Services
Q & A Sessions
If you are interested in figuring out if coaching is a good fit for you, please click the link below to schedule a free 20 minute Zoom meeting.
Individual Coaching
During individual coaching sessions, we work together to identify areas where you want to grow, set specific goals, and develop detailed plans to help you achieve great results. Then we walk along side you as you develop your skills and implement your plan.
Whether you are just getting started and need help developing your first budget, have a long and challenging history with money, or just need some help figuring out your investment, insurance or estate planning needs, individual coaching will help you develop the skills to become a good steward and achieve your financial goals. Sign up for a free Q&A Session and let’s talk about how coaching can help you live a more Abundant Life!
Couples Coaching
One of the most common challenges in marriage is how to be good together when we don’t have agreement about finances. In couples coaching we help you build unity with each other, and learn to work with each other’s strengths, appreciate and manage your differences within a Biblical framework for marriage.
We help you set goals, and develop specific action plans to achieve the results you desire. Sign up for a free Q&A Session and let’s talk about how coaching can help you improve your finances and your marriage as you create a more Abundant Life together!
Sessions and Programs
Q & A Session (20 minutes – Free!)
This is a free session where we will explore if coaching is a good fit for you (and your spouse if married). We will discuss some of the issues where you might want coaching and I’ll explain how our coaching process works.
Discovery Session (1.5 hours – $100)
The Discovery Session is designed to help you begin to tackle your biggest financial concerns and develop a plan to help you achieve your goals in this area. Prior to this session, we will send you a questionnaire and spreadsheet that you will complete and return to us. This allows us to get prepared so we make great use of our coaching session!
13 Week Program (9 – 1 hour sessions – $450)
We will meet weekly for the first 5 weeks to assess your current situation, set initial goals, and get you on track towards an Abundant Life. We will then switch to an every other week schedule for the next 8 weeks (4 sessions) as we monitor your progress, make adjustments to your plan, and address additional financial issues as you build a solid financial foundation.
6 Monthly Meetings Program (6 – 1 hour sessions – $300)
This program is designed to support clients who have completed the 13 week program and want additional support as they continue to work on achieving their goals.
Single Session (1 hour – $50)
Scheduled any time to address specific financial coaching issues.
One Flesh Finances Program (3 – 1.5 hour sessions – $225)
This program is designed for engaged and newly married couples as you start your lives together. We coach you through the process of combining finances and adopting a united approach with your finances. This three session program helps you get off to a good start and avoid the heartache, fights and even divorce that often comes from lack of oneness in your finances.
Hourly Fees
We charge $50 per hour for all services.
Group Workshops
Group workshops typically have 20-40 participants, and are an inexpensive way to build a solid Biblical foundation for your financial life. Each workshop is built on Biblical principles, and is designed to help you grow in your relationship with God as you improve your financial life. They are fun and interactive experiences, and participants are usually relieved to find out that they are not alone when it comes to their financial concerns.
Abundant Life Essentials (6 weeks)
Develop a strong Biblical foundation for your financial life. You will learn:
- Your most important financial decision
- The benefits of Abundant Living
- How you developed your money habits
- How to know God’s will for you finances
- What is your current financial health
- A Biblical plan to manage your finances
Abundant Life Planning (6 weeks)
From a strong biblical foundation, you will explore essential life planning topics including:
- Wise Investing
- Saving for retirement
- How much do I need for retirement?
- Purchasing a home
- Good insurance decisions
- Leaving well (estate planning)
FAQ's
Financial advising typically focuses on long-term goals like retirement. An advisor develops a plan for investing your money, and often has you turn over your money to them to invest. They typically charge a 1% to 1.5% annual fee. These fees can add up to hundreds of thousands of dollars over a couple of decades!
Financial coaching helps you focus on the present as well as the future, and addresses every aspect of your financial life, rather than just investing. From budgeting and banking, from debt to down payments, a coach teaches you the skills to steward your finances, helps you think through your goals, and walks alongside you as you grow. Financial coaching empowers you to manage your own finances!
Before we agree to work together in a coaching relationship, I will meet with you (individual or couple) for a free Q & A Session. We will discuss your current situation, and have the opportunity to assess whether coaching is a good fit for you.
After our Q & A meeting, if we decide to start a coaching relationship, we’ll schedule a Discovery Session, where we’ll have a 1.5 hours meeting to address one or two of your most pressing needs.
Maybe. We will address one of two issues in the Discovery Session and help you make a plan to get on track in those areas. Sometimes that’s all you might need. Often, clients find they have longer term needs that require more support. In that case, one of the coaching packages can be a good option.
Change takes time and consistent effort. We have found that 13 weeks gives clients the support and accountability they need to successfully implement their plan, work through issues that come up, and achieve the lasting change they are wanting to have in their money lives.
Group workshops only cost $15/session and usually meet once per week. So a 6 week workshop only costs $90. You’ll learn many of the basics to improve your financial skills in a group setting. This will allow the time you spend in individual or couples coaching to be even more productive!
Absolutely! Lots of clients want to meet with their coach for specific situations that come up. For example, clients working through a job change may need help deciding if it makes sense with the benefit package being offered, or talking through what retirement funds, life insurance, or health insurance plans to choose.
Yes, Mike worked as a Realtor for about ten years in the Salem area and can give you solid guidance on real estate situations.
Yes, we have clients pay up front for each program or single session. We have found that clients who have invested in coaching are far more likely to stick with the plan and achieve their goals. We want you to be comfortable and make an informed decision prior to committing, so we offer the Q & A Session (free) before you begin coaching to help you decide if coaching is for you.
You can either send a check from your bank or give us a check at our first meeting.
Let's Talk
Are you ready to explore how coaching can help you experience the abundant life you desire?