Making Your Future a Success
Plan for tomorrow today by seeking financial advice and implementing smart money moves.
Who We Are
Credentialed professionals helping you to be smarter about your money.
Every Coach is an Accredited Financial Counselor (AFC®) by the Association for Financial Counseling & Planning Education (AFCPE®). We provide valuable financial advice and help you navigate smart money moves in order to achieve your goals. As a Fiduciary, each Coach is committed to strict adherence to a code of ethics, ensuring we 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 developing a sound relationship with money, ultimately helping you in living your dream.
Why Choose Us?
As a Veteran owned and operated business, we know what it means to serve. We are not motivated by accumulating Assets Under Management (AUM) like traditional financial planners, we are motivated by helping you to be smarter about your money – all of your money. While traditional financial planners focus on investing, we don’t. We do much more than that. We educate you on how to be more intentional about funding your goals and looking for ways to pay yourself more and to make your money work for you during each financial phase of your life.
What We Do
We help people align their money with their goals – it’s just that simple! Our financial advice focuses on three life stages of money management:
1. Just Getting Started / Building Wealth
2. Mid-Career / Preserving and Increasing Wealth
3. Pre-Retirement /Positioning to Live on Saved Wealth.
We leverage proven budgeting techniques, debt reduction and savings strategies tailored to your needs. We start with a free virtual consultation to better understand how we can help you. 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 to be smarter about your money while guiding you towards living 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.
So, whether you just need validation of your current trajectory, more financial education or an accountability partner - we can help.
Transparent 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 their dream. Inquire below to discuss.
Contact Us
Get Started Today
Feel free to reach out with any questions or to arrange a virtual meeting so we can better understand how we can help and you can learn more about us.
Living The Dream Financial Services
Hours
Today | Closed |
