How We Work With You

Schedule a Discovery Call
This is a complimentary introductory session. It is an informational call that is the first step in understanding your specific situation and needs. It allows us the chance to see if we’ll be a good fit to move forward together.

Create a Plan
Once we have outlined your areas of need, we’ll work together to create a specifically tailored plan to help you reach your goals. No two clients are the same, so this plan is unique to you and your needs.

Work the Plan
You are ultimately the hero of your own story. I’m simply your financial GPS. I am here to coach you along the way, to help you reach your goals. You’re the one driving; I’m just giving directions on how to get there
Client Testimonials
Kevin’s mentorship taught us the importance of financial discipline, making and sticking to a budget and being intentional about where our money was going so that we could achieve our goals. Kevin has always been there for us when we needed guidance, and will give you the knowledge to gain financial freedom. If you work hard, and listen to him, you will see just how nice it is to shed the weight and actually look forward to each day knowing you have control of your financial future.
As a young married couple both working full time jobs, my wife and I knew we had a few things figured out financially, but there was so much we were still eager to learn. We had always typically been financially responsible, but after working with Kevin we were able to lock in and get serious about the perspective we had on our finances, our goals, and our future.
Kevin consistently worked with us each week to discuss our finances, our dreams, and how we were willing to commit. His unconditional support and constant encouragement was the driving force behind why we felt we were finally able to get serious about the life we planned for in the future.
All my life I have had a love-hate relationship with money. I loved to spend it and I hated that I never seemed to have enough. I had watched the amazing changes that happened for my daughter and her husband when they put into practice the concepts in Financial Peace University. I saw how they paid off bills, saved, and even had money for fun extras and I wanted that kind of financial peace. So, I joined a class led by Kevin and started putting into practice the same concepts. During the next 6 months, I was able to buy a house, pay off credit cards, grow my savings, and even have some fun money.
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Sustaining Momentum and Adapting for the Long Haul
The detailed strategies we covered in Part 2 are powerful, but let’s be honest: life happens. Budgets get broken,...
Practical Strategies for Taking Control
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A New Dawn for Your Wallet: Embracing Financial Hope and Financial Control in the New Year
As Christmas approaches and the calendar soon flips to the New Year, there's an almost universal sigh of collective...



