We all have dreams, but sometimes we don’t know how to reach them. Or we are struggling with something, and don’t know how to get through it. Through the 4 Pillars of Success, our coaching will teach you the shortcuts to help you get there faster.
Concerns and Challenges
Often people get stuck in one of the following 4 areas: Awareness of what they are doing now, Vision or Clarity of where they want to go, Execution of a clear and workable plan, and Accountability to actually do what they know. People don’t get stuck from a lack of information, we have the internet for that, but we must move into the application stage in order to experience a transformation in our results.
Awareness
I know where I am now and what I’m doing
Vision
I know my priorities and which to do first
Execution
I have a plan and know how to accomplish it
Accountability
I live my plan and bounce back quickly after setbacks
Our Coaching Programs
Select your preferred format.
Set up a complimentary discovery session today. We will cover what you are currently facing and identify where your money is going now. We’ll share tips, tricks and best practices for immediate improvement. If we need more time to answer your questions or create your personalized plan, we will discuss what coaching with us could look like to help you maximize your progress over time.
Dave Ramsey Certified Financial Master Coach
Bryan has taught Dave Ramsey’s Financial Peace University 16 times and is a Ramsey Preferred Coach and Financial Coach Master Training graduate. He and his team of Ramsey Preferred Coaches have helped hundreds of individuals and families win with their money and create lasting financial peace.
Expert Coaches
Bryan Halverson has worked in the financial industry helping individuals, families and businesses for over two decades. He has a Master’s Degree in Business Administration from Utah State University and his undergraduate work included Business and Psychology minors from Brigham Young University. He is constantly learning, reading and taking personal development courses to better help his clients. He specializes in helping people shorten their learning curve to maximize the results in their financial and life goals.
- Masters in Business Administration (USU) and a minor in Psychology (BYU)
- Dave Ramsey Preferred Coach & Financial Coach Master Training graduate
- 21 years of Operations and Sales Management experience in the Financial Industry
- Prior Certified Financial Marketing Professional (CFMP) certification & 10 years of continuing education and personal development training
Lorianne Flint is a Ramsey Preferred Coach and a graduate of Financial Coach Master Training. Her financial journey went from thinking she was making good money and didn’t need a budget, to realizing credit card debt was piling up and she couldn’t account for where the money was going. After getting a handle on the situation, starting a budget, and working Ramsey’s Baby Steps, she was able to pay off more than $100k in loans and other debts.
Her background in journalism and marriage, family, and human development has made her a great listener and guide to help others through their challenges. She leverages her coursework in family finance, accounting and personal learning in unique ways that help her clients. She loves to budget (maybe too much—is there such a thing??), plan for her financial future, and help others to do the same!
Lorianne can help you develop clarity and empowerment from telling your money where to go rather than wonder where it went and guide you on your path to peace and financial freedom!
Schedule a Free Consultation with Lorianne
Julia is a Ramsey Certified Financial Master Coach who believes in working closely with her clients to develop a deep understanding of what they really need and want.
With personal experience in overcoming over $130k of student loan debt and coming out completely debt free, Julia is able to mindfully direct her clients down the path to financial freedom. Although she was chronically ill for several years, Julia was able to use her skills of problem solving, perseverance, and optimism to heal herself. This has given her a unique perspective and approach that is helpful in leading clients through their own difficult and trying circumstances.
Julia helps clients through these challenges by setting achievable goals that enables them to live their best life with financial stability.
Heidi is a Ramsey Certified Financial Master Coach who loves working with clients to help them overcome their financial fears and guide them to the life they want and deserve.
Heidi’s personal wake up call happened at the start of the pandemic. Economic uncertainty and over $500,000 in debt (not including the house) made her and her husband realize that the pandemic was a perfect time to take a break from “living their best life” and start attacking the debt since they couldn’t go anywhere to spend money. Having paid off over $370,000 since then has taught Heidi that what feels impossible can be achieved with discipline and perseverance.
Heidi’s desire is to help her clients feel the joy and freedom that she and her family are now feeling. Heidi holds both a BA in Psychology and an MBA.
Schedule a Free Consultation with Heidi
Jainie has earned her doctorate degree in clinical psychology, master’s degree in counseling psychology and is a Ramsey Certified Financial Master Coach. She and her family live in Southern California where she has developed the concern and passion to help others who also live in a difficult financial culture.
Jainie has offered psychological services in a clinical setting for nearly twenty years and has an intuitive ability to help people in their financial journey by considering behaviors and attitudes that have led to current financial decisions.
