top of page

NUTS AND BOLTS OF MY APPROACH TO PERSONAL FINANCIAL COACHING

GOAL-ORIENTED

Our personal financial coaching sessions focus on clarifying your desired goal and developing a plan to move toward that goal. 

 

FEE-ONLY & CASH UP FRONT

I provide a fee-only financial coaching service to help clients get the most out of what they are looking for in financial coaching.

VIRTUAL MEETINGS

All my sessions are virtual at this time, unless the client can meet me in Alamance County, North Carolina.

The virtual approach that I use is through Google Meet, Zoom or Microsoft Teams.

I have conducted a lot of my sessions over the phone, which seems to work almost as good as seeing someone on your screen.

WHEN LIFE CALLS 

CALL A COACH

Financial coaching can also be used for a variety reasons.  Here are a few.  I will work with clients who are ready to purchase their first home, buying a vehicle, dealing with creditors, foreclosures, bankruptcy, estate planning, insurance needs, retirement, investments and much more.

BABY STEPS

Because I am a Ramsey Preferred Coach, I use Dave's Baby Step approach to help the client know where they are on the spectrum of things.  The Baby Steps is a foundational framework from which the coach and client knows what the scorecard looks like.

 

  • 30-Minute Financial Wellness Checkup: $100

  • 1 Hour Crisis Session:  $200.

  • 1 Hour Follow-up Session:  $150.

  • 3 Personal Sessions (First Things First) $500.

  • 6 Personal Sessions (Learner Package)  $900.

  • 12 Personal Sessions (Year Long) $1700.

The coaching packages and pricing are all within industry standards and best practices.

 

Are you ready to get started on your journey to financial fitness, financial freedom and financial peace? 

What would be holding you back? 

Every minute that goes by without a decision is multiplied by hours, days and weeks that continue to do harm on your life. 

 

Richard will give you a 30 day 100% money-back guarantee when you purchase a coaching from me.  If you are not fully satisfied for any reason, you can email me for you money back within 30 days of your purchase date.  YOU ARE NOT OUT ANYTHING.  So, what's holding you back. You really have nothing to lose.

Personal Financial Coaching
Programs and Pricing

100% Money Back.png
bottom of page