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Financial Freedom has a different meaning for everyone. There are no two individuals or families facing exactly the same financial situation. Because of this, we offer several different coaching packages to meet your individual needs. Remember, we don’t sell financial products, so we have no conflict of interest. You can feel confident that we are not making recommendations based on whatever product or investment earns us the highest commission.
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Pre-marital/Newlywed ~ The number one cause of divorce in North America is money fights. Don’t become a statistic. If you are engaged or have been married for less than two years, this package is for you. Learn how to communicate about money and your priorities, work together to create a lasting budget, and plan together for your financial future.
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Debt-free 101 ~ This option is for anyone with consumer debt or in financial crisis. Your coach will help you develop a spending plan that works, a debt-elimination plan, and specific needs (creditors, pending foreclosures, bankruptcy, etc.). Includes an initial 2 hour
session and unlimited follow-up for 6 months.
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Beginning Wealth Builder ~ For those who are debt free except the house and ready to fund retirement and/or kid’s college education. Your coaching includes investing and college funding strategies, wills & basic estate planning, etc. as well as how to stay debt-free while planning for future expenses (auto replacement, etc). Includes an initial 2 hour session and unlimited follow-up for 6 months.
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Advanced Wealth Builder ~ If you’re debt free and have already begun to build your net worth, but need help with planning your future, this package is for you. Your coach will help build/review your comprehensive plan including insurance needs, will and estate planning, investing, college funding, and other “life issues” (career, education, starting a business, home move-up/down, etc.). Includes an initial 2 hour session and unlimited follow-up for 6 months.
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Small Business Basics ~ For small business owners whose business manages them more than they run their business. You’ll work hand-in-hand with your coach to develop a solid business plan, an effective marketing plan and a sound cash flow plan that helps you not only predict revenues and expenses, but allows you to make smart business decisions.
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Coaching by the Hour ~ If you’re on track with your finances and simply want a review of your current budget or financial plan to keep you on the right course this option is available to you.
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Dave Ramsey endorses Matt Wegner!
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