How We Coach You
The SMART System: You don’t want to be forced into cookie-cutter solutions for your money problems. What you want, and what you need, are principles that are proven, solid and flexible enough to get you want you want out of your money and your life.
The SMART System is a set of 5 principles that give you a solid foundation for your money so that come what may, you will be prepared to win with money. When you approach money from a set of principles, you automatically know what to do in any given situation.
Just watch the video at the right to find out more about SMART and how we coach you.
Flexible Solutions That Work For You
Whether you’re an employee, solopreneur, salesperson or a business owner with employees, our coaching is specifically designed to help you gain mastery over your money and create a rich, abundant life. And if we need to, we can custom design a solution just for you.
SMART Money Tune-up
If you find yourself wondering where your money goes every month and needing to get a handle on things, our basic service can get you back on track.
After an initial consultation, either in-person or via zoom, we will provide you with a snapshot of your current situation along with a plan that works along with your goals, personality and current situation.
Apply below for more information and your FREE strategy session.
SMART Money Makeover
Our flagship program will take you through a complete money makeover, top to bottom, over the course of a year. To start, you will get weekly one on one sessions that will walk you through designing and creating your abundant life.
You will learn how to understand your money personality, create strategies that work in harmony with it. You will also learn how to set goals and put an action plan in place to create the abundant life you crave.
Then we’ll give you the tools you need to master things like spending, budgeting, saving, paying down debt, managing credit wisely, investing, protecting what you work hard for, giving and leaving a legacy for the generations to follow.
Slots are limited. Apply below for more information and your FREE strategy session.
ACCOUNT ABILITY
DIGITAL COURSE
Built for busy people on the go, this course is perfect for that person who could benefit from the flexibility of live and self-guided learning.
In a series of easily digestible modules that you can review at your own pace on any device, you will explore your money mindset, goal achievement and the basics of personal money management.
Click below for more information and to apply to be accepted into the program.