Coaching services are available to you and your spouse (if applicable) in person or if you are outside of the Dallas/Ft. Worth area, by phone.  Thereafter, for 6 months, our counselors will walk by your side providing scheduled follow-ups with the goal of achieving financial peace. Confidentiality is respected and observed at all times.

Choosing the right coaching session is based on individual circumstances.  We can discuss which level of service best fits your needs when you call for an appointment.

Basic Coaching:

This session is right for you if you are:

• Adrift financially, with no clear goals or realistic budget
• Unable to understand or communicate financial matters as well as you’d like
• Worried about the amount of debt you are carrying
• Consistently having trouble making ends meet
• Cannot agree with your partner about spending and budget

A trained coach with the heart of a teacher will assess your situation, help you design a budget, establish a plan for paying debts, and address any needs unique to your situation.  Prior to your appointment, your coach will review your information and any specific questions you have.

Crisis Coaching:

Job losses, medical emergencies, foreclosures and repossessions, divorce; these are financial crises that demand special attention. When you are distressed and don’t know where to turn, a compassionate and caring financial counselor can give help and hope while facing these financial crises.

This session is right for you if you are:

• Worried about the amount of debt you are carrying
• Consistently having trouble making ends meet
• Being harassed by creditors or collectors
• Facing lawsuits, judgments, foreclosures, or repossessions
• Thinking seriously about bankruptcy for any reason

Wealth Building:

This session is right for you if you are:

• Out of debt except for (or including) your mortgage.

A trained and experienced financial coach will teach you to invest for education and retirement, minimize taxes, plan your estate and build wealth. Prior to your session, your counselor will review your information and any questions you have submitted. After an initial two hour session, your counselor will offer verbal and/or written recommendations. This also includes six months of limited follow-up.

Pre-Marital Financial Coaching:

This session is right for you if you are:

• Engaged or newly married
• Want to learn how to communicate with your partner about money
• Want to establish a plan for giving, saving and spending
• Want to start your marriage off on the right foot with sound financial understanding
• Want to plan for the future by setting financial goals together

Hourly Coaching:

These sessions are available at an hourly rate. We recommend these for anyone who is out of debt and who seek additional information about planning for individual goals, and have specific questions.

Small Business Coaching:

A trained experienced counselor will help you:

• Review your P&L statements
• Create a budget
• Eliminate debt
• Formulate a business plan
• Establish goals
• Anticipate and embrace inevitable changes in the marketplace

Click here for downloadable Coaching Forms
 

* The coaching sessions can take place either in person or over the phone. Thereafter, for 6 months, our counselors will walk by your side providing scheduled follow-ups with the goal of achieving financial peace.