Services

Due to the ongoing COVID situation, my primary concern is your safety and the safety of your loved ones. If so desired, our coaching sessions can be done in a 100% virtual Zoom environment for your convenience and safety.

Coaching Sessions Are Designed to Be:

Personalized: You are unique and so is your situation. I am passionate about helping individuals and couples transform their lives from fear and stress to confidence and peace in personal finance.

Comprehensive: We will develop a comprehensive budget tailored to your specific needs and financial picture. I have several tools I use personally that help me in my budgeting and I am excited to share them with you.

Follow-Up: After our meeting, I will provide you with my personal recommendations for your budget, action items from our meeting, resources, and other things to consider. I am available via phone and email to answer your questions and provide clarification. I will work with you as long as needed to help you with your financial goals.

What My Coaching Services Can Do For You:

Help you to understand your financial situation
Work with you to create a strategy to eliminate debt
Prepare for large purchases
Help you with Life Insurance and other legal services

Design a budget that you can implement to help you stay on track.
Show you how to reduce expenses
Help you plan for college expenses

You will gain the confidence to change your financial picture
You can build wealth for the future
You can manage debt collections

Financial Coaching Consultations:

You are probably already wondering: "Is there a charge for your services?" The answer is "No!" All consultations, financial analysis, and meetings are complimentary. I make revenue mainly by recommending products, such as life insurance, legal services, senior health care, and identity theft protection. If you purchase one or more of these products, the issuing company then pays me to help walk you through everything.

This allows me to help you by providing my consultation services at no cost to you. All I ask in return is that if you have received valuable insights and professional service, that you let others who can benefit from this information know so that I can help them also.

We will discuss your goals and see if financial coaching is right for you. Then, we will do a financial needs analysis, discuss strategies and products, and begin the journey to financial peace together.

Let's Get Started!

Contact:

Email: wflinn.llc@gmail.com

Phone: (605) 610-9238

Comments

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