Making Your Future a Success
Plan for tomorrow today by seeking financial advice and implementing smart money moves.
Who We Are
Credentialed professionals that help you to make smart money moves.
Every Coach is an Accredited Financial Counselor (AFC®) by the Association for Financial Counseling & Planning Education (AFCPE®). They provide valuable financial advice and help you navigate smart money moves to achieve your goals. As a Fiduciary, each Coach is committed to strict adherence to a code of ethics, ensuring they act in your best interests and prioritize your financial well-being—putting your interests first. Always. This guidance supports you in effective money management and a developing sound relationship with money, ultimately helping you in living the dream.
What We Do
We help people align their money with their goals – it’s just that simple! Our financial advice focuses on three stages of money management: 1. Building Wealth 2. Preserving and Increasing Wealth 3. Living on Saved Wealth. We also discuss smart money moves with proven budgeting techniques, debt reduction and savings strategies tailored to your needs. We start with a free consultation to better understand how we can help you in living the dream. No high-pressure sales tactics. No limited-time offers. Just straightforward talk and guidance.
What We Don't Do
We don’t manage your money or invest your funds. We don’t sell you products, nor do we sell your information. Additionally, we don’t ask for access to any of your financial accounts. Our focus is on helping you make smart money moves while guiding you towards living the dream - your dream - with effective money management and personalized savings strategies.
Who We Serve
We provide financial advice to anyone looking to improve their financial situation today, paving the way for a better tomorrow. Our focus is on couples coaching because, when it comes to money management, the fastest way to success is to work together! Additionally, we offer specialized coaching for Veterans and those navigating Veterans' benefits for family members.
Pricing
We offer fee-based financial advice with several easy pricing plans.
Standard Plan – $125.00 per session (up to 90 minutes), ideal for those seeking personalized money management insights without the need for long-term coaching.
Premium Plan – Enjoy unlimited monthly sessions for $400.00 perfect for developing effective money management strategies while having the regular support of a coach on a flexible schedule.
Ultra Plan – Pre-pay for 10 sessions at $800.00 a great option for clients who see the need for long-term coaching and guidance in order to achieve their goals.
Employee Workshops & Webinars
We offer several on-site and virtual presentations focused on financial advice and investment strategies. We love to align with HR initiatives because we understand that employees who spend less time worrying about their finances are much happier and more productive. By helping them with money management and guiding them towards smart money moves, we contribute to their journey of living the dream. Inquire below to discuss.
Contact Us
Get Started Today
Feel free to reach out with any questions or to arrange a meeting where we can explore smart money moves and effective investment strategies that will guide you on your journey to financial freedom and living the dream through better money management!
Living The Dream Financial Services
Hours
Open today | 09:00 am – 05:00 pm |
