Jeb Williamson, CPA, LLC
 

Financial Coaching: Offering a Biblically Based, Practical Process to Personal Finance.

 

Meet with a personal financial coach to discuss your unique situation and explore the options and solutions that will help you to meet your goals. We won't beat you up for past mistakes, but we will hold you accountable for future decisions. Keep in mind though, we can't do it for you. We want you to win! Are you ready to win?

  • Basic Coaching helps you plan for emergencies, overcome debt, establish winning money habits by budgeting effectively, and set goals for the future.
  • Crisis Coaching helps you address money challenges, develop a plan to protect your family and meet your necessities, and find hope for your future.
  • Wealth Coaching helps you prepare and set goals for retirement, kids' college, starting a business, estate planning, and giving.

Our fee-based financial coaching services for individuals and families start at $295 and typically involve the following:

  1. Complimentary 30 minute interview to understand your situation
  2. 2 hour consultation followed by initial recommendations
  3. 3 months of follow-up and accountability, both in-person and by phone or email

Our policy requires both spouses to attend the coaching sessions. This must be a team effort. If your spouse is not on board, sit down together in a non-distracting environment and communicate how much you want him or her to participate in the finances. Do not let this be a time to nag, argue, or yell. You could suggest that attending financial coaching be your Christmas, birthday or anniversary gift this year.

Interested in learning more?  Fill out a Financial Snapshot Worksheet and then Contact Us to schedule a free 30-minute interview.

If you decide after the complimentary 30-minute interview to pursue Financial Coaching, we will ask that you supply us with requested financial information and pay all applicable fees 48 hours prior to your appointment so that we may adequately prepare to serve you.

 

Jeb Williamson attended and completed Dave Ramsey’s Counselor Training. However, completion of Dave Ramsey’s Counselor Training does not create an employment or an agency relationship, or give any Counselor the right to speak for or bind Dave Ramsey or his company, The Lampo Group, Inc., nor does it constitute an endorsement or recommendation by Dave Ramsey.