Coaching Services
Debt Management
This section deals with the importance of the psychology of money and how understanding money personalities is critical to successful financial coaching. We look at assets, liabilities, net worth, statements of net worth and cash flow statements. Understanding the time value of money will help clients make better financial decisions. Let’s dive into what God’s word has to say about creating “a spending plan” without you being judged or feeling guilty so you can achieve short and long term financial goals.
Retirement Planning
One of the most impactful aspects of understanding what the Bible has to say about what you have been taught in regards to Retirement. This is not a biblical concept, so we will look at what the Bible actually says about “withdrawing from work” and how we should prepare and live out our lives while thriving during our golden years so we can live more impactful, fulfilling lives. Spoiler alert, it’s sweeter than what you’ve been made to believe. Let’s dive into what God’s word says about adding to the Kingdom.
College Funding
If you have read the news lately you clearly know that the college debt system is broken. But what if there were other ways to make sure your children don’t perpetuate the student loan debt into their personal financial structure? Knowing all the options available to prevent unwise college debt, or exposing your own funds to regulations that are not necessary and weren’t meant to benefit you. What about repayment of college debt? We will look at the options available by using a resource that removes all the unnecessary noise and confusion as well as providing the ability to properly keep up with the ever changing options for student debt repayment with a technology platform that is very cost effective.
Estate Planning
By now you have probably picked up on the fact the every financial concept that impacts your personal financial structure has a different name with my financial coaching program. I prefer to call this Legacy Planning. This has more to do with risk management and avoiding the costly impacts of having your personal financial structure exposed to the public. The truth is you wouldn’t write social media post about the assets you have and how they will be distributed in the event you were hospitalized, unable to communicate or if you graduate into eternity (death). Let’s look at being responsible stewards of what God has already provided for you and how you will use it for his Kingdom.
Protecting Assets
This section covers the important aspects of protecting financial assets through insurance. We will look at workplace benefits, life insurance, health insurance and indemnity plans, personal property insurance, disability and long term care insurance are covered.
Charitable Giving
Most people think charitable giving only happens once we graduate into heaven, nothing could be further from the truth. Giving is an act of worship. Caring for the needy, widows and children are biblical concepts yet we only think of charitable giving as something that happens once we are no longer here. We will dive into the aspect of being Christ to the needy and how our attitudes towards giving multiplies the wealth God has entrusted us with. It is all God’s money.