Be Financially Grounded. Starting Now.
What would you do to have less stress, fewer arguments, and more certainty about your financial future? To have more time for the people and things that matter to you most? We believe you can. And it starts with a solid financial education.
Whether you are just starting out in life, enjoying retirement, or somewhere in between, it’s never too late to take charge of your finances. We offer one-on-one financial coaching for individuals and couples, small group workshops, and even employer-sponsored workshops and coaching.
Ready to get started? Contact us today at [email protected] or call us at 701-581-5626.
What We Offer
01
One-On-One Financial Coaching
Each coaching session focuses on you and/or your family first. We’ll design a plan just for you, not everyone else.
02
Small Group Workshops
Small group workshops designed to help you get a grip on your finances.
03
Employer-Sponsored Financial Education
Workshops and individual coaching plans built for small businesses.
How do I know if financial coaching is right for me?
If you’ve ever been unsure about what to do with that last pay raise, how much to contribute to your employer’s retirement plan, how to dig yourself out of debt or avoid it altogether, financial coaching is right for you. We cover all sorts of personal finance situations and can guide you through whatever questions you have.
I’m not ready to commit to one-on-one financial coaching. Where should I start?
If you’re not ready for one-on-one coaching, register for one of our small group workshops. With up to 19 of your peers, you’ll walk through your own financial picture and set a foundation for personal financial coaching.
If I’m married or have a partner, do they have to attend coaching sessions with me?
Yes. Finances are a major stress in most households, and we believe the best way to reduce that stress is for everyone to be at the same spot in their financial journey. If your spouse or partner refuses to participate we will still meet with you, but part of your homework will be to discuss what you are learning and the steps you are taking with them.
What is your cancellation policy?
Please cancel any appointments you have with us as soon as you can, but at least 24 hours before the scheduled appointment. You may be billed for the missed appointment if it is canceled less than 24 hours before the scheduled appointment time. Need to cancel? Cancel through your appointment link or call us at 701-581-5626.
I’m a small business owner who’d like to offer financial education to my employees. What sort programs do you offer?
We start by gathering you and your employees together for a one day, six hour workshop designed to provide a solid foundation in their own personal finances. Then, each employee can book one or more one-on-one session with us to further their education and answer specific questions they have. If this is something you’d like to explore, please contact us at [email protected] or 701-581-5626.