide. In contrast to most Financial
Planners who make commission from selling you products,
we charge only a low flat-rate. Also unlike other Financial
Planners, we do not set different rates based on your
income level. So our prices are the same regardless of
whether you make $250,000 or $20,000. We are truly here
to help. For more information, please visit our FAQ
page or contact us and
let us know how we can help.
Personal Services
Debt-Free 101 l High
School & College
Premarital/Newlywed l Foundational
Wealth Builder l Progressive
Wealth Builder
Add-on Services
Financial Peace University (FPU)
Hourly coaching l Phone coaching
l Financial Accountability
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 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 action steps that will get you where you want
to be long-term
Back to Top
High School & College
Program
If you have never been taught how to manage your money,
then this is program is for you. Many of us graduated
from high school without the knowledge necessary to successfully
manage our finances. If you make $60,000 each year from
age 25 to age 65 without receiving a single raise $2,400,000
will have passed through your hands! If you want to learn
what to do with that money, we can teach you how to save,
invest, give and live within your means. Also included
in this program is our financial software with your working
budget already preprogrammed. Contact
us to learn more about this intense eye-opening course.
At the completion of the 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 action steps that will get you where you want
to be long-term
Back to Top
Premarital / Newlywed coaching
Do you know the #1 cause of divorce in North America
today is money? If you are engaged or have been married
for less than one year, this is a great program for you.
Your coaching session will include an in-depth study of
how finances relate to marriage as well as the top 4 problems
facing married couples today. The initial session is approximately
2.5 hours. This program includes free email and phone
support for the 6 months following your session, plus
a copy of our financial software with your working budget
already preprogrammed. All of our Premarital and Newlywed
customers also receive a FREE lifetime membership to Dave
Ramsey's Financial Peace University as a wedding present
from us!
At the completion of the program you will:
Receive a copy of your working budget along with our
excel program
Know how each of you operates with regard to money,
where each of your strengths and weaknesses lies and
how to use those to your benefit to grow your marriage
Have a plan to become debt-free, in most cases within
2 years or less
Have action steps that will get you where you want
to be long-term
For more statistics relating to marriage, please visit
our Financial Facts page.
Back to Top
Foundational 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.
Back to Top
Progressive Wealth Builder
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.
Back to Top
Add-on Services
Financial Peace University (FPU)
- $100
Dave Ramsey's Financial Peace University is taught in
thousands of places around the country. FPU is a 13-week,
life-changing program that empowers and teaches you how
to make the right money decisions to achieve your financial
goals and experience a total money makeover. The normal
price of this program is $199, but if you add it to any
of our programs you pay only $100! FPU is a lifetime membership
for you and your family. You can attend any class, anywhere
in the world, at anytime when you buy this package.
To learn more about FPU, click here.
Back to Top
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 the Triangle area. The information and
guarantees are the same and your outcome is still based
on the goals we set in our session.
Back to Top
Financial Accountability
If you'd like to continue to meet on a regular basis
following the completion of your selected program, we
have many options available to work with you on a personal
basis. We will create a custom program to fit your needs.
Allowing us to work together on a more personal basis
to help you obtain your goals sooner and faster. Please
contact
us for details.
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.
|
