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Take a short 3 question survey and receive first hour of coaching for free.  This is a $100 value.

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Are you thinking about working with a Financial Coach?   If so, contact us for a free 30 minute consultation.  This is an initial interview process where we you can ask me questions and I can start learning your unique situation.  At the end of our 30 minutes, we can decide if we want to work together or not.  If so, and I hope that is the result, we can schedule our next meeting along with discussing what each of us can do to prepare.

I only charge for our meeting time.  So, the more we can each do to prepare, the more money you save.  My typical rate is $100/hour which is consistent with other local financial counselors and coaches.  Make sure to check back often as I do run specials. 

Click here to review hourly and package deals.

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Coaching =   Are you just starting to work on your finances?  Whether you want counseling, coaching, investment basics, or just have a few questions, this page contains a few forms specific to you.

Cash Flow Planning =   Are you looking for a Money Management Plan (or Budget) form that works?  This page contains the forms taught in Financial Peace University (FPU) both as one large spreadsheet and as individual forms (including instructions and enhancements), our own planning spreadsheet, and spreadsheets shared by others.

Sample Letters = Are you needing to use the sample letters from the Financial Peace University workbook and other books, but don’t want to type them from scratch?  This page contains electronic copies of these letters.

Check Your Progress = Ever wonder how you are doing?  Need to update the status of your major components list?  Want to update your net worth calculations?  How about those recommended percentages?  This page contains the tools that help you realize just how far you have come!  Enjoy every win, no matter how small it may seem!

Testimonials - If you would like to read what others have said, check out our Coaching Testimonials.

Our Vision:  Assisting individuals, couples, and small businesses develop control over their financial situation, regain hope, and win with money.

*Completion of Dave Ramsey’s Counselor Training does not create an employment or an agency relationship, or give any Counselor the right to speak for or bind Dave Ramsey or his company, the Lampo Group, Inc., nor does it constitute an endorsement or recommendation by Dave Ramsey.