Financial Coaching Services:

How can we serve you?

Services are provided virtually. You can enjoy coaching in the comfort of your own home! If you live within 30 miles of Cedar Rapids,
you also have the option of in-person services.

Couple receiving financial coaching


Ideal For…

Individuals and couples who are frustrated by their finances.

End the monthly struggle and get out of the paycheck to paycheck cycle. Get out of debt and find money to save for your future.

How It Works

Refocus, gain control, build a plan. You’ll start with a 2-hour session to get a clear, full picture of where you are and where you want to go. You’ll receive access to all the tools and resources needed to setup your plan to payoff debt, start saving…start thriving! You’ll learn to manage how your cash flows and how to ensure progress toward all of your financial goals. You’ll also receive access to the Assistant Financial Coach, an online course that will help you accelerate your progress.

Need more guidance? Need accountability? Want an expert to guide you while you create your plan? That’s what coaching provides…and more! You will go through a step-by-step process that provides you with the tools, systems, and resources to help you refocus your energy on the things that are truly important to you. You will have regular meetings with your coach who will guide you every step of the way. Have a question or need support between meetings? Your coach is only a text, call, or email away.

Group financial coaching


Ideal For

Workplaces large and small.

As a company, you likely already subsidize or pay for your employees’ physical health and wellness. There are real benefits for workplaces that invest in their employees’ financial health and wellness.

A 2010 Federal Reserve survey found that financial stress costs employers $5,000, per employee, per year.

How It Works

Through large group, small group, and/or individual sessions, we will provide your staff members with tools and techniques they can start using immediately to improve their personal financial lives. We offer a step-by-step process that helps people gain clarity on their finances, improving their confidence and peace of mind.

You will improve employee morale and productivity, reduce worker stress-related expenses, and empower your employees.

Services range from individual “Lunch and Learn” type programs all the way to company wide financial wellness initiatives.



Ideal For…

Middle and High School students.

If you are the parent of a middle or high school student, and are looking for a way to build lifelong habits of spending, saving, and giving in your children, Money Smart Academy is for you.

Schools do not spend enough time teaching students basic financial concepts; and when they do, they tend to teach kids how to get IN to debt rather than how to stay out! We can fill in those gaps and show them how living debt-free right from the start will set them up for a financially fit life.

How It Works

Money Smart Academy is a six-week blended learning program for teens to learn good money habits. MSA includes live, online coaching sessions and online activities. Students will watch have activities they can do on their own time each week. They will also get hands-on practice implementing these skills through the Money Mavericks video game that is included in the program. Each week, there will be a one-hour, online group coaching session where their coach will reinforce important concepts and answer questions.

Money Smart Academy will cover topics including rent, credit cards, budgeting, student loans, planning/saving for the future, and more!

Drill sergeant standing in intimidating pose

Schedule your free assessment.