Contact Dave's In-House Coaching Team

Our Coaching program is a comprehensive three month process that allows you to determine where you are financially, where you need to be, and how to get there. Financial Coaching is the most in depth and personal service that we provide, so the specific issues addressed, objectives and action plan focuses solely on your personal needs.

We offer three types of coaching:

  • Basic Coaching: $495. Achieve control of your current situation as you move through Baby Steps 1-3. How would it feel to be debt free and have an emergency fund in place?  Coaching includes a membership to Financial Peace University.
  • Wealth Builder: $795. Gain insight as you navigate through Baby Steps 4-7.  How would it feel to have a specific game plan to know you are on track for those short-term and long-term goals, and know you are making the most of your resources?
  • Business Coaching: $795 for the small business owner and operator without employees.  $1195 for the small business with employees.  Coaching covers cash flow planning, reducing debt and building cash savings.  Make smart decisions to help your business grow!

If you are interested in this in-depth service, and you are willing to make the time and monetary commitment, contact us by completing the form below or calling us at 888-227-3223. 

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The answers to many financial questions are available for free in the Ask Dave section of the website.
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Is financial coaching right for you?

To succeed, you'll need to consider these three questions:

1. Are you committed?

In other words, are you willing to change, and will you be faithful to your commitment to change?

2. Are you available?

To get the best results, you will make a time commitment both in and out of the coaching office.

3. Are you coachable?

We can show you options and guide you, but you will have to take action. We can't do it for you.