1-on-1 Personal Financial Coaching

Get unstuck with your finances and live a happier life.
Click Here And Schedule Your Free 30 Minute Assessment

Get Out Of Debt

What impact is debt having on your life?  What would you do if you didn’t have any debt?  Money problems are the #1 cause of stress and relationship issues.  I am passionate about helping you become debt free once and for all.  Click here and let’s chat about how to make that happen. 

Improve Relationships

If you have a significant other, imagine being on the same page and working toward the same goals.  If you are single, imagine having a spending plan you can feel guilt free about when you want to have some fun and entertainment nights with friends.  We can help make that happen!

Less Stress - Live Healthier and Better

Ready to become happier and healthier?  Of course!  Our job is to help you be more intentional with your money so you can align your goals and desired outcomes with how you spend and save your money.  This equates to feeling more satisfied by focusing less on unhealthy things such as what you don’t have.

Grow Wealth

Want to become wealthier so you can have guilt free lifestyle choices?  Then no more excuses.  You get wealthy by buying assets and not liabilities.  Not building wealth means worrying about the future and more years in the workforce.  Be intentional and go beyond surviving and to a point of thriving.  Your future self with thank you!  

Helping You Acheive Success With Personalized Coaching

You deserve a life of security and liberation, free from the worry, stress, fear, and anxiety.

You have to take action!  You can’t get to a better financial life by doing nothing or changing nothing. 

Get immediate help!  Many people regret not having reahed out sooner.

Bottom line, if you follow my plan, you will get result and accomplish your goals.  That’s want you want, right?

How We Help You

Have a plan in hand 7 days from now

Know where you are, and define where you want ot be.  The plan is how you get from one to another.  

Clarify what success looks like

Learn and change behaviors that are sabotaging your life.  With a few good habits performed everyday, you will become successful. 

Change your life and legacy

Learn to build and safeguard your legacy.  Discovering the keys to generosity and generational wealth.  

Transition from surviving to thriving

Put into motion the right combination of actions so you can begin to thrive like never before.  

Questions?

Everything we discuss and any information you provide will be completely confidential.

What exactly is Financial Coaching?

Financial coaching is all about you. It’s about all the mechanics, behaviors, and mindsets you have about money.  But big picture, it’s not just about your money, it’s about your life.  It’s about no longer feeling stuck, overwhelmed, or anxious. 

Money stuff can be confusing and overwhelming.  You deserve better, so as your Financial Coach, I gain an understanding of your current situation and develop a custom plan to help you win with money. Think of me as your money mentor, here to help you live with less stress,  more confidence, and a better lifestyle.

Are you going to try to sell me products?

Nope!  I do not have any products to sell you like bank or investment accounts, or insurance policies.  I also do not manage your money. My services include helping and educating you to get from where you are to where you want to be financially. Think of me as your money mentor and accountability partner.

Why work with a Financial Coach?

Because you will be getting help with solving your financial problems and reaching your goals.  This often means less stress and a better lifestyle because you become debt free, increase your savings, secure your retirement, or increase your cash flow. 

What is holding you back from reducing your stress and  accomplishing your goals? 

Many have been accomplished great things as a result of coaching.  They are now living a much more generous and less stressful life.  Those same people were often nervous in the beginning, but quickly gained comfort as a result of receiving a plan after their first session.

What is involved to get started?

I offer a free 30-minute assessment session to anyone who’s ready to learn how they can improve their financial situation and relationship with money.  If you’re ready to live a better life, then let’s talk and see if we’re a good fit to make amazing things happen.  Click here to schedule a free 30-minute assessment – it could change your life.  

How do I pay for coaching when I have no money?

There’s a difference between being poor and being broke. Odds are, you’re broke, not poor. You must decide where your priorities lie.

All of my clients who have followed my plan no longer live paycheck to paycheck.  Is that something you want?  

In the end, all of my clients have improved their financial situation and their mental/emotional health and therefore,  coaching has a high level of return on your investment.

What can I expect during coaching sessions?

Expect personalized and confidential help.  It’s difficult to say there is a “typical” session, because situations are unique; however, I have a responsibility to understand and evaluate your current needs, goals and resources in order to develop strategies to meet your objectives.  You have a responsibility to provide accurate and complete materials, documentation, and facts to the best of your ability.

We will both come to each session prepared based on the agreed upon goals and objectives for the session.  Sessions typically end with agreements regarding adjustments and next steps that pave your path to life changing results.  

The goal is to get results.  It is always encouraged that we both ask questions to learn and gain clarity.

These Clients Are Transforming Their Lives

 

Terri W.

Teacher, Single Mom

“I was stuck and needed help organizing my finances and creating a plan to eliminate my debt.  Then I started coaching and in 6 months, I’ve paid off $18,000 and boosted my emergency savings!  I feel less stress and more confidence!”

Karen E.

Teacher, Single Mom

“I went from rising debt and no savings to a $2,000 emergency fund, three new paid for home appliances, and a paid off car all in the first 7 months.  I am more confident now, and I feel I am on a path to accomplish my dream of moving to the coast in a few years!”

Suzanna and Brandon M.

“With retirement getting closer, we had no real plan and feared having to work the rest of our lives. We knew we should be doing more with our money and paying off debt, but we didn’t what to do or how to do it.  With Dan’s help, we now operate from an easily manageable spending plan, have a roadmap to eliminate our debt, and feel more secure about our future.  It is a huge relief, we have less anxiety, and our marriage has grown stronger.”

Caleb C.

“My biggest challenge was keeping the money I earned.  My bank account was chronically low on funds which created stress.  In coaching with Dan, I was able to lay out a clear and realistic plan to acheive financial peace.  In less than a year, I have a fully funded 6-month emergency fund, developed strong money management habits, and started putting money into investments for my future.  I don’t stress about money any more!”

What Is The Process?

Book A Free Assessment Call

Hiring a coach is a big commitment financially and emotionally.  It’s important that your coach isn’t just good at what they do, but you have to be a good fit for each other.  I offer a free 30-minute session to confirm just that.  Let’s talk and see if we’re a good fit.  This is the first step to making great things happen.

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We Create A Plan Together

I will lead you on creation of your plan that takes into account your income, expenses, goals, and life situations.  Seeing it laid out in front of you, step-by-step, is a game-changer.  You will gain immediate clarity to what actions will yield you results you desire.  This is the plan you’ve been looking for!

We Walk The Plan Together

With the plan to a healthier and better life in hand, it’s now time to execute. You can choose to execute on your own or you can choose to continue to work with me.  Many continue with coaching so they get quicker results through my  support, accountability, and guidance.  Either way, you have a blueprint for your path to financial success and freedom.

Still Have Questions?