It is her desire to help you develop a financial plan by quickly identifying immediate and long-term financial goals, obvious and sometimes hidden obstacles, and to develop new habits that will lead to financial peace and a debt free life.
Jenny holds a Master’s Degree in Educational Leadership and has been in education for nearly three decades. As a graduate of Financial Coach Master Training and a Ramsey Preferred Coach, she brings her unique perspective and experience to help her clients learn the principles of financial success and achieve their goals.
Jenny feels as if she’s lived many different financial lives: in debt, out of debt, struggling single parent, happily married and successful professional. Jenny has paid off all kinds of “normal” debt and wants to help others to have hope to do the same. She has a special passion for working with young professionals and pre-retirees to set themselves up for freedom and a life of choice.
Schedule a Free Consultation with JennyTrusted By Clients
Learn More About Our Coaching Programs
1 on 1 Coaching
- 60 min one on one deep dive into the most urgent needs and priorities.
- Results oriented with action steps assigned and held accountable to.
- Learn how to identify the keys to success and the psychology of winning.
- Learn to pivot based on what unplanned events occur and how to work through crises or urgent issues.
- Audio recording available and notes documented for ongoing reference.
- Move from Information, to Application and into Transformation.
Group Coaching - Adult and Teen/Young Adult Programs
- 60 min group discussions around a topic or training with Q&A afterward.
- As time allows, a volunteer will receive additional 1 on 1 coaching during the group session to help them get their individual situation addressed and others can learn from those experiences.
- Experiential learning through adventure activities – Ropes Courses, Skiing/Snowboarding, Hiking, Kayaking, Backpacking, 4 Wheeling, and other nature activities.
Employee Training
- Group or individual training based on the current priorities and strategic initiatives.
- 60 min individual or group sessions.
- Half Day or Full Day events available.
Keynote Speaking
- Up to 60 mins of presentation with audience participation on one of my areas of expertise or one of your choice.
- Informative and Applicable to drive change and sustainable results.
- Topics include: SMART Goal Setting; the Psychology of Success; Maximizing Your People, Processes and Systems; Operational Excellence through the One Best Way; The Golden Circle, Performance Progression and Starting with Why; Sales Techniques; Systematizing Success; Financial Awareness and Improving Results through Mindsets, Habits, and Behaviors; Management and Leadership Techniques for Sustained Success; Balancing Revenue, Expense Management, and Risk; additional topics as discussed together with the client.
Achieve Better Results. Get Unstuck and Start Winning With Money.
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Schedule A Complimentary Consultation
We are excited to talk with you! Start improving your future today by scheduling a complimentary consultation where we will learn about what you are facing and share tips and best practices to improve your results.
FAQs
What are the benefits of having a Coach? Can't I just do this on my own?
Having a Coach will increase your results because you get outside feedback and perspective to see your blind spots and hold you accountable to do the action steps that you are avoiding but that will lead to further achievement and growth. Even professional athletes have coaching so they can continue to improve. Coaching is different from teaching. We move you through the information stage, into the application stage and then the transformation stage through action steps and understanding the human behavior side of success.
What does coaching look like? Is it for individuals or businesses?
There are several options to find what fits best for each individual. There is more in-depth personalized coaching through 1 on 1 coaching, or more general coaching through group coaching but that gives you the chance to learn from other people at the same time. It can be personal or business focused based on your unique situation. It can be focused on finances, goals, career development, business process improvement, employee training, etc.
How long does coaching last? Is there a contract?
We do not have contracts. If the coaching isn’t paying for itself, please fire us! We understand that each individual situation is different and can coaching can last as long as you need and are finding value in your investment. We have had individuals coach with us for 1 month up to 2 years.
What are other people struggling with and how did coaching help them?
Many of our clients have struggled getting organized and clear on where they are now and where they want to go. Others have struggled with which priority to tackle first – like getting out of debt, figuring out how to save for retirement, identifying where their money is going and how to achieve their goals, not knowing how to grow their business and its financial management, or even getting on the same page as their spouse when it comes to money.
What does having a Coach do for me? Is it worth the cost?
Working with a Coach will help you identify the hurdles and blocks that are holding you back. Our Coaches balance behavioral psychology with business and personal finance management so that your progress is sustainable. If all you needed was information or help with math you could just use the internet and your calculator. But human behavior change is hard, otherwise everyone would be rich and skinny! Through action steps and accountability you WILL make progress faster with a Coach than without one. You will either spend time learning how to do it yourself, or pay someone to show you the shortcuts and reduce your learning curve.
