Classic Financial Coaching

Does your current financial situation leave you feeling discouraged and searching for answers?   Do you feel weighed down by student loans, consumer debt and wonder why there is more month left at the end of your paycheck, than paycheck at the end of your month.     Maybe you have met with a financial advisor in the past and left with a bad taste, of felt like you couldn’t meet with a financial advisor because you ‘didn’t have enough money’ for their services.

It is my passion to educate and empower you how to make smart decisions with your money.  To quote Dave Ramsey, “Debt has been sold to us so aggressively, so loudly, and so often that to imaging living without debt requires myth-busting.   Debt is so ingrained in our culture that most Americans can’t even envision a car without a payment…a house without a mortgage…a student without a loan…”      There is another way!   Though our financial coaching program, we start with the basics, develop budget to build a solid foundation that you can understand.   Identify short term risks and long term risks to properly fund for them.  Unplanned expenses come from unplanned budgeting!  

If you are struggling with debt, budgeting, lacking focus on your financial goals, looking for individual private 1:1 coaching on financial topics that are more than just retirement, our financial coaching program may be your answer.  The program will encourage accountability to progress you through the steps of:

• Budgeting
• Establish and fund an emergency account
• Eliminate debt
• Retirement Savings
• Mortgage elimination

Dave Ramsey is not affiliated with Classic Financial Services or LPL Financial.