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All Coaching includes 100% guarantee.
All Coaching includes preliminary work, a 2 hour
Coaching session and 1 year of follow-up help as needed.
The following are Coaching services we provide for our clients.
Office
Clients meet with me at my office for a two hour Coaching
session. This is a face to face
Coaching session where you can ask
questions and receive help in person. What is the Cost?
- Mobile Coaching
I come to you for a two hour Coaching
session. This is a face to face Coaching session where you can ask
questions and receive help in person at a location close to you. I can
meet you in your home or office as well.
What is the Cost?
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Phone Coaching
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Clients call in for a preset two hour Coaching
session. We also do late evening Coaching sessions by phone from
clients anywhere in the country. What is the Cost?
E-Coaching -
"Very Popular" Clients can receive
Coaching via email. For those who
may not be able to schedule 2 hours for a phone Coaching session or
office Coaching. What is the Cost?
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- Financial Tune-Up
Clients that are financially secure will receive personalized Coaching for
budgeting, estate planning, wills, and goal achievement issues. What is the Cost?
- Small Business
Designed to assist small business owners in assessing their present
financial situation and make recommendations to achieve company goals.
Includes initial session to review and plan your strategy plus
unlimited phone follow-up for six months. Clients may extend their
Coaching and follow-up privileges by paying a small renewal fee annually.
What is the Cost?
- Pre-Marital Coaching
Designed to help engaged and newly married couples to get started with
a sound financial plan. Allows time for discussions about money
between the young couple so financial disciplines can be discussed
before the couple is married. Because young married couples are
learning to work together on a budget we require FPU
membership with this plan. Includes initial session to review and
plan your strategy plus unlimited phone follow-up for six months. We
highly recommend enrollment in an FPU class if one
is in your area. What is the Cost?
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- Accountability Check-Up Sessions
Designed to help those who have already been through Coaching. Many
people want to meet with a counselor on a regular basis for a short
accountability session to be sure they are following the processes and
goals outlined during the 2 hour Coaching session. What is the Cost?
Click Here to download Forms needed to begin Coaching.
 You will need this to read the forms.
Forms should be mailed or faxed to us at least 2 days before the
appointment to allow for processing.
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- FAX
- Call the office at 843-324-9094 before faxing your paper work so
someone can receive the documents.
Postal address - PO Box 80926
Charleston, S.C. 29416-0926
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