If you find yourself needing that extra push or an accountability partner to finally get on the path to being truly financially free, Coach Dave provides a comprehensive program that allows you to determine where you are financially, where you need to be, and how to get there. Everyone has a unique situation, so it is important to build a customized plan that fits your specific needs.
Four Coaching Plans Available:
Crisis Coaching: For individuals with significant consumer debt or facing a financial crises, start here. Coach Dave will develop a plan that includes practical spending, debt-elimination and triage assistance to help address pending foreclosures, bankruptcy and creditors. Through objective, candid advice, Coach Dave will provide accountability needed to get started today to start living with a plan for the future.
Tune-Up Coaching: This service is for individuals with minimal or no consumer debt who are interested in increasing their net worth through a practical plan. Coach Dave will provide an objective point of view by through a comprehensive plan that includes budgeting, building an emergency fund, and addressing insurance needs, will and estate planning, investing, college funding and other life situations (career, education, starting a business, changes in housing).
Wealth Builder: Designed for those already well on their way to financial freedom, but could benefit from a specific game plan to know they are on track for both short-term and long-term goals. Coach Dave will help refocus clients on their goals and dreams while creating more wealth in life by making the most out of their resources. Afterall, having wealth provides the ability to give freely, realize true work/life balance and improve relationships.
Business Coaching: For the small business owner and operator who wants to make smarter decisions that will help their business grow! Coach Dave will cover cash flow planning, reducing debt and building cash savings.
All Coaching Plans Include:
- Free initial consultation
- A financial plan personalized to meet your goals and financial needs
- Follow-up consultations
- Ongoing, regularly scheduled accountability check-ins
- Unlimited phone and e-mail access to Coach Dave for the duration of your plan
Start Winning Today!
To explore if you are ready for financial coaching, contact Coach Dave to schedule a free, no-obligation 30-minute consultation. This introductory meeting is designed to discuss your personal financial goals, what has/not worked, and provide answers to questions about working with a financial coach.
Client Testimonies
"Dave Jacobson is a joy to work with. He is focused, creative, organized, and driven to help people succeed financially. He works to extend his knowledge to further expand his options to help solve his client’s problems. If you or anyone you know needs and truly wants to improve their financial situation, you could do no better than Dave Jacobson."
Victoria McKee - Independence, Missouri
