How It Works
Do you have Financial Stress?
Our coaching practice is centered around helping you understand your finances and increasing the peace and joy God intended for your life that financial stress can often hinder. Using Dave Ramsey's proven methods, we guide our clients to a better understanding of their financial picture and financial future. Together we use that knowledge to help you achieve your goals and dreams in finances and in life.
We offer a FREE 15-minute consultation with you to see how we can help you reach your goals and dreams. Then we will work together to make a plan to get there. Our initial coaching session of 1-2 hours will explore your current financial picture and where the gaps are to reaching your goals. Additional sessions will focus on fine-tuning a plan to reach your goals and protect your future in topics such as insurance, retirement, and estate planning.
Our Team
Tom and Sonya Shepard
We have always had a heart for helping family and friends win with money. Homeschooling five children, managing a busy household and a successful career as Area Director of Operations for the #1 company in the food and drug store sector, added day to day experience to our desire to help. Completing Ramsey Solutions Master Financial Coach training was the capstone of the education that refined our skills and prepared us to help you.
