About us

I am committed to providing the highest level of service and best possible outcomes for my clients. I take the time to develop a close relationship and understand each client’s unique financial needs. I pride myself on prompt, clear, and efficient communication. I’m always striving to deliver creative, practical solutions to my client’s financial issues.

Not only am I a coach, but my wife and I have lived this out in our own life. When first married, we had over $70,000 in debt between cars, student loans, and credit cards. So, we decided to buy a house we couldn’t afford! We did stupid with lots of zeroes. After waking up to the mess we made, we paid off the $70k in 29 months. We could have done it quicker with coaching.

It feels good to be free!

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It is so important assign every dollar a destination before the month begins. This is the foundation for winning with money. I help people start and fine tune their budgets.

Debt Reduction

What would you do if you had no payments? How much could you save and invest? How much could you give? Getting out of debt brings hope and happiness to those with the discipline. I can help you make a plan and work the plan.

Building Wealth

I encourage people to live like no one else so later they can live AND give like no one else. What type of financial legacy do you want to leave for your kids, grandkids, and great grandkids?

Quotable Quotes

A proper, simple, written plan will actually give you more free time and money with which to enjoy life.

— Dave Ramsey, Financial Peace

The first months were the most painful as we went from credit to cash. But it’s so nice not to be paying for today and yesterday anymore!

— Mark and Kari