We focus on:Goal SettingBudgetingPurposeful SpendingTotal Debt EliminationEmergency FundBuying a HomeRetirement/College

Financial Emergency Care

This is for anyone who is in financial crisis or has consumer debt. Your coach will assess your financial vital signs and help you develop a spending plan, debt elimination plan immediate treatment of specific critical needs (debt collectors, foreclosure, threats of lawsuits, etc.). This includes a 2.5 hour session with a 1 hour personal follow up and unlimited follow-up for 6 months.

Financial Strength and Conditioning

For those out of debt excluding your home, wanting to develop strategies to fund retirement and college education. Your planning includes investing and college funding strategies, wills, and review of current personal financial plan as well as how to stay debt-free. Includes an initial 2.5 hour session with a 1 hour personal follow-up and unlimited follow-up for 6 months.

Financial Performance Enhancement: Going Pro!

You are debt free and have begun to establish retirement funds, college funds and are building your net worth, but are looking for some one to review your complete plan to fine tune your financial strategies and goals. Your Coach will help build/review your current financial plan including insurance coverage, wills, investing and college funding. Financial performance enhancement coaching includes an initial 2.5 hour session with a 1 hour personal follow-up and unlimited advising and follow-up for 6 months

College Students' Start Now!

 “Yes You Too” can create and live on a budget. Your coach will help you to develop a written spending plan, debt elimination plan, review/identify sources for potential college funding, and identify strategies to decrease book and other college related expenses. Your coach will provide you with simple to use planning tools for your budgeting. Includes an initial 2 .5 hour session and unlimited email follow-up for 6 months. (only full-time college students are elligible for this service)

Coaching Around the World

If you live more than 60 miles outside the Lexington / Richmond area, we are happy to provide you with any of our above options using today's technology via phone and email. Our services are of the same quality as if we were meeting with you in person!

Focused Intensity: Coaching by the Hour

If you simply want a review of an individual area of your personal financial plan, this option is available to you. We will be a second set of eyes that will give you an unbiased opinion of your plan.

6 Don’t worry about anything; instead, pray about everything. Tell God what you need, and thank him for all he has done. 7 Then you will experience God’s peace, ...
  Philippians 4:6-7 (NLT)