One-on-One Financial Coaching Services & Fee Options
You’ve probably heard Dave Ramsey say: “mastering personal finance is 20% knowledge and 80% behavior”. The value in a professional financial coach is helping you bridge the gap between what you know and how you intend to ultimately perform with money. The StoreHouse coach will not only help you create a plan and supplement the information you already know, but will help you identify any fiscal “blind spots” and teach you how to practically implement the plan with excellence, simplification and accountability. All coaching service packages include the Financial Coaching Clinic, a complimentary subscription to the Financial Health Index® (FHI) and the StoreHouse budgeting and cash flow management tools.
Because married couples must work in unison to achieve financial wellness, both spouses are required to attend the one-hour introductory consultation and any subsequent coaching sessions together to maintain open communication and transparency. In all coaching services and recommendations, we remain completely independent from any third party firm and do not sell or receive commissions on any investments or insurance products. Therefore, you can be sure the advice you get is purely objective, with your best interest at heart. For more information see, Why We’re Different.
Because financial coaching is typically more comprehensive and iterative than just a single coaching session, our fees are typically priced for each client as a custom package based on a sliding scale, comprising three variables:
- The nature of the services provided
- The frequency/duration of the services provided
- The client’s ability to pay
In all scenarios, the coaching service packages are “value-priced” and designed to easily pay for itself within a short timeframe. Instead of hourly fees, most clients prefer the discounted coaching package pricing model, which comes with a 100 Day Guarantee*.
On the other hand, if you would rather not commit to a package of services, you may retain us for just a straight hourly fee of $175†. Any hourly fee initially paid for the introductory consultation would be credited toward the package fee quoted, essentially providing a “zero-cost” consultation on the front end. To determine which package may be a fit for you, we’ll meet with you one-on-one to assess your situation, answer any pressing financial questions you may have, discern the best course of action based on your needs and prepare an appropriate quote.
Please call us today at 281-277-7911 to set up your one-hour introductory consultation and receive a free# lifetime membership to Financial Peace University (FPU) plus a free FPU kit (a $199 value)!
*Our Guarantee: If within 100 days of purchasing a coaching service package, you have attended the minimum number of sessions, complied with the terms of the Services Agreement and fully implement on a timely basis all the recommendations set by the coach, we will refund your entire package if you don’t feel the service will pay for itself. As you can see, we are invested in your success and if you do your part, you’re assured to receive the value paid for our services!
† Rate set by www.daveramsey.com/coaching/find-coach/. Paid members of Dave Ramsey’s Financial Peace University (FPU) receive a $35 discount off the first hour fee.
# FPU membership / kit must be requested at the time the introductory consultation appointment is reserved. Free FPU kit not available for previous or existing FPU members.