Financial

COACHING

Financial stress can take its toll on your pocketbook, your relationships and your health. With 78% of American's living paycheck to paycheck–combined with the amount of social, economic and global uncertainty we live with today–it's even more important to make sure your finances are in order. We offer three different options to help you implement better habits to create a better future for you and your family. These options are:

  • Courses

  • Group Coaching

  • One-on-One Customized Coaching

What Our Clients Experience After Working With Us:

  • Improved financial habits and money mindset

  • Learn how to budget effectively and stay on budget

  • Elimination of debt (average of $15,000 in 6 months)

  • Creation of a better financial future and legacy for their family

  • Peace of mind

  • Increase in happiness

  • Better sleep

  • Decrease in financial stress

  • Healthier relationships with money, family, friends and colleagues

  • Control over their finances instead of finances controlling them

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Want More Info On Financial Coaching?

SERVICES OFFERED

Courses

Our courses are offered fully virtual in a self-paced learning environment. They are led by our Ramsey Solutions Master Financial Coach and are an affordable way to start getting control of your money. These make great gifts to friends and family who are experiencing struggles with money, or are just entering the adult world. Some of our courses are:

Budgeting 101:

  • Learn how to budget effectively

  • Develop SMART financial goals

  • Stop living paycheck to paycheck

  • Give yourself a raise!

Includes 5 Modules:

  • Module 1: Foundations

    • Setting SMART financial goals​

  • Module 2: Budgeting Basics

    • Value of budgeting​

    • What a budget is and isn't

    • What you need to get started

  • Module 3: Budgeting for Beginners

    • Budgeting tools

    • Cutting expenses & allocating funds

  • *BONUS Module 4: Budget Like a Pro

    • What makes a budgeting pro​

    • How you can be a budgeting pro

Group Coaching

Our 6-month group coaching begins in January and July every year with a maximum group of 10 individuals and/or couples. Registration opens for only three weeks, so be sure to register for this high demand program before slots fill!

 

Every participant in our group coaching will get:

  • An hour long monthly recorded group coaching session with our Ramsey Solutions Master Financial Coach

  • Access to a private Facebook group for accountability, support, resources and more!

  • An hour long monthly Q&A with our Ramsey Financial Coach

  • Budgeting 101 course

  • Monthly industry speakers for all-around financial wellness including insurance agents, attorneys, financial advisors and more!

 

Group coaching is a great first step to finding financial peace and freedom. You will be surrounded by a supportive community that encourages one another on their financial journey and helps to keep you accountable to your goals. And is a great option for those who maybe can't yet afford customized one-on-one coaching

 

Contact us for pricing! (Ask about our referral discount!)

One-on-One Coaching

Our 6-month one-on-one coaching is completely customized to you and your needs. We start by determining your financial goals, and then creating a plan to achieve them.   

 

Our one-on-one clients will get:

  • Seven hour long private coaching sessions with our Ramsey Solutions Master Financial Coach

  • Full access to Ramsey Financial Coach during business hours to answer financial questions as they arise

  • Personal accountability and support partner for six months

  • Access to a private Facebook group for accountability, support, resources and more!

  • EveryDollar budgeting tool and videos to supplement private coaching

  • Budgeting 101 course

  • Access to industry speakers for all-around financial wellness including insurance agents, attorneys, financial advisors and more!

 

Customized one-on-one coaching is a great option if you are sick and tired of your finances being the way they are, have tried and failed too many times to count, and are ready for a change. If you know that you need a customized to you plan and accountability to keep you on track, then this is the best option for you to reach financial freedom!

 

Contact us for your customized price!

ABOUT OUR COACH

Traci is a Ramsey Solutions Preferred Master Financial Coach through the Dave Ramsey group. However, her experience with finances started years ago when she was a single mom trying to make ends meet. 

She ended up losing government benefits after buying her first home forcing her to pick up two more jobs outside of her existing part-time job, all while in school full-time. It was beyond a challenging time and she ended up doing all the things that you shouldn't do with your finances, maxing out credit cards, refinancing her car and eventually her home. 

It didn't look like there was an end in sight until she went to a conference and heard Dave Ramsey speak. For those who don't know, Dave Ramsey is a finance guru who started in a rough predicament as well, declaring bankruptcy and losing almost everything. 

After she heard what he offered she jumped in feet first, and there was no looking back. Since this time she has gotten married and paid off a whopping $40,000 of debt and still going with student loans still remaining.

She now uses this experience and her financial knowledge to help others. She has a passion to help other single moms and women as well as military and veterans learn to control their money, get out of debt and live in financial freedom to experience the beauty of life without the weight of debt and financial struggles.

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Let's Connect

‪(614) 434-6536

19 N. Center Street

Suite 301

Pickerington, OH 43147

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