by Coach Dan
Maybe you’re in the middle of a tough financial situation right now, or you’re dealing with issues and emotions you never thought you would have to experience. If you are struggling to make your budget work, you need a plan to eliminate debt, or you have other financial questions, we can help.
NAVIGATE though a financial crisis
BUILD a working budget
LEARN how to deal with collectors
ESTABLISH a plan for college or retirement

Thank you for the opportunity to serve you.  Whether you are an individual or a business, I am confident we can meet your financial needs.


We like options, so we are sure you do too.  If you are looking for a plan to fit your needs please take  a look.  If you don’t find something you think is right for you, do not hesitate to ask.  We are always looking for opportunities to connect in the community and bring the highest quality services to you.


Are you ready to take charge of your finances today? Don’t put it off any longer. Let’s work together to achieve. Learn to save, spend, invest and give like never before.

Contact Us

Let us deliver the right solution for your financial needs.

Key Benefits

All services provided are confidential and driven by your unique goals.  We believe finances are only 20% head knowledge and 80% behavior.  With that in mind, some of the benefits of working with a financial coach include:

  • You will receive a customized, personal wealth plan
  • Our clients report consistent results
  • Increased accountability – we provide several options for ongoing accountability
  • Reduce mistakes – many people report having made financial decisions based on emotion or the opinions and advice of those around them.
  • Lasting change – We will work with you to address the behaviors and your interactions with money and financial decisions to produce long term effects
  • Increased happiness and balance – Money Fights are the leading cause for divorce in the United States.  We will work with you as a couple to learn to navigate your finances and communicate with each other.

Frequently asked Questions

Frequently Asked Questions

What is a Financial Coach?

A Financial Coach is a Personal Finance expert of sorts, in that they are knowledgeable about debt, credit, saving, retirement, budgeting, paying for college, and spending wisely.

They are not financial planners, although a coach can educate you on the different types of investments and insurance, they will also be able to educate you about various other programs out there designed to get your money.

We will get to know you and your finances and help you learn how to live on less than you make. We will give you the tools that it takes to manage money. We offer recommendations and show you how these changes will improve your net worth.

  • A bad Financial Coach will sell you a debt consolidation plan or debt management plan.

  • A good Financial Coach is someone who will work with you to improve your money situation.

  • A great Financial Coach is one who will explain how money really works and bust the myths about debt that we have been sold for so long.

  • The BEST Financial Coach is one who has the heart of a teacher, not a salesman.

We hear from many people “If I could afford financial coaching, I would not need it”. The truth is, those who can afford it, likely don’t need it as much as those who are struggling in finances.

If you compare my coaching fees vs. a bankruptcy attorney ($3,000 – $5000 or more) or debt consolidation company (average $50 – $150/month for 1-4 years), financial coaching is a much more affordable option.

Should you choose to work with me, you will quickly find that the cost is far less than the impact to your financial situation.

Singers, Athletes, and Actors all have coaches to help them improve.

Simply put, if you want to improve your business, you would hire a consultant. If you wanted to improve your marriage, you would hire a counselor. If you want to improve your money, you want to hire a Financial Coach.

Working one-on-one with a Financial Coach will help you identify the areas in your finances that are most difficult for you. I will work with you to get you back on track, and lead you in the right direction with your money.

For lack of guidance a nation falls, but victory is won through many advisers.” Proverbs 11:14 (NIV)

No matter how complex your financial situation, we are confident that we can deliver the answers you need to move forward.

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We will develop a personalized plan to reach your financial goals.

Would you like to speak with us over the phone or by email? Just submit your details and we will be in touch shortly.

We inspire clients to make their most challenging financial decisions with confidence. Send us a message! — We would be happy to speak about how we can help you.


Your money is my mission. Bringing hope to those in need and increasing financial literacy through a values based, no nonsense approach to managing your money.