Our Services
Complimentary Consultation
This is an in-person (where applicable) or virtual no-pressure, no-obligation discussion to help us gain insight so we can understand your situation, strengths, struggles, and goals. From there, we can decide if coaching is the right fit for your situation, and if not, what type of service would be appropriate for your situation.
Budget Builder Package - $150
This single session package is available for those who want professional assistance in developing a cash flow plan. We’ll take a close look at your planned and expected income, your monthly expenses, areas where improvements can be made, and develop a detailed cash flow plan that will leave you in control of your money. This session is offered both in-person (where applicable) and virtually.
6-Month Coaching Package - $1,100
This package is a true investment in your financial future, peace, and freedom. During the 2–3-hour initial session, subsequent 1–2-hour monthly sessions, and monthly 30-minute check-in calls, we’ll take a deep dive into your finances, address all aspects of your financial life, develop a comprehensive financial plan specifically tailored for your situation, and be there to walk your journey with you for accountability and support. Sessions can all be conducted in-person (where applicable) or virtually.
Monthly Maintenance Sessions - $125 per session
Once the 6-Month Coaching Package is completed, many clients appreciate the accountability, guidance, and support we offer with our Maintenance Sessions. Questions are answered, new concerns are addressed, progress is checked, and referral services are provided. Sessions can all be conducted in-person (where applicable) or virtually.
Financial Peace University
This is a 9-week in-person, flex, or virtual group class offered publicly or privately for small groups. Purchase of Ramsey+ membership required.
Corporate Consulting
We offer a multitude of programs to help all types of companies improve their bottom line through their most valuable asset: their employees. Some of our biggest strengths are the ability to think outside the box, program development, project management, and 40 years of experience working for both good and bad employers and being both a good and bad employer. These are just a few of the ways we can help you:
Employee attraction and retention - While the thought of a larger salary is a big attraction to recruit new employees and retain current staff, many companies cannot keep up with that particular demand. Let us help you develop an employee attraction/retention plan that won’t break the bank.
Investing 101 - Don’t expect your HR department to act as a financial advisor to help your employees make wise choices when it comes to the retirement plans your company offers. Let us educate your employees on the basics of investing and how to get the most out of your offerings.
Company-sponsored group classes and individual coaching - We can provide several low-cost options for you to offer your employees. Remember, a struggling employee is a preoccupied employee who very often isn’t able to maintain their full productive capacity.
Public Offerings
Contact us today to discuss how we can serve your needs in any of the following ways, and more:
Classroom presentations for all ages
Speaking engagements
Content creation
Guest appearances
Radio spots
One-off and series presentations
Keynote and breakout session speaker
And much more!