Facing a financial crisis or struggling to get out debt?
Tired of worrying about money and want to enjoy life more?
Making good money but not sure where it all goes?
Need some help planning for retirement?
We’ll help you:
Navigate through a financial crisis
Learn how to deal with Collectors
Build and stick to a realistic budget
Get out of debt as fast as possible
Prepare for the unexpected
Change your money and spending habits
Build your savings and retirement
Improve the financial health of your small business
We will help you become stronger and more secure financially by creating a realistic, personalized plan to address your financial needs.
Our process is simple. We begin with a no-cost consultation to discuss your situation and determine how we can best help you. Then, we’ll review your financial information, set goals, develop your financial plan, and provide encouragement, support and accountability to help you win with money.
It’s time to invest in YOU and your financial future.
“When we sought financial coaching, we were in a deep financial hole and didn’t see a way out.
Jay helped us get on track to become debt free and financially secure.”
A.D. – Former Client
“When I first met with my coach, I was facing major financial setbacks.
Jay helped me clarify goals and provided the encouragement and support I needed to persevere.”
J.P. – Former Client
“Thanks to our financial coach, we no longer use credit cards for anything.
Thanks to Jay, we have a solid budget now and will be completely debt free in 3 1/2 years.”
D.L. – Former Client
Our clients are winning with money because we:
Provide an independent perspective on your finances and help you see things you might otherwise miss
Help you develop a plan of action to achieve your financial goals
Help you assign every dollar of your income for maximum return and benefit
Save you time, effort, and worry
Help you change bad money and spending habits
Provide ongoing support, encouragement and accountability to help you succeed
Being completely debt-free with money in savings AND money to spend
All of your financial dreams becoming a reality
Making sound financial choices for you and your family with confidence
Being totally excited about YOUR life and YOUR money instead of comparing yourself to others
Building generational wealth for your children, grandchildren and great-grandchildren