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
Cristina is an amazing example of the power of personal discipline and determination to achieve her goals and ideal life. She has learned the power of harnessing her mindset to create the results she wants, and together with her personal drive and resilience, she has been able to achieve her goals. Now as a Ramsey Financial Coach Master training graduate and Ramsey Preferred Coach, she is excited to help her clients as well.
Cristina is bilingual and has taught ESL in day and night school programs for many years. Her ability to connect with her fellow Spanish speakers has helped individuals and families apply the principles that she has learned to succeed in their own lives. She is working towards her dreams of creating financial literacy programs among the Spanish speaking community and is excited to help everyone she meets to reduce the stress they feel about their money and learn to feel financial peace and build their wealth.
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!
Wendy has budgeted diligently for 27 years! Three as a married university student with limited income, 21 on the salary of a public-school teacher while raising her 3 children and currently finishing a third year on the highly variable income associated with her husband's second career after retiring early from teaching.
She earned a BA from Utah State University in Parks and Recreation. While raising her children, she made sure her family had a vacation each year despite a small income. She has made it through medical challenges without debt and eventually became mortgage free after 12 years of home ownership as a single income household.
Wendy believes that small and simple lifestyle habits can lead to great financial stability. She has been managing her mother's estate and caring for her since her dad's passing in 2014, while simultaneously maintaining her own estate/family. After years of people asking her how she does what she does, she completed Dave Ramsey's Financial Coach Mastery Training receiving a certification to teach what she has a passion for: living the abundant life with financial peace of mind and FREEDOM!
She has also had 3 different trainings from Central New Mexico Community College regarding coaching and financial coaching.
Wendy helps people learn time and money saving tricks and develop skills to make their money go farther—helping them accomplish more with less and save for their future. She helps clients build financial skills that will lead to a life of financial security and peace.
Karri, as a Ramsey Preferred Coach, desires to provide compassionate and inspiring service to her clients. She understands resilience and steadfast determination are key in learning to jump confidently over life’s hurdles and tackle setbacks. She has a natural ability to listen empathetically and guide tenderly. She holds a Bachelor’s in Psychology and Master’s in Counseling; however, she enhances her skills (both personally and professionally) by ongoing reading and attending training courses to be of better service to her clients.
As a graduate of Ramsey’s Financial Master Coach Training, Karri works to apply effective money principles to her own life while walking alongside her clients to do the same. She seeks to provide community and accountability for her clients with purpose, unity, reliability and encouragement. She is excited to work with clients of all ages. She’s learned it’s never too early to begin understanding basic financial principles and it’s never too late to start implementing them. She looks forward to lending the necessary support to her clients in reaching their personal goals financially and in life.
Alexandra is a Ramsey Preferred Coach and graduate of Financial Coaching Master Training with over five years of experience in the financial industry. She loves empowering clients through relationship-based guidance to develop the vision of what they truly want and need.
Alexandra is known for her optimistic and solution-focused approach, and helps clients persevere through financial challenges by setting achievable goals that foster long-term stability. Whether guiding individuals out of debt or helping them prepare for their financial future, Alexandra is dedicated to empowering people with the knowledge and confidence they need to succeed.
Believing it’s never too early—or too late—to understand basic financial principles, Alexandra is passionate about equipping clients with the tools to make informed decisions and live their best lives with financial stability.
Trusted 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.
Kwame just got the news he'd been waiting for: his teaching contract was renewed. Better yet, he was getting a raise and an unexpected $1,000 loyalty bonus. He should have…
Farid and Shahnaz earn over $250,000 a year combined. They've eliminated all debt. They have $150,000 in savings. By every external measure, they're crushing it financially. So when Farid's mother…
Josiah just turned 30. He should have been celebrating. Instead, he sat in his financial coaching session feeling like a failure. He had a loving wife, Ruth. A healthy son.…
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.