Financial Coaching

Adding Value to People

Taylor is a certified financial coach through the Dave Ramsey Financial Master Training Program. He has extensive knowledge how money works and how you benefit from having a budget to set yourself (and others) up for success. If you are interested in having Taylor meet you to help you set-up your budget to win with money, please feel free to reach out to him. He loves one-on-one meetings to talk about your finances.

You see everyone wants to win in life but there is a big difference in wanting to win and knowing how to win. If you want to be a winner, you need to get around those who are winning with money and learn from them. Let Taylor add value to you and help you win with money!

How it works:

  1. Call/Email to set-up your first of three appointments.
  2. Gather the appropriate information asked by Taylor (Will receive via email what information is needed).
  3. Bring all the information with you and come prepared to look at your budgets to discuss.
    1. Have your first one hour session with Taylor.
    2. At the conclusion you will be assigned homework for the next session.
    3. At this time, schedule your next session.
  4. Do your homework and attend next session.

How much does it cost?

We charge $250 for all three sessions. This includes all the necessary tools you will need to set yourself up for success to win with money. If you want just one session to get started, we understand that as well. The cost for a single session is $100.

Where do we meet?

Taylor has several locations in which he likes to meet. He likes to be in private to assure that your financial information stays between you and he. We have meeting space at several offices around town and we can work out a place that is convenient for you.

Should I bring my spouse?

Yes. Taylor loves having both parties available when possible. It helps to keep everyone excited as possible about budgeting and helps keep each other on track.

Dave Ramsey | Financial Coach Certificate